TrendForce @trendforce

Micron, Samsung, SK hynix, and Kioxia are rewriting the rules of the memory cycle with new long-term agreements (LTAs).

NEWS @NEWS2082680

30 minutes ago

🚀 Memory giants are banking on long-term customer demand. #Micron says it has signed 16 Strategic Customer Agreements (SCAs), with the structure expected to cover roughly half of its sales once fully ramped.💡More: pse.is/99754b 🔗

0 1 5 1K 3

🔥 The once “electronic rice” chip is now a hot commodity amid AI demand. In Shenzhen’s Huaqiangbei, prices are reportedly being updated very frequently, with high-capacitance #MLCCs used in AI servers up 50%–60% since February.💡More: pse.is/994x7t 🔗

Agentic AI is fueling a structural surge in memory demand. As near-term supply struggles to keep pace, prices keep climbing. Reflecting this momentum, #TrendForce has revised its memory market forecast upward: pse.is/994q7g🔗

TrendForce @trendforce

4 hours ago

Micron's fiscal 3Q26 results significantly exceeded guidance, with revenue increasing 74% QoQ (versus approximately 40% guidance) and gross margin reaching 85% (versus 81% guidance). The strong performance underscores the severity of current memory supply constraints and the

0 4 27 7K 7

Micron's fiscal 3Q26 results significantly exceeded guidance, with revenue increasing 74% QoQ (versus approximately 40% guidance) and gross margin reaching 85% (versus 81% guidance). The strong performance underscores the severity of current memory supply constraints and the substantial pricing power enjoyed by suppliers. Management also indicated that the favorable supply-demand dynamics are expected to extend beyond 2027. The company further disclosed that it has signed long-term agreements (LTAs) with 16 strategic customers, incorporating both floor and ceiling pricing mechanisms. TrendForce believes these agreements will provide memory suppliers with greater demand visibility and strengthen their willingness to invest in capacity expansion between 2027 and 2030. As a result, LTAs could help unlock additional industry supply growth while supporting the fulfillment of long-term customer commitments.

Micron Technology @MicronTech

13 hours ago

Today, Micron reported our Q3 FY26 financial results. Learn more: bit.ly/4vBOSMA

89 278 2K 149K 116

Micron Posts Record Revenue of $41.5B, Igniting the AI Memory Supercycle; Next Quarter Expected to Approach $50B! Memory manufacturer Micron delivered record fiscal 3Q26 revenue of $41.46B, up 74% QoQ, driven by structural AI-related memory demand. The company also provided a strong outlook for the next quarter, forecasting revenue of approximately $50B. DRAM and NAND Benefit from Simultaneous Volume and Pricing Growth; Data Center Revenue Exceeds $25B By product segment, revenue growth in both DRAM and NAND was primarily driven by significant increases in ASPs. DRAM revenue reached $31.33B, accounting for 76% of total revenue, up 67% QoQ and 343% YoY. Bit shipments increased by a low-single-digit percentage sequentially, while ASPs rose by more than 60% QoQ. NAND revenue totaled $9.94B, representing 24% of company revenue, up 99% QoQ and 361% YoY. NAND bit shipments grew by a mid-single-digit percentage sequentially, while ASPs surged by more than 80% QoQ, marking the strongest increase among Micron's major product lines. On the technology front, Micron's 1γ (1-gamma) DRAM and G9 NAND process nodes have successfully entered volume production and are on track to become the highest-shipping generations in the company's history. Fueled by AI demand, the data center segment remained the primary growth driver, generating more than $25B in quarterly revenue, equivalent to an annualized run rate exceeding $100B. Data center SSD revenue surpassed $5B and more than doubled sequentially. Memory Has Become a Strategic Asset in the AI Era; SCAs to Enhance Financial Durability and Predictability Chairman, President, and CEO Sanjay Mehrotra stated, "Micron's record fiscal third-quarter results and even stronger fourth-quarter outlook underscore the strategic value of memory in the AI era." He further noted that Micron is investing at record levels in technology, products, and supply capacity to support rapidly growing customer demand. During the quarter, the company signed 16 Strategic Capacity Agreements (SCAs), covering approximately 20% of its DRAM shipments and one-third of its NAND shipments over the contract periods. Among these agreements, 14 carry minimum-price commitments that collectively represent approximately $100B in contracted revenue. Micron also expects to receive roughly $22B in customer deposits and related financial commitments tied to the signed SCAs. Upon completion of the current agreements, approximately half or more of the company's revenue is expected to be covered by SCAs. TrendForce Significantly Raises Global Memory Market Forecasts From an industry perspective, AI development is shifting from large-scale model training toward inference-centric Agentic AI applications, driving a structural expansion in memory demand. Meanwhile, supply constraints are unlikely to be resolved in the near term, continuing to support upward pricing momentum. As a result, TrendForce has substantially revised upward its global memory market forecasts. The 2026 memory market value estimate has been raised from $551.6B to $889.3B. For 2027, the forecast has been increased from $842.7B to more than $1.28T, representing annual growth of approximately 44%. 📊 More semiconductor news: buff.ly/4466Utg 📊 More industry charts: buff.ly/4hbxzLr

Memory makers’ profitability has seen a sharp reversal over the past two quarters, led by #Micron.

NEWS @NEWS2082680

8 hours ago

📈 #Micron delivers another AI-fueled blockbuster: 3QFY26 profit surged nearly 15x YoY while gross margin hit 84.9%. With #HBM4 revenue already topping $1B, the company is guiding for another 20% revenue jump in 4Q.💡More: pse.is/993mzp 🔗

0 4 12 33K 8

🚀 As #TSMC accelerates CoPoS (Chip-on-Panel-on-Substrate) development with pilot line setup, #ASE is also turning increasingly bullish on panel-level packaging, reportedly targeting FOPLP mass production by year-end.💡More: pse.is/993ggf 🔗

🚀 Global all-solid-state batteries are moving toward commercialization validation. With Japan holding 37% of SSB patents, can it break through LFP’s cost barrier and lead the global race for next-generation battery tech? 💡More analysis from TrendForce: buff.ly/CaAnvgj 🔗

💾 AI Servers Overtaking Smartphones in LPDRAM Consumption As AI inference deployment scales, AI servers are set to surpass smartphones as the world's largest LPDRAM demand source. Suppliers routing capacity to high-margin AI applications are making elevated pricing the new norm, squeezing consumer devices. Understand the shift 👉 buff.ly/hT49N1N Explore AI inference's impact on memory 📖 buff.ly/9iIijk0 #TrendForce #SelectedTopics

🖥️ Memory and component prices show little sign of cooling, leaving PC vendors little choice but to keep raising prices. According to #ASUS, cumulative PC prices are reportedly up 30% since late 2025, with another single-digit increase expected in Q3.💡More: buff.ly/Yn3DVK8 🔗

Memory giants are minting money — and paying their bosses accordingly.

NEWS @NEWS2082680

a day ago

💰 As #Kioxia posted strong 4QFY26 results with a 66% gross margin, executive pay also surged. Former President’s compensation reportedly jumped 6.6x YoY to ¥794M, reaching levels comparable to South Korea’s memory giants.💡More: pse.is/98xyzp 🔗

0 2 12 10K 2

AI demand is surging, and TSMC is scaling both engines to keep up, with Taiwan as the main stage. 🇹🇼⚡ 🔹 Advanced Node: 2nm ramping now, 3nm capacity still tight 🔹 Advanced Packaging: 5 sites operational across Taiwan, Chiayi (largest packaging and test facility) under construction 🏗️ 📈 CoWoS capacity CAGR >80% (2022–27) 📈 SoIC capacity CAGR >90% (2022–27) 🚀 #TSMC #2nm #AdvancedPackaging

👀 China's UNT is investing RMB 3B in a new 12-inch fab with 50K wafers/month of capacity. Notably, it targets 55nm #siliconphotonics chips and laser driver ICs for AI #optical interconnects.💡More: pse.is/98vqmx 🔗

【NAND Spot Market Remains in Pricing Standoff as 512Gb TLC Wafer Prices Fall 1.77%】 Recent spot prices have stabilized upon halting in reduction, though the rather high level has deterred small clients of restricted budgets from procurement. Actual demand for consumer electronics remains lethargic amidst immensely stagnant purchase sentiment, though sellers refuse to lower their prices under support of cost. Market participants have now entered a stalemate pertaining to the perception of prices, which led to a strong wait-and-see atmosphere, where only sporadic transactions are seen. Spots of 512Gb TLC wafers dropped by 1.77% this week, arriving at US$20.069. 📷 Related news: buff.ly/3xtxMXH 🔗 📷 For more on NAND Price: buff.ly/3VLrT2w 🔗

【DRAM Buyers Resist Higher Quotes as Mainstream DDR4 Spot Prices Gain 0.28%】 The overall DRAM spot market has trended sideways this week. Although low-priced inquiries have surfaced for certain chips, suppliers are still holding back. Meanwhile, buyers have shown little appetite for chasing higher prices. This lack of consensus has led to sluggish overall trading. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly increased by 0.28% from US$35.80 last week to US$35.90 this week. 📷 Related news: buff.ly/3U1g2fb 🔗 📷 For more on DRAM Price: buff.ly/3VK49vr 🔗

🔥 Even before #UMC rolls out its planned second-half price hikes, May earnings have surged. Net profit jumped 203% YoY to NT$8.45B, translating into EPS of NT$0.68, accounting for roughly 53% of the NT$1.29 earned in 1Q26.💡More: pse.is/98vw6n 🔗

📢 While advancing next-gen HBM, #Samsung is also moving fast on NAND, unveiling the industry’s first and fastest UFS 5.0 with double read speeds and 40% lower power consumption.💡More: pse.is/98vcdv 🔗

🚗 EV demand stayed resilient in Q1 2026 despite seasonality, as global traction inverter installations rose 1.9% YoY. 800V platform surged 21%, driven by rising high-voltage architectures and SiC inverter penetration.💡More from #TrendForce: buff.ly/2e7iJax 🔗

📈 A new round of #MCU price hikes is brewing. Following NXP and Infineon, #STMicroelectronics is reportedly gearing up for its second increase this year, effective late June.💡More: buff.ly/XPNx9Jb 🔗

🔥 Google's TPU program is becoming the ultimate ASIC battleground.

NEWS @NEWS2082680

2 days ago

🚀 Big moves in the ASIC market! #MediaTek is not only riding the price hike wave but also eyeing more share in #Google’s TPU program. Rumor has it TPU v9 will adopt a 336G SerDes solution—a direct hit to Broadcom’s edge.💡More: pse.is/98thk8 🔗

0 1 15 8K 11