Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to rais...
The upward trend in memory prices persists into 1Q26, with no clear signals of a cessation appearing so far for the year. Amidst this super-cycle of price hikes, although smartphone brands have strugg...
Driven by policy, Chinese firms accelerate HBM development to support domestic AI chips. CXMT targets advanced nodes while JHICC focuses on mature processes. Both face technical hurdles and are in ear...
AI infrastructure upgrades are driving structural memory demand, making DRAM and NAND Flash critical resources. Heavy CSP investment is pushing prices and revenue to record highs. With persistent shor...
Micron acquires PSMC’s Tongluo facility to accelerate capacity expansion, alongside agreements for DRAM technology licensing and advanced packaging. This strategic partnership resolves Micron’s AI-dri...
Driven by robust Server and AI demand, the displacement of DDR5 capacity has triggered price surges. HBM3e prices are poised to rise due to increased orders and specification upgrades, strengthening s...
Manufacturers prioritize server demand, cutting PC supply. This prompts a sharp upward revision in 1Q price forecasts, urging buyers to secure supply.
The 1Q26 DRAM market has entered a seller-driven super-cycle fueled by robust AI demand. Capacity crowding is triggering broad price surges, with forecasts being revised upward. As manufacturers prior...
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, pric...
Despite market headwinds, strategic pivots and supply chain optimization successfully offset revenue pressure. Cost controls significantly improved margins. With continued R&D investment strengthening...
AIGC mass adoption drives AI Agent and inference demand. NVIDIA's BlueField-4 platform optimizes network architecture, expanding DDR5 memory pools and boosting high-performance SSD requiremen...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
NVIDIA's H200 supply upside is limited by tight advanced packaging and memory capacity prioritized for new platforms. While targeting the Chinese market, geopolitical risks are driving China...
As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche....
Raised specs delayed HBM4 production, keeping HBM3e dominant. Samsung leads verification with advanced tech, while SK hynix retains the top share.
