Global instability and rising raw materials drive up electronic component costs; AI infrastructure demand boosts memory super cycle, shifting ODMs' negotiation to stable pricing for supply securi...
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North Am...
Server DRAM prices are set for a sharp surge in early 2026 driven by critical shortages. Suppliers retain strong leverage, with Korean makers delaying quotes to maximize hikes. Despite capacity reallo...
Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT order...
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development...
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh c...
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...
Server DRAM prices surge due to depleted inventory and robust AI demand. HBM expansion squeezes standard supply, causing shortages. Suppliers prioritize major CSPs, cutting allocations for others. Sig...
In 2025, global economic growth slows due to US-China trade policies. The demand for AI chips boosts the need for advanced MLCCs, with cautious expansion by Japanese and Korean firms and low-price str...
Looking to 2026, sustained AI infrastructure build-outs will drive server demand. High CAPEX from North American CSPs supports NVIDIA's new platforms and ASICs. While Tier-2 risks exist, robust m...
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; furt...
With slowed global growth and weak demand in consumer and automotive markets, AI infrastructure drives MLCC profit; polarization ahead as high-end product demand rises, impacting vendor strategies.
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to streng...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
