Propelled by substantial contract price increases, 1Q26 Mobile DRAM revenue reached an all-time high, with ASP appreciation serving as the core growth engine. From a supply perspective, vendors are ch...
The contract market sees seller-driven price hikes amid strong demand, while the spot market remains stagnant. Suppliers' focus on advanced and HBM causes legacy product shortages. Constrained by long...
The NAND market polarizes as robust cloud and enterprise demand drives LTA reforms and squeezes consumer bargaining power, while weak smartphone and spot markets, coupled with aggressive vendor expans...
The global energy storage industry will reach a pivotal turning point in 2026. The explosive growth of artificial intelligence data centers (AIDC) is creating a lucrative, high-growth blue ocean for a...
Optical interconnects in AI data centers are shifting from legacy pluggable optics toward LPO, CPO and OCS. LPO streamlines the signal chain to improve power while keeping a pluggable model, CPO co‑pa...
Driven by the expansion of AI inference demand into general servers, memory procurement has surged. With supplier inventories bottoming out and production capacities concentrated on high-margin produc...
Micron heavily invested in its US facility to launch advanced-node production of legacy memory, targeting long-lifecycle sectors like automotive and aerospace. Echoing US manufacturing policies, this...
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
Strong AI and server demand causes structural DRAM undersupply, driving contract and spot prices upward. Supplier inventories have bottomed out. Cloud and PC makers are aggressively securing long-term...
Fueled by robust AI demand, suppliers currently dominate the market while maintaining critically low inventory levels. Aggressive stockpiling by cloud giants sustains elevated prices. Meanwhile, despi...
Driven by the explosive demand for AI servers and high-capacity solid-state drives (SSDs), the NAND industry's quarterly revenue has reached a record high. Under the dual impact of limited ca...
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial posi...
Contract markets show steady server but weak smartphone demand, while spot prices face pressure from cautious buyers. Edge artificial intelligence drives massive high-capacity storage needs, yet conse...
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity lea...
