DRAM spot prices are significantly higher than contract prices. The market waits for the new contracts to be released before we can determine future trends. TrendForce
NAND flash memory prices rose by as much as 90% in Q1 2026. Counterpoint
PC manufacturers HP, Dell, Acer, and ASUS are considering sourcing memory chips from Chinese chipmakers for the first time.
Infineon plans to invest $3.19 billion to expand its data center chip production capacity.
Landscape of the US AI market is shifting: ChatGPT is no longer dominant, with Gemini and Grok each holding a leading position.
Sales of DDR4 and DDR5 memory chips continued to decline slightly. TrendForce
Indian trade officials say India will import $300 billion worth of US goods annually, and the US will become one of Indian main suppliers of energy, aircraft and chips.
Indian Ministry of External Affairs stated that it is establishing a multi-tiered intergovernmental cooperation mechanism for the semiconductor industry with Malaysia.
Infineon: Shortage of power switches and ICs; product prices will rise starting April 1st, 2026.
