Winbond has agreed to acquire Infineon's NOR Flash and F-RAM businesses for more than US$1 billion, with closing targeted for 2H27. The deal brings automotive qualifications and high-density...
AI compute surges in 2026 as ASICs rise, NVIDIA defends its ecosystem, and bandwidth becomes the bottleneck.
This report uncovers the overall Micro LED market size and provides an in-depth analysis of distinct Micro LED applications and manufacturer dynamics, spanning various glass-based display applications...
CSPs scale ASICs alongside GPUs, lifting packaging demand as CoWoS-L leads while EMIB-T and FOPLP emerge as new options.
AI makes Japanese/Korean MLCC firms cut consumer capacity, allowing Chinese entry to global chains but they dominate servers.
NOR Flash memory is facing a structural imbalance as major international manufacturers reallocate capacity to high-end AI products, contracting supply amid surging demand from servers and automotive a...
Driven by AI Agent computing expansion and third-party outsourcing demand, server shipments and CPU requirements have been revised upward. Memory suppliers face severe capacity constraints due to shif...
In 2Q26, Server DRAM revenue surged 53% QoQ to $75.58B. AI servers drove demand for high-capacity RDIMMs and DDR5. With rock-bottom supplier inventories, average prices rose 53–58%, pushing the supply...
AI servers power surging demand, yet U.S. grid capacity trails shipments as midterm politics raise deferral risk.
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top five stayed stable; VIS rose on stronger demand, r...
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
HBM 4hi samples emerge; low capacity curbs data center use; edge interest stays early, supplier uptake cautious.
3Q26 memory contract prices were finalized on strong server and AI demand, while the consumer segment reached a pricing compromise; meanwhile, the spot market remained flat due to weak end-user demand...
