The MLCC market in the fourth quarter shows polarization in shipments, with Japanese and Korean suppliers benefiting from strong AI infrastructure orders and growth, while Taiwanese and Chinese suppli...
1. Google is consolidating its proprietary TPUs, Ironwood racks, 3D Torus topology, and the Apollo OCS optical backbone into a unified high-speed interconnect architecture. As a result, the focus of c...
Driven by the proliferation of inference applications and the recovery in general server demand, the market is undergoing a structural transformation. Demand for high-capacity storage solutions is exh...
AI infrastructure expansion is driving an explosion in enterprise storage demand. With manufacturers prioritizing DRAM and HBM, the market faces a persistent supply deficit. The industry is transition...
Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs...
In Q1 2026, robust Server and AI demand crowded out Client SSD capacity as suppliers prioritized high-margin enterprise products. Coupled with low OEM inventory and replacement cycle needs, contract p...
Global Server Market – Trends and Outlook for 1Q26
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
As Co-Packaged Optics (CPO) moves from the lab toward commercialization, inspection has become the key to achieving mass producibility and long-term system stability. However, CPO inspection still fac...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
The exponential growth of generative AI is forcing data center infrastructure into an unprecedented architectural overhaul. As system bottlenecks shift away from compute and toward the “I/O wall,” the...
Driven by expanding CSP capital expenditures, AI server demand remains robust. Liquid cooling adoption accelerates as the high-end standard. Strong demand pushes HBM3e prices up amid tight supply, whi...
AI demand drives a 1Q26 seller's market. Capacity shifts to servers cause shortages. DRAM and NAND Flash prices rise broadly despite weak consumer demand.
CSP AI investment fuels robust server growth.
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
