Driven by strong low-cost laptop sales and active server restocking, supplier inventories remain low, maintaining strong pricing power. PC DRAM contract prices grew significantly in Q2, with the upwar...
Major manufacturers are shifting capacity to high-end chips, leaving mature niche DRAM severely undersupplied and reinforcing sellers' pricing dominance. To secure shipments amid high prices and...
Despite continued upward momentum in memory contract prices, smartphone brands are maintaining healthy inventory levels to manage cash flow risks. On the market front, robust AI server demand has prom...
Since 2H25, accelerated AI infrastructure buildouts by CSPs have surged HBM demand and crowded out conventional DRAM capacity, pushing the broader DRAM market into shortage. Constrained by annual pric...
Propelled by substantial contract price increases, 1Q26 Mobile DRAM revenue reached an all-time high, with ASP appreciation serving as the core growth engine. From a supply perspective, vendors are ch...
The contract market sees seller-driven price hikes amid strong demand, while the spot market remains stagnant. Suppliers' focus on advanced and HBM causes legacy product shortages. Constrained by long...
Driven by the expansion of AI inference demand into general servers, memory procurement has surged. With supplier inventories bottoming out and production capacities concentrated on high-margin produc...
Micron heavily invested in its US facility to launch advanced-node production of legacy memory, targeting long-lifecycle sectors like automotive and aerospace. Echoing US manufacturing policies, this...
Strong AI and server demand causes structural DRAM undersupply, driving contract and spot prices upward. Supplier inventories have bottomed out. Cloud and PC makers are aggressively securing long-term...
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial posi...
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity lea...
Strong AI and server demand is driving upward revisions in memory contract prices, despite a sluggish spot market. Supplier inventories have bottomed out, with high-end applications driving profits. N...
Smartphone Mobile DRAM contract prices are maintaining their strong upward momentum in 2Q26. Samsung and Micron were the first to issue quotes, whereas SK hynix and CXMT have only provided tentative p...
Driven by supply shortages and bottoming supplier inventories, server memory makers now hold absolute pricing power, leading to continuous and substantial upward revisions in contract prices. Although...
