The three major HBM suppliers highlighted HBM4 mass production and HBM4e development, as competition shifts toward pricing power and next-generation specs. Suppliers also remain positive on long-term...
Weak consumer demand stalls flash markets, pressuring prices. Conversely, robust AI server demand drives Samsung's profit surge. Future strategies focus on advanced processes and large-capacity e...
Strong AI and server demand is driving upward revisions in memory contract prices, despite a sluggish spot market. Supplier inventories have bottomed out, with high-end applications driving profits. N...
Smartphone Mobile DRAM contract prices are maintaining their strong upward momentum in 2Q26. Samsung and Micron were the first to issue quotes, whereas SK hynix and CXMT have only provided tentative p...
HBM grows strongly in 2026 as CSP/ASIC demand lifts HBM3e prices; SK hynix leads, Samsung rebounds, Micron expands TSV.
Driven by supply shortages and bottoming supplier inventories, server memory makers now hold absolute pricing power, leading to continuous and substantial upward revisions in contract prices. Although...
PC DRAM contract prices rose this quarter, but momentum slowed. High costs weakened PC sales, cooling negotiations and ending the extreme seller's market. Spot markets stabilized, while long-term...
As major manufacturers exit mature processes, the constrained supply of niche DRAM continues to drive contract prices upward in a seller-dominated market, with price hikes shifting toward mid-capacity...
Recently, the upward momentum of NAND Flash wafer contract prices has decelerated significantly. Due to elevated costs and sluggish end-market consumption, module makers have adopted a passive procure...
Driven by the dual impact of explosive demand for AI edge computing and production cuts in mature processes by suppliers, the NAND Flash market is experiencing skyrocketing prices this month. A critic...
Server demand is lifting 2Q26 RDIMM contract prices, while the spot market remains weak. SK hynix has seen a surge in profits and is ramping up mass production of new products. Amid low inventory and...
Global Server Market – Trends and Outlook for 2Q26
Driven by robust demand for AI servers, enterprise storage products are yielding substantial profits, prompting suppliers to actively expand advanced manufacturing processes. However, high end-market...
Driven by AI, next-generation advanced NAND has become the mainstream. As traditional vertical stacking encounters physical limitations and performance degradation, the industry's focus is shifti...
Driven by the artificial intelligence boom, soaring enterprise storage demand caused suppliers to heavily shift capacity, triggering severe consumer memory shortages and doubling prices. However, with...
