Supported by AI demand, the contract market remains stable, while the spot market is experiencing a stalemate. Due to conservative expansion strategies by suppliers, NAND capacity growth remains slow....
NAND Flash supplier inventory hits multi-quarter lows; strong AI server demand and strict capacity control drive sharp contract price hikes expected in 2Q26.
DRAM supply remains tight across segments; contract prices rise in 2Q26, led by mobile DRAM, as buyers rush to replenish amid shrinking supplier inventory.
Driven by AI and general servers, industry value grows robustly. Despite geopolitical risks and custom chip delays, NVIDIA and AMD's push for premium integrated racks significantly boosts average pric...
In mid-March, Samsung released its 2Q26 quotes ahead of schedule, with price hikes far exceeding market expectations. TrendForce believes this move is primarily aimed at accelerating downward revision...
Tight supply drastically boosts memory contract prices, though spot markets stall. Meanwhile, novel AI inference processors demand massive server memory, fundamentally driving strong future market gro...
The AI application boom is prompting major suppliers to accelerate the phase-out of legacy MLC production lines to shift toward advanced processes, leading to a severe supply gap. Constrained by exten...
Driven by enterprise solid-state drive demand and cloud long-term contracts, supplier contract quotes surged strongly, whereas spot markets weakened amid stagnant buying. NVIDIA's next-generation data...
Server DRAM prices surge on tight supply but future hikes will ease. Buyers globally rush to secure long-term contracts.
Major suppliers' exit from mature nodes tightens niche memory supply, driving spillover demand. Capacity limits cause low-capacity products to lead price hikes. Taiwanese makers aggressively rais...
Supply constraints drive surging PC DRAM contract prices and early upcoming-quarter negotiations. Higher costs suppress consumer demand. Weak retail sales cause spot prices to fall, diverging from soa...
Driven by strict supplier capacity control and robust AI demand, NAND Flash wafer prices continue rising but exhibit structural divergence. MLC prices are surging most fiercely due to phase-out-induce...
Strong AI and industrial demand, combined with mature-node supply gaps, severely tightened the NAND Flash market. Both SLC and MLC prices skyrocketed, with bullish trends expected to continue.
Driven by AI, memory procurement has shifted to supply-secured long-term agreements. Suppliers enforce prepayments and bottom prices, raising buyers' financial thresholds. North American cloud provide...
AI drives huge server memory demand. Depleted inventory sparks surging prices. Custom chips disrupt processor markets.
