Driven by AI expanding into inference, cloud providers are accelerating data center buildouts, triggering a surge in server memory orders. This has caused contract prices to skyrocket and fueled robus...
Driven by agentic AI applications, the server DRAM market experienced explosive growth. The need for models to handle complex computations and offload long contexts has led to a severe shortage of key...
Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion ca...
HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.
Server DRAM contract prices strengthen on supplier hikes, while spot markets show modest gains amid cautious buying. To overcome conventional capacity constraints caused by a focus on high-bandwidth m...
Capital shifts to high-performance chips have squeezed mature processes, triggering structural shortages in high-reliability memory. As value revaluation outpaces volume growth, market revenue surges....
Server DRAM contract prices continue to rise due to supply deficits and depleted manufacturer inventories. Although premium pricing on high-capacity modules and shifts in processor configurations have...
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...
Driven by strong low-cost laptop sales and active server restocking, supplier inventories remain low, maintaining strong pricing power. PC DRAM contract prices grew significantly in Q2, with the upwar...
Major manufacturers are shifting capacity to high-end chips, leaving mature niche DRAM severely undersupplied and reinforcing sellers' pricing dominance. To secure shipments amid high prices and...
In May, the NAND Flash wafer market growth decelerated significantly. High wafer prices put severe cost and financial pressures on downstream module makers. With margins heavily squeezed and terminal...
Driven by surging demand across diverse niche markets like edge AI, automotive, and medical applications, alongside low manufacturer capacity, NAND Flash contract prices sustained robust growth this m...
Despite continued upward momentum in memory contract prices, smartphone brands are maintaining healthy inventory levels to manage cash flow risks. On the market front, robust AI server demand has prom...
The explosion in global AI service demand has triggered a severe supply-demand imbalance in the enterprise SSD market, driving quarterly revenue and contract prices to historic highs. Major suppliers...
Since 2H25, accelerated AI infrastructure buildouts by CSPs have surged HBM demand and crowded out conventional DRAM capacity, pushing the broader DRAM market into shortage. Constrained by annual pric...
