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.
Driven by expanding CSP capital expenditures, AI server demand remains robust. Liquid cooling adoption accelerates as the high-end standard. Strong demand pushes HBM3e prices up amid tight supply, whi...
Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics...
Driven by supply constraints from the shift to DDR5 and suppliers' reluctance to sell, DDR4 prices have surged. DDR3 prices followed suit due to reduced output. Strong spot market performance sug...
Server DRAM prices surge due to depleted inventory and robust AI demand. HBM expansion squeezes standard supply, causing shortages. Suppliers prioritize major CSPs, cutting allocations for others. Sig...
Led by Samsung, DRAM contract prices are rising significantly, driven primarily by Server DRAM. The spot market remains strong despite year-end factors, with DDR4 supply tightening. Suppliers hold lev...
PC DRAM contract prices surged significantly in late 2025. Manufacturers prioritized strategic clients due to tight capacity, raising costs for OEMs relying on modules. Anticipated hikes boosted deman...
Driven by robust AI server demand, suppliers prioritize high-margin products, causing shortages elsewhere and driving up prices. With supplier inventory at low levels, it remains a seller's m...
Fueled by robust AI and enterprise SSD demand, December NAND Flash wafer prices surged, led by TLC and QLC. With manufacturers strictly controlling capacity for high-end applications, the market remai...
Manufacturers shifting capacity to advanced processes has tightened mature process supply. Combined with robust niche demand in telecom, industrial, and automotive sectors, this drives SLC and MLC con...
AI demand drives a 1Q26 seller's market. Capacity shifts to servers cause shortages. DRAM and NAND Flash prices rise broadly despite weak consumer demand.
