HBM shortages push AI chipmakers to cut stack heights, making 8hi mainstream from 2H27 while 12hi share declines.
With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumption, etc.
TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
For the price chart of global end prices of SSD, TrendForce segments product categories in accordance with capacity (from 120GB to 2048GB and above) and user interface (SATA3, PCIe 3.0/4.0/5.0).
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Hyperscaler Capex keeps rising on price hikes and shortages; pricier AI racks drive server value growth over volume.
US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
Toshiba is significantly expanding its HDD capacity in the Philippines, but given the lead time from investment to output, the benefits will materialize later, adding supply to the market without resh...
Suppliers and CSPs have signed multi-year server DRAM LTAs, placing many of its bit supply under price-band mechanisms while the rest are negotiated quarterly; spot trading remains quiet and flat. Mic...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
AI chip and server growth accelerates in 2027 on rack-scale systems and ASICs, while HBM and CoWoS supply stays tight.
Robust AI demand has driven profitability in HBM and server products, squeezing consumer memory supply and sparking explosive growth in memory prices and industry revenue. DRAM vendors are substantial...
