NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
2024 SSD market faced conservative demand; Kingston led, Chinese brands rose, intensifying the "big get bigger" trend. Module makers differentiated, targeting new markets, with AI dr...
4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward t...
Strong CSP demand is driving server DRAM prices significantly higher, with 4Q25 increases revised upwards. CSPs are proactively securing 2027 supply, incentivizing manufacturers to boost capacity, sig...
Driven by tight original manufacturer supply and aggressive PC OEM procurement, 4Q25 PC DRAM contract prices are projected to rise 25-30%, with spot prices also surging.
Major suppliers are expanding HBM capacity, with 2025 shipments revised upward. SK hynix leads with 150K TSV capacity, while Micron ramps up its Taiwan facilities. By 2026, all three will begin HBM4 m...
CSP demand and panic buying are propelling DRAM price surges, creating a seller's market. Consumer DRAM supply tightens next year due to major manufacturer exits and capacity shifts, ensuring con...
October NAND Flash wafer prices soared significantly. Robust AI/enterprise SSD demand and manufacturers' supply prioritization caused severe shortages and 'prices without goods.' Furthe...
October SLC/MLC NAND Flash contract prices expanded gains, driven by manufacturer supply contraction and robust niche demand. Market tightness intensified, with prices expected to sustain their upward...
A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansio...
CXMT, through capacity expansions, yield improvement, and related policies, has emerged swiftly in the LPDDR4X market. Its production capacity has helped replenished the supply void left behind by maj...
HDD shortages and surging AI demand are fueling enterprise SSD scarcity. Suppliers are aggressively raising 4Q25 contract prices over twenty percent, with increases continuing as CSPs prioritize suppl...
Clouds shift to enterprise SSDs amid HDD delays, tightening supply and lifting prices. AI and commercial PCs refresh keep demand firm.
Supply bottlenecks and migration curb NAND output; enterprise SSD crowds out eMMC/UFS, lifting prices into next year.
Tariffs and policy changes kept early demand cautious, but cloud expansion and AI investment have lifted memory demand and pricing, tightening DRAM supply. The DDR5 uptrend is established, with profit...
