| Mobile Web

Search results for TrendForce

Industry

AI HBM capacity investment keeps general-purpose memory shortage until 2027

Global memory supply may meet only 60 percent of demand through 2027, as capacity additions focus on AI server high-bandwidth memory and lag fast-rising demand. New production lines are largely expected to come on stream in 2027 or 2028. Analysts see limited near-term output gains and rising price pressure, with DRAM and NAND contract prices forecast to jump in 2026. Higher memory costs are increasingly reflected in device manufacturing costs and broader pricing pressure.

Finance

Bitcoin bottom may still lie ahead as Anthropic launches Claude Opus 4.7

CryptoQuant analyst YJ said XRP is supported by stronger network activity even though it is well below its 2025 peak, citing a lower NVT reading and higher participation. Into The Cryptoverse CEO and former NASA researcher Benjamin Cowen projected bitcoin’s cycle low could form around October 2026, while not fully ruling out an earlier low. Anthropic launched Claude Opus 4.7, and Samsung group shares rose broadly amid easing Middle East risk.

Games & Commerce

Chipflation drives up console and PC prices, raising fears gaming becomes an expensive hobby

A memory chip shortage driven by a surge in AI server demand is rippling through the games market, lifting prices for consoles, PCs and potentially software. Prices for DRAM and NAND have jumped, and companies such as Sony have raised PS5 prices. Steam has revised currency pricing parameters for South Korea, which could lift local game prices depending on publisher choices. Higher device and server costs may hit demand and raise risks for Korean developers preparing major PC and console releases.