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...
The 1Q26 DRAM price rally is led by Server and PC applications, while a compensatory price increase for smartphone LPDRAM cannot be ruled out for 2Q26. With conservative NAND Flash capacity expansion...
The MLCC market in the fourth quarter shows polarization in shipments, with Japanese and Korean suppliers benefiting from strong AI infrastructure orders and growth, while Taiwanese and Chinese suppli...
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Conseque...
February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lin...
In February 2026, NAND Flash prices surged as manufacturers shifted focus to advanced nodes, tightening mature process supply. MLC saw aggressive gains due to acute shortages, while SLC rose steadily....
Global instability and rising raw materials drive up electronic component costs; AI infrastructure demand boosts memory super cycle, shifting ODMs' negotiation to stable pricing for supply securi...
PC DRAM contract prices surged significantly this quarter, widening gains. Despite downgraded annual notebook shipment forecasts, expectations of rising device costs boosted short-term demand, lowerin...
Supplier pricing strategies succeed, boosting profits, but beware over-tightening consumer production capacity and inventory. Geopolitical tensions cause raw material price fluctuations, with mixed US...
Global NEV markets are seeing steady growth in EV penetration. China’s growth is cooling from a high base, whereas the US pivots to hybrids and Western Europe sees policy-driven growth. BYD has overta...
Samsung currently leads HBM4 validation due to process improvements enhancing stability. SK hynix retains volume leadership despite re-sampling, while Micron trails slightly. Given robust AI demand an...
Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs...
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing mo...
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With...
In 1Q26, strong Server and AI demand drove manufacturers to prioritize enterprise products, severely constraining consumer eMMC and UFS supply. Despite the seasonal lull, low inventories and shortage...
