Driven by demand for artificial intelligence and cloud services, enterprise storage products are in short supply, driving significant growth in average memory selling prices and total industry revenue...
NOR Flash memory is facing a structural imbalance as major international manufacturers reallocate capacity to high-end AI products, contracting supply amid surging demand from servers and automotive a...
Price hikes suppress mobile demand, flattening contract prices while spot market stays weak. NAND controllers are evolving into AI compute layers. Driven by CMX architecture, customized NAND will inte...
RDIMM contract premium narrows on shifting demand, while spot market sees limited trades. Custom HBM (cHBM) optimizes AI chip area and performance via logical base dies, yet faces cooling, multi-sourc...
Taiwan foundries see a strong 2027 as utilization rises, capacity expands, and prices climb across the board.
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top five stayed stable; VIS rose on stronger demand, r...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26.
PC DRAM contract prices saw their quarterly increase revised upward, while spot transactions stayed subdued. HBM negotiations remain deadlocked with specifications still in flux, yet prices retain str...
3Q26 memory contract prices were finalized on strong server and AI demand, while the consumer segment reached a pricing compromise; meanwhile, the spot market remained flat due to weak end-user demand...
