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Tightening of LPDDR4X Supply Drives Up Prices; Smartphone Brands to Accelerate Adoption of LPDDR5X, Says TrendForce

17 July 2025

TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.

H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce

16 July 2025

TrendForce reports that the U.S. government is likely to lift restrictions on NVIDIA’s H20 GPU exports to China. This policy reversal is expected to boost demand recovery from local AI and CSPs, with the H20 poised to once again become the primary high-end AI chip in the market. The renewed availability of H20 is also anticipated to drive up demand for HBM.

3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce

9 July 2025

TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.

Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce

7 July 2025

TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.

Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce

2 July 2025

TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.


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