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【Market View】Memory Price Surge Squeezes Game Console Margins; 2026 Shipment Forecast Revised Downward, Says TrendForce
Published Dec.03 2025,09:58 AM (GMT+8)
TrendForce’s latest report states that rising memory prices have significantly increased BOM costs in consumer electronics...
【Market View】NAND Flash Wafer Supply Tightens Further, Some Products See Over 60% Contract Price Hikes in November, Says TrendForce
Published Dec.01 2025,15:26 PM (GMT+8)
TrendForce’s latest research shows that demand for NAND Flash stayed strong in November 2025, fueled by AI applications and solid enterprise SSD orders...
【Market View】Global DRAM Revenue Jumps 30.9% in 3Q25, Micron’s Market Share Climbs by 3.7 Percentage Points, Says TrendForce
Published Nov.26 2025,04:01 AM (GMT+8)
TrendForce’s latest research shows that significant increases in conventional DRAM contract prices, higher bit shipments, and growing HBM volumes drove...
【Market View】AI Boom Drives Demand for Ultra-Large Packaging as ASICs Expected to Shift from CoWoS to EMIB, Says TrendForce
Published Nov.25 2025,16:45 PM (GMT+8)
TrendForce’s latest investigations reveal that the rapid expansion of AI and HPC is increasing the need for heterogeneous integration...
【Market View】Rising Memory Prices Weigh on Consumer Markets; 2026 Smartphone and Notebook Outlook Revised Downward, Says TrendForce
Published Nov.17 2025,15:15 PM (GMT+8)
Trendforce’s latest investigations reveal that the global macroeconomic outlook for 2026 remains weak, with geopolitical tensions...
【Market View】Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit Supply Growth, Says TrendForce
Published Nov.13 2025,16:33 PM (GMT+8)
TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on...
【Market View】Global Channel SSD Shipments Fall 14% in 2024; Market Becomes More Consolidated, Says TrendForce
Published Nov.07 2025,14:39 PM (GMT+8)
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilization...
【Market View】CSP CapEx Expected to Exceed US$600 Billion in 2026, Ushering in a New Growth Cycle for the AI Hardware Ecosystem, Says TrendForce
Published Nov.06 2025,17:19 PM (GMT+8)
As major North American CSPs release their latest earnings and investment outlooks...
【Market View】Strong Demand from CSPs and Sovereign Cloud to Drive Over 20% Growth in AI Server Shipments by 2026, Says TrendForce
Published Oct.30 2025,15:11 PM (GMT+8)
TrendForce’s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026...
【Market View】Tight DRAM Supply to Boost DDR5 Contract Prices—Profitability in 2026 Expected to Surpass HBM3e, Says TrendForce
Published Oct.29 2025,16:55 PM (GMT+8)
TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data center expansion among global CSPs...
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