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...
Sep consumer DRAM contract price growth slowed. Looking ahead, strong CSP server demand displaces capacity, pushing 4Q25 consumer DRAM to double-digit hikes, with the rally extending into 1H26.
2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.
Sept 2025 server DRAM contract prices surged due to persistent CSP demand, with DDR5/DDR4 increasing. 8000MT/s modules will see accelerated adoption. Strong 2026 demand and tight supply are set to ext...
US August employment data significantly missed expectations, with unemployment rate rising to historic high and weak domestic demand. OEMs and ODMs showed cautious new order planning, indicating unsta...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
September SLC/MLC NAND Flash prices surged, fueled by robust niche demand, strategic supply contraction, and capacity shift to high-margin products. October anticipates further gains and tighter suppl...
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...
Market consolidation in the smartphone industry will persist in the short term, though brand rankings may shift. Apple is set to gain share on strong new model sales, Xiaomi’s in-house chip advances w...
Tight DRAM supply fuels rising contract/spot prices. Low supplier inventory driven by strong US CSP demand. Client stock levels vary, but continued price hikes are expected.
U.S. inflation pressures and labor market weakness lead to rate cuts; traditional demand drops while AI servers and automotive electronics grow, causing supply chain segmentation.
AI demand boosts storage; HDD scarcity shifts orders to enterprise SSDs, strengthening NAND Flash market sentiment. Supplier inventories are healthy, projecting widespread 4Q25 contract and spot price...
Analyst summary: Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near‑term mainstream. Supplier competition is intensifying while HBM4 upgrades are expe...
