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...
Pressured by political uncertainty, shifting trade policies, and inflated raw material costs, automotive lighting suppliers are facing severe profitability compression and margin constraints. To overc...
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...
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...
In the OCP APAC Summit held in August 2026, suppliers including TSMC, ASE, and AMAT all highlighted the future trends of 3D IC. In September, during SEMICON, the 3DIC Advanced Manufacturing Alliance (...
HBM 4hi samples emerge; low capacity curbs data center use; edge interest stays early, supplier uptake cautious.
New CEO Ternus leads Apple's first foldable launch; modest specs upgrade amid surging memory costs puts pricing and AI delivery at center stage.
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...
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...
Quarterly Server DRAM latest market revenue/output update
NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developm...
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
