3Q26 memory contract prices were finalized on strong server and AI demand, while the consumer segment reached a pricing compromise; meanwhile, the spot market remained flat due to weak end-user demand...
AI demand keeps HBM shipments strong as technology advances and tight supply shifts pricing power toward suppliers.
AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
Server DRAM prices rise due to strong demand and HBM capacity crowding out. Buyers shift to mid-to-low capacity modules to optimize costs, while high-capacity stock flows to OEMs, helping suppliers ma...
Quarterly Server DRAM latest market revenue/output update
The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
Driven by constrained capacity, niche NAND Flash supply shortages persist. SLC maintains moderate gains supported by rigid demand, though growth has slowed. MLC prices remain nearly flat as buyer cost...
High prices of prime wafers are squeezing profits for module makers. Coupled with sluggish end-user demand, manufacturers are shifting to purchase downgraded materials to supply secondary markets and...
Rising memory costs triggered premature purchases as consumers sought to beat price hikes, driving a short-term rebound in smartphone production and prompting TrendForce to revise its full-year output...
Rising chipmaker quotes and modest shipment recovery drive PC DRAM contract price increases. Facing future supply contraction, OEMs aggressively build inventory while adopting component downgrades to...
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
NAND Flash capital expenditure is accelerating, yet manufacturers remain disciplined regarding capacity expansion. Supply growth is primarily driven by cleanroom filling at existing facilities and pro...
SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.
