Global DRAM manufacturers are accelerating new fab construction and capital expenditures, with new capacity set to release in phases starting two years from now. As cleanrooms and equipment installati...
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed r...
TrendForce revises 2026 smartphone output upward, driven by demand pull-forward, not recovery; rising DRAM costs in 2027 risk deeper market contraction.
DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting o...
Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce Offers you a complete analysis on NAND Flash industry wafer input, production output, technology node…etc. by each company.
2027 HBM talks remain stalled as suppliers push steep price hikes amid AI-driven DRAM crowd-out and tighter capacity.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
2026-2030 Global and Chinese NAND Flash Market Data
The explosion of agentic AI services has driven server demand, pushing memory prices and revenues to a peak. Subsequently, end-user consumer electronics were suppressed by high costs, plunging the mar...
Consumer DRAM remains undersupplied, with contract prices still rising but decelerating as buyer cost tolerance tightens, while spot trading stays subdued. On technology, focus centers on open softwar...
AI demand boosts DRAM/NAND logic. Contract market sees high visibility via agreements, though downstream demand weakens. FMS showcases standard transitions where high-density flash addresses memory-wa...
