Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and sup...
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling ind...
AI chip demand surges in 2026, with high-end GPUs dominating. NVIDIA leads, ASICs gain share, liquid cooling expands, and AI server value hits record highs.
Rising contract prices have driven strong revenue and margin growth of DRAM supplier. Looking ahead, contract price forecasts have been raised to reflect sustained market momentum. Meanwhile, major su...
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earn...
Strong server demand supports rising consumer DRAM contract prices. As major suppliers shift capacity to advanced nodes, mature processes face severe shortages, cascading pressure down generations. De...
Driven by AI server demand, 3Q26 memory contract prices continue to rise. However, due to high baselines and consumer cost limits, overall price growth will decelerate.
Analyst View: Anticipating future supply shortages, buyers are actively replenishing server memory inventories, boosting suppliers' pricing power. Although long-term agreement price caps limit av...
DRAM contract prices continue to rise. Driven by tight supply and expectations of negative production growth, manufacturers keep raising quotes. Despite pressure on passing costs to retail, low invent...
This report leverages TrendForce’s expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows: 1. Server CPU Market: State of Co...
AI drives data centers from air to liquid cooling. Vendors deploy high-density power and tech, boosting growth.
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on...
Server DRAM contract prices are seeing upward momentum driven by robust server demand, whereas the spot market remains sluggish due to a lack of consensus between buyers and sellers. Regarding invento...
Due to front-loaded bulk procurement in the first half of the year, consumer electronics will face a weak peak season in the second half, with contract price growth slowing down. The spot market is in...
