A sharp spike in the BOM cost of Apple's next-generation flagship has forced even the highly profitable US tech giant to raise retail prices in response. By comparison, the situation is even...
HBM supply expands as shares shift; 2026 is a pricing pause, 2027 brings a sharp ASP surge as HBM4 rises.
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
Growth in client SSD contract prices has slowed sharply under multiple market pressures. Surging costs from other component shortages and excess system inventory forced buyers into cautious procuremen...
Capital expenditure in artificial intelligence infrastructure has significantly boosted demand for enterprise solid-state drives and high-capacity storage, driving top memory suppliers to record reven...
Memory chip prices hitting record highs have damaged customer demand, causing contract price growth to narrow significantly. Suppliers aim to sustain high unit prices by diverting capacity to enterpri...
Robust CSP capex drives AI server growth, led by NVIDIA racks, as ASICs, China's supply chain, and liquid cooling advance.
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...
In July, high prices combined with weak consumer demand paralyzed the NAND Flash wafer market, resulting in flat contract prices and extremely low transaction volumes. While mainstream TLC and QLC pri...
Resource reallocation to advanced processes has constrained niche capacity. Driven by inelastic demand in networking and automotive applications alongside severe shortages, SLC prices have surged shar...
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...
