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...
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.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Global DRAM manufacturers are accelerating new fab construction and capital expenditures, with new capacity set to release in phases starting two years from now. As cleanrooms and equipment installati...
TrendForce revises 2026 smartphone output upward, driven by demand pull-forward, not recovery; rising DRAM costs in 2027 risk deeper market contraction.
DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting o...
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
2027 HBM talks remain stalled as suppliers push steep price hikes amid AI-driven DRAM crowd-out and tighter capacity.
Consumer DRAM remains undersupplied, with contract prices still rising but decelerating as buyer cost tolerance tightens, while spot trading stays subdued. On technology, focus centers on open softwar...
AI demand boosts DRAM/NAND logic. Contract market sees high visibility via agreements, though downstream demand weakens. FMS showcases standard transitions where high-density flash addresses memory-wa...
A sharp spike in the BOM cost of Apple's next-generation flagship has forced even the highly profitable US tech giant to raise retail prices in response. By comparison, the situation is even...
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
