The memory market is exhibiting a clear two-tier divergence. Strong demand for high-performance storage, driven by cloud and artificial intelligence applications, is keeping supplier inventories at lo...
Driven by weak consumer end-market demand, NAND Flash wafer prices have stagnated at high levels. Although enterprise demand remains strong due to AI, inventory continues to pile up on the consumer si...
As original manufacturers shift production capacity to high-layer 3D processes, niche NAND Flash prices remain hovering at high levels. Influenced by buyers' cost pressures and supply discrep...
Some CSPs are actively buying additional server DRAM, driving supplier stocks to a lower level and pushing up contract prices. Meanwhile, the spot market continues to fluctuate within a narrow range d...
CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.
Tight supply and robust CSP demand keep DRAM undersupplied; TrendForce lifts its 4Q26 contract price outlook.
Driven by AGI and Agent AI, North American cloud providers' urgent orders for enterprise SSDs created a structural shortage in high-end storage. Suppliers prioritized capacity for high-margin pro...
Amid tight supply and richer HBM4 mix, TrendForce sharply lifts its 2027 HBM price outlook as 8-Hi leads shipments.
To address the surging KV cache demand driven by the development of agentic AI, cloud service providers are shifting their procurement toward high-performance QLC SSDs. By leveraging their high densit...
NVIDIA shipments stay Blackwell-led as Rubin's ramp slips into next year on HBM4 snags, keeping HBM the key bottleneck.
AI chip makers weigh downgrading HBM capacity, hitting capacity for KV cache, lifting offload memory demand, as 8hi stays mainstream.
Winbond has agreed to acquire Infineon's NOR Flash and F-RAM businesses for more than US$1 billion, with closing targeted for 2H27. The deal brings automotive qualifications and high-density...
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
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.
