AI is fundamentally transforming the NAND Flash market. Robust enterprise SSD demand is driving up both contract and spot prices. Suppliers control negotiations, market tightness is projected to conti...
AI's evolving demands shift storage from HDDs (high latency) to SSDs (speed, low latency). SSDs offer superior performance and TCO benefits, accelerating their adoption in AI infrastructure.
AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors a...
This report analyzes the global AI server market and supply chain, highlighting key players, tech shifts, and demand-capacity balance.
DRAM prices are surging across contract and spot markets due to severe supply constraints. Capital expenditure shifts to advanced products, limiting traditional bit growth.
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, wi...
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...
