Driven by the explosion in AI and enterprise demand, supplier capacity has severely crowded out consumer-grade SSDs, resulting in a structural supply shortage. Despite sluggish end-market demand cause...
Driven by the demand for both AI and general-purpose servers, enterprise SSDs are facing a severe supply-demand gap, leading to continuous surges in contract prices. Meanwhile, to address the pain poi...
Memory pricing hits a historic inflection as server DDR5 profitability overtakes HBM; CSP long-term contracts lock in floors, signaling a sustained upward pricing trend into 2027.
The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigat...
Contract price hikes slow, yet LTAs/prepayment lock profit. Spot drops on weak demand. TCO-led CXL complements RDIMM.
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...
