AI demand keeps HBM shipments strong as technology advances and tight supply shifts pricing power toward suppliers.
AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
According to TrendForce’s analysis, the curing, tanning, solar simulator, medical, and life science markets have seen slower demand growth due to sluggish macroeconomic performance. Moreover, although...
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...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Server DRAM prices rise due to strong demand and HBM capacity crowding out. Buyers shift to mid-to-low capacity modules to optimize costs, while high-capacity stock flows to OEMs, helping suppliers ma...
Quarterly Server DRAM latest market revenue/output update
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...
The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
Driven by constrained capacity, niche NAND Flash supply shortages persist. SLC maintains moderate gains supported by rigid demand, though growth has slowed. MLC prices remain nearly flat as buyer cost...
High prices of prime wafers are squeezing profits for module makers. Coupled with sluggish end-user demand, manufacturers are shifting to purchase downgraded materials to supply secondary markets and...
Rising memory costs triggered premature purchases as consumers sought to beat price hikes, driving a short-term rebound in smartphone production and prompting TrendForce to revise its full-year output...
Rising chipmaker quotes and modest shipment recovery drive PC DRAM contract price increases. Facing future supply contraction, OEMs aggressively build inventory while adopting component downgrades to...
SEMCO raised MLCC prices to OEMs/ODMs, signaling an industry upcycle, driven by strong AI server demand and panic buying; Japanese makers' response is key to watch.
Notebook Brands & ODM Shipment tracker covers mainly the monthly ODM shipment of the top 7 NB ODM makers and quarterly shipment of top 6 NB brands.The data includes the actual shipment of the previous...
