The DDR4 EOL notice sparked a buying spree, causing significant spot and contract price hikes, especially for DDR4 8/16Gb. Supply-demand imbalance persists with further contract price increases expect...
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, bene...
NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.
Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supportin...
Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM,...
AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.
This report analyzes the DRAM market, with limited growth expected for DDR5 in the contract segment and strong demand for DDR4 in the spot market, influenced by U.S. major manufacturers'...
China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will r...
HBM4 pricing shows a premium over HBM3e due to increased complexity and cost in manufacturing and design.
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in do...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...
