Micron's capacity shift to high-margin products sharply boosted its quotes by limiting standard DRAM supply. SK hynix saw a milder rise. The spot market price increased due to strong demand a...
US-China trade tensions escalate with tariff increases and export controls on rare earths and lithium batteries. Geopolitical conflicts undermine year-end consumer confidence, causing ICT demand to we...
This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
The 6th to 10th spots of global smartphone ranking for 2025 are occupied by Transsion, Honor, Lenovo, Huawei, and Google in sequential order. Among which, Transsion has slightly dropped in share due t...
AI's rise shifts storage from HDD to SSD, boosting NAND Flash contract and spot prices. Strong QLC and TLC demand forecasts structural growth for AI-related SSDs, making NAND Flash central to AI...
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evo...
AI is sweeping across the world at an unprecedented pace. From training LLMs to powering ubiquitous generative AI applications, data has become the lifeblood of this technological revolution. The mass...
Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partner...
US political and economic uncertainty weakens consumption; cautious ODM procurement keeps supply chain tight. Only Apple models and AI servers bring highlights while most market remains conservative.
2026 NAND Flash: AI drives explosive enterprise SSD demand, offsetting weak consumer markets. HDD shortages compel a shift to high-capacity QLC SSDs. Despite bit growth, supply for these remains struc...
TrendForce forecasts a structural memory price hike by 2026. Strong AI server demand and profit-first supplier strategies lead to capacity shifting towards high-margin applications, driving widespread...
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
The NAND Flash market is robust, driven by enterprise SSD and AI demand, pushing up contract and spot prices. Micron, leveraging QLC technology and data center SSDs, has successfully transformed and a...
The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM l...
