AI demand tightens high-end MLCC supply, prompting agents to raise prices and strengthening supplier bargaining power. Geopolitical risks and inflation raise costs, curbing ODM leverage, with high-end...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
Weak consumer demand stalls flash markets, pressuring prices. Conversely, robust AI server demand drives Samsung's profit surge. Future strategies focus on advanced processes and large-capacity e...
Driven by supply shortages and bottoming supplier inventories, server memory makers now hold absolute pricing power, leading to continuous and substantial upward revisions in contract prices. Although...
US-Iran conflict escalates energy costs and inflation, impacting global supply chains via AI demand and geopolitics. Passive component sector faces capacity shifts; Japanese-Korean suppliers pivot to...
Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
Server DRAM prices surge on tight supply but future hikes will ease. Buyers globally rush to secure long-term contracts.
Q2 MLCC prices remain stable overall, with minor adjustments for high-cap special specs; supply stability prioritized. Global tensions raise costs, AI demand strong vs. mild consumer electronics.
Supply constraints drive surging PC DRAM contract prices and early upcoming-quarter negotiations. Higher costs suppress consumer demand. Weak retail sales cause spot prices to fall, diverging from soa...
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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...
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...
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...
