Inventory lows and AI demand drove 4Q25 DRAM revenue via price hikes rather than volume. Samsung regained the market lead. Taiwanese firms benefited from mature node shortages. With supply remaining t...
Samsung currently leads HBM4 validation due to process improvements enhancing stability. SK hynix retains volume leadership despite re-sampling, while Micron trails slightly. Given robust AI demand an...
Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs...
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing mo...
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With...
In 1Q26, strong Server and AI demand drove manufacturers to prioritize enterprise products, severely constraining consumer eMMC and UFS supply. Despite the seasonal lull, low inventories and shortage...
In Q1 2026, robust Server and AI demand crowded out Client SSD capacity as suppliers prioritized high-margin enterprise products. Coupled with low OEM inventory and replacement cycle needs, contract p...
DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applicati...
AI shifting to inference drives a surge in enterprise SSD demand. With new fab capacity delayed by cleanroom construction, supply remains tight through the next two years. Top vendors focus on node up...
AI fuels HBM/storage price hikes, pushing Memory revenue past Foundry. While weak mature nodes and capacity barriers slow Foundry, Memory's output efficiency and price volatility drive its market domi...
The industry enters a 2026 Super Cycle driven by DRAM and Enterprise SSDs. Despite a slowdown in consumer electronics, AI remains the primary growth engine. Low inventory levels and the transition to...
In 2026, the HBM market continues to grow, with SK hynix maintaining its lead and Samsung recovering significantly via HBM3e and HBM4 contributions. Micron also expands aggressively. While HBM3e domin...
Contract negotiations for 1Q26 are delayed, while spot prices remain high and stable. Major manufacturers report strong earnings with depleted inventory, shifting capacity toward high-margin AI produc...
Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology up...
Global Server Market – Trends and Outlook for 1Q26
