Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
US-Iran tensions and sticky inflation prompted the Fed to hike rates, weakening consumer electronics demand and softening low-end MLCC prices, while AI high-end specs stay firm due to tight supply; Mu...
Consumer DRAM prices are approaching the limit of buyer cost tolerance, with recent contract prices settling slightly higher and the spread between high and low pricing narrowing somewhat. Looking ahe...
The memory market is exhibiting a clear two-tier divergence. Strong demand for high-performance storage, driven by cloud and artificial intelligence applications, is keeping supplier inventories at lo...
As original manufacturers shift production capacity to high-layer 3D processes, niche NAND Flash prices remain hovering at high levels. Influenced by buyers' cost pressures and supply discrep...
Some CSPs are actively buying additional server DRAM, driving supplier stocks to a lower level and pushing up contract prices. Meanwhile, the spot market continues to fluctuate within a narrow range d...
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...
Agentic AI elevates memory as LPDRAM shifts to servers, squeezing smartphones and widening the gap for smaller brands.
CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.
Tight supply and robust CSP demand keep DRAM undersupplied; TrendForce lifts its 4Q26 contract price outlook.
Driven by AGI and Agent AI, North American cloud providers' urgent orders for enterprise SSDs created a structural shortage in high-end storage. Suppliers prioritized capacity for high-margin pro...
Amid tight supply and richer HBM4 mix, TrendForce sharply lifts its 2027 HBM price outlook as 8-Hi leads shipments.
To address the surging KV cache demand driven by the development of agentic AI, cloud service providers are shifting their procurement toward high-performance QLC SSDs. By leveraging their high densit...
