NVIDIA expands its AI factory via integrated GPU, CPU, and LPU racks for training and inference, securing its market lead.
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
CSPs' AI push fuels HBM shortages and price hikes. Strong conventional DRAM dilutes HBM share; base die production shifts to TSMC.
Mobile DRAM revenue hit new highs driven by surging contract prices, confirming a seller-driven super cycle. Major manufacturers shifting capacity to AI applications has tightened supply, allowing CXM...
In 4Q25, DRAM revenue surged due to AI-driven demand and soaring contract prices. Inventory depletion and prioritization of AI caused severe shortages, boosting profitability. For 1Q26, despite season...
Driven by new models and AI deployments, smartphone and server shipments grew in Q4, while notebooks declined due to economic factors. Looking into Q1, surging material costs are forcing price hikes,...
Propelled by surging contract prices, Mobile DRAM revenue broke the $10 billion mark in 4Q25, a quarterly jump of over 30%. Entering the off-peak 1Q26, while bit demand is expected to contract, the si...
Contract prices rose post-holiday, led by DDR5. Despite weakening consumer electronics demand and a quiet spot market, supply remains structurally tight due to robust AI/server needs and limited produ...
The NAND market shows structural divergence. Rising costs are suppressing consumer shipments, while AI drives robust enterprise demand. Suppliers are shifting capacity to servers and managing supply p...
Global smartphone production showed moderate growth in 2025, with Samsung and Apple tying for the top spot in market share. However, driven by sharply rising memory prices, overall production volume i...
The 1Q26 DRAM price rally is led by Server and PC applications, while a compensatory price increase for smartphone LPDRAM cannot be ruled out for 2Q26. With conservative NAND Flash capacity expansion...
NVIDIA achieved record revenue driven by cloud AI and data center dominance. North American CSPs lead demand, establishing the GB series as mainstream and accelerating liquid cooling. However, HBM4 de...
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Conseque...
February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lin...
