Severe shortages are driving a surge in NAND Flash prices and panic buying across contract and spot markets. Meanwhile, YMTC is aggressively expanding capacity, advancing technology, and planning an I...
Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive d...
Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; furt...
PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
Surging server DRAM demand drives price hikes, consumer DRAM up over 20%. Rising costs pressure brands, 2026 shipments may drop.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console...
Due to tight supply and strong AI and enterprise SSD demand, NAND Flash wafer prices surged in November. Contract prices for some products rose significantly, with the uptrend likely to continue into...
Suppliers keep reducing SLC and MLC output while telecom and automotive demand stays strong, resulting in continued NAND Flash contract price rises. MLC sees higher increases; SLC demand is stable. Ti...
In 3Q25, the smartphone industry benefited from the traditional peak season and the launch of new device models. Smartphone production registered both QoQ and YoY growth. However, moving into 4Q25, th...
Global smartphone shipments in 2025 are expected to see only slight year-on-year growth, with the Chinese market accounting for nearly one quarter of the world’s total. This market also exhibits a hig...
Revenue of mobile DRAM was driven by the increase of contract prices in 3Q25, and accomplished a QoQ growth of nearly 30% in market value. Revenue is looking to continue ascending in 4Q25 after anothe...
Global Server Market – Trends in 4Q25 and Outlook for 2026
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
