Microsoft and Meta are accelerating AI infrastructure. Microsoft balances capacity constraints via leasing, trading margins for growth. Meanwhile, Meta shifts to an aggressive strategy, leveraging rap...
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
Driven by price hikes rather than volume, holiday sales mask weak demand, leading to a conservative Q1 outlook and strict inventory control. However, strong demand for AI chips (e.g., TPUs) boosts hig...
Google and Amazon leverage custom chips for superior AI cost-efficiency. Google pursues aggressive infrastructure expansion to meet demand, while Amazon uses retail cash flow to sustain high capital i...
2026 marks the GW-level data center era. CSPs prioritize AI dominance with massive spending. OpenAI shifts to co-developing infrastructure, driving a structural power demand surge.
With slowed global growth and weak demand in consumer and automotive markets, AI infrastructure drives MLCC profit; polarization ahead as high-end product demand rises, impacting vendor strategies.
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to streng...
Driven by mobile and AI demand, leading MLCC suppliers maintained stable performance; consumer and automotive segments face pricing pressure.
Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control produc...
The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-late...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
Q4 sees a polarized demand in the electronics sector：consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes cha...
Weak seasonal demand prompts conservative ODM stockpiling. US government shutdown and weak consumer sentiment dampen spending. China/global electronics orders slump; only AI server/MLCC orders hold. C...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
US-China trade tensions escalate with tariff increases and export controls on rare earths and lithium batteries. Geopolitical conflicts undermine year-end consumer confidence, causing ICT demand to we...
