With mobile DRAM inventory restocking largely completed and demand starting to soften, the urgency of procurement negotiations has diminished, and 3Q26 contract price settlements are likely to be push...
Server DRAM contract prices are trending upward. Supply shortages and HBM crowding effects strengthen vendor pricing power. High-capacity module premiums are narrowing due to stable yields and demand...
PC DRAM quarterly contract prices continue to rise, though gains have narrowed, leaving buyers and sellers locked in a stalemate. Crowded out by server demand, original manufacturers' future supp...
TrendForce: NVIDIA still weighs Rubin Ultra HBM options as tight DRAM supply pushes suppliers toward much higher prices.
Although consumer demand is weakening due to cost pressures—causing spot prices to invert below contract prices—structural supply shortages persist as major manufacturers reallocate capacity toward hi...
Besides the mainstream product segments of the DRAM market, TrendForce’s research now encompasses specialty (consumer) DRAM products as well. Analyses in this area pertain to product development plans...
DRAM suppliers are holding firm on pricing, but weaker buyer acceptance has stalled contract negotiations, and spot trading remains thin. Despite softening consumer demand, buyers continue to stockpil...
Driven by strong demand from cloud service providers, the demand for HBM and server modules has surged. However, constrained by long equipment lead times and capacity reallocation, supply growth conti...
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAN...
Server DRAM contract prices are set to rise sharply in 3Q26. Looking to 2027, AI-driven demand growth will outpace supply expansion across all three major DRAM makers, sustaining a tight seller's...
As global computing power expands, traditional cabling faces severe thermal and power bottlenecks. Emerging Micro LED CPO technology, with its micron-level size and ultra-low power consumption, has be...
During the first half of 2026, surging demand for KV Cache coupled with constrained memory supply resulted in severe memory bottlenecks. To resolve the KV Cache bottlenecks, industry players are seeki...
Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
In 3Q26, top DRAM makers are prioritizing server production, severely squeezing consumer DRAM supply; consumer contract prices are set to rise well ahead of server DRAM, while PC DRAM edges only sligh...
