Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
NAND Flash capital expenditure is accelerating, yet manufacturers remain disciplined regarding capacity expansion. Supply growth is primarily driven by cleanroom filling at existing facilities and pro...
SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.
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...
Global DRAM manufacturers are accelerating new fab construction and capital expenditures, with new capacity set to release in phases starting two years from now. As cleanrooms and equipment installati...
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...
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed r...
AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an indu...
TrendForce revises 2026 smartphone output upward, driven by demand pull-forward, not recovery; rising DRAM costs in 2027 risk deeper market contraction.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Global new energy and electric vehicle markets maintain growth, while overall auto sales are weighed down by weak ICE demand and China’s slowdown. In China, severe supply‑demand imbalance and margin p...
DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting o...
Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
