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iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to Sacrifice Margins to Sustain Shipments, Says TrendForce
TrendForce's latest smartphone industry research reveals that escalating component costs-led by memory-are expected to significantly raise...
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China Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce
According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List...
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DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra, Says TrendForce
According to TrendForce's latest memory industry research, DRAM supply will remain tight through 2027...
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AI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% Surge in CSP CapEx Fuels Infrastructure Expansion, Says TrendForce
Surging investment in AI infrastructure is expected to drive the combined CapEx of the world's nine largest CSPs...
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Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
TrendForce's latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027...
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DRAM pricing to drop 25 percent, DRAMeXchange predicts bit-tech.net
Huawei blockade drops demand.
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DRAMeXchange - Market ViewNAND Flash Manufacturers to Cut Capex by 2% YoY in 2019 Due to Worsening Oversupply
DRAM, NAND Flash, SSD, Module and Memory card, and provides market research on spot and contract prices, daily news, market views and reports, and monthly datasheets of semiconductor industry.集邦科技
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DRAMeXchange sees 10 per cent QoQ DDR4 DRAM price drop
It says that in 3Q18 4GB PC DRAM module contracts were US$34.5, but are now US$31.0.
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DRAMeXchange: NAND Flash Oversupply Could Lead To Q1 2018 Price Drops
DRAMeXchange: NAND Flash Oversupply Could Lead To Q1 2018 Price Drops
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