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Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Growth of 7%

09/30/2025 | TrendForce
TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.

I-Connect007 Editor’s Choice: Five Must-Reads for the Week

09/26/2025 | Marcy LaRont, I-Connect007
Though the news cycle felt a little less exclamatory this week, there were many global business news headlines worth revisiting. Among them, China announced a bold carbon emissions goal of 10% over the next decade to double its solar and wind power capacity. The Wall Street Journal published an article, “Global Port Leaders See Trade Shifting, Not Slowing,” a nod to businesses’ risk mitigation strategies and execution around overreliance on China coming into play in a bigger way.

DRAM Prices to Continue Rising in 4Q25, Server Demand Surges Ahead While Legacy Process Products See Steeper Increases

09/24/2025 | TrendForce
TrendForce’s latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM, crowding out capacity for PC, mobile, and consumer applications.

Meta’s New AR Device to Lift LCoS Share to 13% by 2026, Intensifying Competition with LEDoS

09/19/2025 | TrendForce
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology.

NVIDIA Seeks to Raise HBM4 Specs in Response to AMD Competition; SK hynix Expected to Remain Largest Supplier in 2026

09/18/2025 | TrendForce
TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications, specifically requesting that HBM4 speed per pin be raised to 10 Gbps, as AMD gets set to launch its MI450 Helios platform in 2026.
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