DRAM contract prices continue to rise. Driven by tight supply and expectations of negative production growth, manufacturers keep raising quotes. Despite pressure on passing costs to retail, low invent...
Contract prices have peaked at historic highs, severely compressing margins for downstream module makers. Coupled with weak end-market demand, buyers are strongly resisting higher quotes and adopting...
Driven by AI, automotive, and networking demands, the flash memory market faces structural shortages. Manufacturers shifting capacity to advanced nodes stalls mature output, pushing contract prices to...
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...
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...
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...
The surge in demand for AI chips and high-speed servers is driving the demand for high-end fiberglass cloth. However, constrained by technical barriers, equipment bottlenecks, and yield challenges, th...
The AI industry entered a critical transition period in 2025, marked by the rapid expansion of LLMs and the large-scale commercialization of AI applications. For China’s semiconductor industry, this r...
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on...
Server DRAM contract prices are seeing upward momentum driven by robust server demand, whereas the spot market remains sluggish due to a lack of consensus between buyers and sellers. Regarding invento...
Due to front-loaded bulk procurement in the first half of the year, consumer electronics will face a weak peak season in the second half, with contract price growth slowing down. The spot market is in...
Diverging HBM4 certification timelines are reshaping 2026 market share, with Samsung gaining ground as SK hynix faces delays.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
AI-driven demand is crowding out capacity and pressuring MLCC supply, while high interest rates and inflation weigh on consumer electronics recovery. Distributor hoarding and price hikes have triggere...
