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...
CSP AI investment fuels robust server growth.
Driven by Server DDR5 shortages and rising AI demand, DDR5 profitability now rivals HBM. With suppliers regaining pricing power and buyers increasing orders, the forecasted 2026 HBM3e price decline ha...
Quarterly TV Market Update offers a profound analysis based on market information, such as shipment data, product size changes, supply chain structures new product developments and hot topics to keep...
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
In 4Q25, memory price increases for Chinese smartphone OEMs surpassed those for US OEMs, prompting suppliers to implement "catch-up" price hikes for US clients in 1Q26 to balance regional pr...
Mobile DRAM contract prices show a clear regional gap, with Chinese clients paying notably higher increases than US peers. Suppliers plan aggressive catch‑up hikes for US customers to narrow this spre...
Upcoming quarterly contract prices keep rising on higher wafer costs and stronger buying. Spot prices stay firm amid tight supply. Smartphone NAND Flash sees upward pricing and narrowing regional gaps...
Driven by price hikes rather than volume, holiday sales mask weak demand, leading to a conservative Q1 outlook and strict inventory control. However, strong demand for AI chips (e.g., TPUs) boosts hig...
US data centers drive DDR5 and HBM demand. Rising DDR5 prices boost profitability. Future growth relies on HBM4 and standard DRAM synergy. Revenue mix will shift as standard memory prices recover agai...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
Driven by strong AI and CSP demand alongside HBM expansion, the DRAM industry saw surged prices and volume. With supplier inventory at lows and capacity shifting to high-end nodes, general supply is t...
Mobile DRAM revenue surged due to peak season demand and soaring contract prices, intensified by supplier bidding wars. While smartphone production saw a slight short-term upward revision, rising memo...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Looking to early next year, contract prices are projected to rise significantly due to low inventory and strong supplier leverage, with spot prices remaining high. While CXMT's capacity expansion...
