Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
DRAM suppliers are holding firm on pricing, but weaker buyer acceptance has stalled contract negotiations, and spot trading remains thin. Despite softening consumer demand, buyers continue to stockpil...
TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...
Driven by strong demand from cloud service providers, the demand for HBM and server modules has surged. However, constrained by long equipment lead times and capacity reallocation, supply growth conti...
Global Capex rises on AI buildout as China speeds self-reliant chips, easing foreign hardware reliance.
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...
TrendForce research team provides the global Monitor panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relation...
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAN...
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
Server DRAM contract prices are set to rise sharply in 3Q26. Looking to 2027, AI-driven demand growth will outpace supply expansion across all three major DRAM makers, sustaining a tight seller's...
AI demand surges high-end MLCC shipments, prompting Japanese and Korean suppliers to shift consumer-grade capacity, creating gaps that Taiwanese and Chinese firms partially fill. Yet geopolitical risk...
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
JEDEC-defined SPHBM4 frees HBM from the interposer, trading latency and power for cost and layout.
