DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in do...
The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potentia...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...
The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
Regarding changes to orders and capacity utilization of TSMC for 2H25, advanced nodes, including 3nm and 5/4nm...
EU, US, Japan, Korea, Taiwan, China
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized 2Q25 contract prices for DDR4 products in late April...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...
Global market intelligence firm TrendForce reports that there have been significant shifts in prices of DDR4 DRAM products over the past month...
This week’s Bulletin focuses on the latest market changes and development of CSPs and enterprise OEMs...
