Schlagwörter: TrendForce

Memory Price Outlook for 1Q26 Sharply Upgraded; QoQ Increases of All Product Categories to Hit Record Highs, Says TrendForce

1Q26 conventional DRAM contract prices raised to +90–95% QoQ; NAND Flash to +55–60% QoQ

CSPs, server OEMs, and PC OEMs broadly face DRAM supply gaps; PC DRAM prices are expected to at least double QoQ in 1Q26 Strong North American CSP demand lifts enterprise SSD orders;...

Dual Pressure from Rising CPU and Memory Prices to Drive Global Notebook Shipments Down 14.8% QoQ in 1Q26, Says TrendForce

Full-year 2026 notebook shipment forecast cut to a 9.4% YoY decline due to supply constraints and unclear brand strategies

Global notebook shipments projected to fall 14.8% QoQ in 1Q26, with a mild rebound in 2Q26 Memory, CPUs, PCBs, batteries, and PMICs are all seeing price hikes, which is intensifying cost pressure...