Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control produc...
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 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...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...
AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage...
DRAM contract prices rise, vendors hoard. PC manufacturers face supply constraints. Spot market shrinks, module prices expected to increase. Inventory levels decline, especially for Chinese CSPs, ente...
The NAND Flash market is facing supply shortages from 4Q25 due to the surging enterprise SSD demand and limited supply growth. Spot market prices are soaring, and supplier inventories are rapidly depl...
AI demand lifts memory; fab limits push per-wafer pricing. HBM tight; suppliers favor DDR5; extras may rise.
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
The 4Q25 contract negotiations for mobile DRAM used in smartphones are expected to conclude only after mid-November. Conversely, quotes for NAND Flash products are relatively certain. Due to productio...
Q4 sees a polarized demand in the electronics sector：consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes cha...
