TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
2027 NAND splits: enterprise SSDs surge on AI demand, while consumer products face price pressure from oversupply.
CSP QLC demand lifts ESSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
AI infra demand tightens DRAM supply; PC and mobile brands cut output and adopt alternatives memory sources amid mounting cost pressure.
AI servers continue to crowd out DRAM capacity, driving a supply-demand imbalance and price hikes that will persist into 2027. Impacted by skyrocketing component costs, global smartphone shipments are...
Driven by demand for artificial intelligence and cloud services, enterprise storage products are in short supply, driving significant growth in average memory selling prices and total industry revenue...
NOR Flash memory is facing a structural imbalance as major international manufacturers reallocate capacity to high-end AI products, contracting supply amid surging demand from servers and automotive a...
Driven by AI Agent computing expansion and third-party outsourcing demand, server shipments and CPU requirements have been revised upward. Memory suppliers face severe capacity constraints due to shif...
Surging memory prices have triggered early purchasing, driving a short-term recovery in smartphone production this year; however, this pull-in effect will exacerbate market deterioration next year. Co...
In 2Q26, Server DRAM revenue surged 53% QoQ to $75.58B. AI servers drove demand for high-capacity RDIMMs and DDR5. With rock-bottom supplier inventories, average prices rose 53–58%, pushing the supply...
Price hikes suppress mobile demand, flattening contract prices while spot market stays weak. NAND controllers are evolving into AI compute layers. Driven by CMX architecture, customized NAND will inte...
RDIMM contract premium narrows on shifting demand, while spot market sees limited trades. Custom HBM (cHBM) optimizes AI chip area and performance via logical base dies, yet faces cooling, multi-sourc...
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
