AI drives huge server memory demand. Depleted inventory sparks surging prices. Custom chips disrupt processor markets.
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power suppl...
AI demand shifts memory capacity to enterprise products. Severe shortages will drive continuous contract price hikes.
AI demand and surging prices boosted server DRAM revenue. Buyer stockpiling depleted inventory, fueling an upcycle.
Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
Memory prices will rally soon. To avert shortages, clients are signing long-term volume contracts to fund supplier expansions.
AI chips represent the core cost component of computing infrastructure. Recently, reports that Google’s TPU has been adopted by several leading companies have drawn attention to the possibility of mor...
CSPs' AI push fuels HBM shortages and price hikes. Strong conventional DRAM dilutes HBM share; base die production shifts to TSMC.
North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn...
NVIDIA achieved record revenue driven by cloud AI and data center dominance. North American CSPs lead demand, establishing the GB series as mainstream and accelerating liquid cooling. However, HBM4 de...
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Conseque...
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...
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing mo...
