Contract negotiations see Samsung under pressure, while spot prices hold due to tight supply. Samsung's call highlights HBM3e oversupply and likely price declines. Despite higher mature DRAM prices, S...
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a signi...
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to li...
PC DRAM contract prices rose this quarter, with DDR4 increasing more than DDR5. Tight supply, strong Nanya output, and overall price consolidation are observed, with DDR4 showing higher prices on lowe...
Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a p...
DDR4 market remains undersupplied, with low consumer DRAM fulfillment and sharp price hikes; near-term price strength will persist, but further increases will moderate as buyers adjust strategies and...
Suppliers prioritize profitable products. July NAND Wafer demand weakens, supply stays firm, price keeps rising, with future leveling likely.
Driven by telecom tenders and supply adjustments, SLC/MLC NAND prices keep rising. Demand from industrial, aerospace, and AI supports continued price strength.
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported...
Contract pricing undecided; DDR4/LPDDR4x see stronger increases. DDR4 spot trading outpaces DDR5, with DDR5 prices declining. SK hynix benefits from AI and tariffs, DDR4 drives inventory down. HBM mar...
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory...
The report highlights major manufacturers' HBM capacity strategies, facility expansions, and market trends driven by AI, offering strategic insights for the industry.
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits...
