Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity e...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
Driven by Generative AI, surging demand for high-end storage threatens capacity shortages. Consequently, Micron is expanding its Singapore fab and pivoting strategically: exiting the mobile market to...
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US memory tariffs face cost hurdles. Asian makers stay low intention due to high expenses; costs will likely shift to buyers, favoring friend-shoring over US expansion.
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...
