AI-driven data centers evolve from single-chip to heterogeneous multi-GPU architectures. High-speed optical interconnects enable scalability, while silicon photonics and co-packaged optics boost bandw...
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
This report analyzes the capital expenditure structure of a typical hyperscale AI data center, breaking down the spending into physical infrastructure, IT computing facilities, and networking equipmen...
US political and economic uncertainty weakens consumption; cautious ODM procurement keeps supply chain tight. Only Apple models and AI servers bring highlights while most market remains conservative.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize en...
U.S. inflation pressures and labor market weakness lead to rate cuts; traditional demand drops while AI servers and automotive electronics grow, causing supply chain segmentation.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...
In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. High-end and automotive MLCC price drops narrow due to competition. Economic uncertainties in US and China a...
US inflation and tariffs drive prices up and reduce consumer confidence; China's economic slowdown weakens demand; AI drives shift to high-end products; suppliers control inventory and mainta...
Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastr...
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
