Memory shortage pushes engineers to design around availability, survey finds October 27, 2026 Engineers are increasingly choosing memory components based on what they can actually get, rather than on performance or price. In a survey by Memphis Electronic, 95% of respondents said they had changed their sourcing strategy, their product designs, or both, over the past year.
Intelligent Memory signs Sourceability as global distributor October 06, 2026 Industrial memory maker Intelligent Memory has signed hybrid electronics distributor Sourceability as a new global distribution partner. The collaboration targets industrial and embedded customers facing end-of-life for DDR3 and DDR4 and continued volatility in the memory market.
DRAM industry revenue surges 59.5% in Q2 as supply lags demand September 07, 2026 Total DRAM industry revenue rose 59.5% QoQ in Q2 2026, reaching nearly USD 154.73 billion, driven by sharp increases in contract prices and sustained AI server demand. Supply expansion continues to lag demand growth, with supplier inventories at historic lows, according to TrendForce.
It's gotten worse – and the memory market isn't done yet July 09, 2026 Two months ago, at Evertiq Expo Zürich, Nikolaos Florous left little room for optimism. Tight memory market conditions would persist, he said — and things would likely get worse before they got better.
Europe holds a 2.5% share of a market it helped build July 08, 2026 New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
DRAM prices surge – industry revenue up 81% in a single quarter June 08, 2026 The DRAM industry posted revenue of USD 97 billion in the first quarter of 2026, up 81% quarter-on-quarter, driven by a rapid surge in contract prices for conventional DRAM. Contract prices rose approximately 93 to 98 percent compared to the previous quarter, according to TrendForce.
The next two years won't offer shortcuts – A memory market reality check May 25, 2026 Following his presentation at Evertiq Expo Zürich, Memphis Electronics' Nikolaos Florous had a conversation with Evertiq to go deeper on the market outlook. The short version: conditions will stay difficult, and procurement teams that haven't adapted yet are running out of time.
Limited capacity and order shifts push consumer DRAM prices higher April 08, 2026 Tightening supply conditions and ongoing product transitions are driving a sharp increase in consumer DRAM prices, according to new data from TrendForce.
Memory market 2026: scarcity, strategy, and security of supply January 16, 2026 The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.
Why memory may drive tomorrow’s processor choices November 17, 2025 Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.
The memory market: supply, demand, and geopolitical influences in 2025 December 30, 2024 As we head into 2025, the DRAM memory market is bracing for significant turbulence. With price erosion projected across multiple sectors and a shift in production dynamics, it’s clear that the landscape will look vastly different by the second half of 2025.
Slowing demand growth constraints Q4 memory price increases October 09, 2024 TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
DRAM prices expected to increase by 8–13% in Q3 July 05, 2024 TrendForce reports that a recovery in demand for general servers — coupled with an increased production share of HBM by DRAM suppliers — has led suppliers to maintain their stance on hiking prices.
Did we finally learn the lesson, or is this just the calm before the storm? May 21, 2024 Following the earthquake in Taiwan in April, the industry expected an impact on chip and especially memory prices. After all, 65% of the world’s advanced nodes are being produced there, and when it comes to AI servers the figure is even higher.
Farnell inks distribution agreement with Alliance Memory March 27, 2024 Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.
2Q24 DRAM price increases expected to narrow March 26, 2024 TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
Are we facing a memory divide? February 28, 2024 Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
DRAM contract prices projected to Increase 13–18% in 1Q24 January 08, 2024 TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Here’s Ho Ho Hoping for 2024 December 20, 2023 It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Contract prices bottom out in Q3, boosting DRAM revenue December 04, 2023 TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to USD 13.48 billion – marking 18% QoQ growth.
DRAM ASP decline narrows to 0~5% for 3Q23 July 05, 2023 TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.
SK Hynix to expand Wuxi fab legacy production capacity May 04, 2023 Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. SK hynix’s Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's research.
Demand remains stagnant, supply chain inventories remain high September 23, 2022 According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.
Consumer DRAM price decline expands to 13~18% August 10, 2022 According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers, leading to a steady expansion of falling prices.
3Q22 DRAM pricing decline expands to nearly 10% July 22, 2022 Despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers.
TrendForce forecast DRAM pricing to drop by 3~8% in 3Q22 June 20, 2022 According to TrendForce research, despite the significance of peak season and rising DDR5 penetration, the 3Q22 DRAM market still succumbed to the negative impact of weak consumer electronics demand resulting from the Russian-Ukrainian war and high inflation, which in turn led to an increase in overall DRAM inventory.
Winbond expands DDR3 SDRAM production April 21, 2022 Taiwanese semiconductor memory specialist, Winbond Electronics Corporation, says that it is expanding the production capacity at its fab in Kaohsiung, Taiwan.
DRAM price drop forecast to continue in 2Q22 by 0-5% March 28, 2022 According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power.
DDR3 consumer DRAM prices expected to rise 0-5% in 2Q22 March 07, 2022 Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs.
Overall DRAM output decreased nearly 6% QoQ in 4Q21 February 17, 2022 The pandemic has impeded the supply of many end-user devices such as smartphones, servers, PCs, and niche consumer electronics components, indirectly leading to a decline in a willingness on the procurement-end to stock relatively abundant memory chips, according to TrendForce research.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22 December 13, 2021 Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022 October 12, 2021 DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.