Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an indu...
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Global new energy and electric vehicle markets maintain growth, while overall auto sales are weighed down by weak ICE demand and China’s slowdown. In China, severe supply‑demand imbalance and margin p...
On July 27, 2026, the Chinese AI startup Moonshot AI officially open-sourced the weights for its flagship AI model, Kimi K3. Boasting a total parameter count of 2.8 trillion (2.8T), Kimi K3 currently...
The explosion of agentic AI services has driven server demand, pushing memory prices and revenues to a peak. Subsequently, end-user consumer electronics were suppressed by high costs, plunging the mar...
Geopolitical tension and tight monetary policy keep energy and materials costly, suppressing consumer electronics. Key MLCC inputs remain constrained, while AI servers and data centers drive robust de...
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
The FCC launches import review on foreign advanced robots, easing near-term Chinese competition, yet US reliance on Asian components will regionalize the supply chain, benefiting Taiwan, Japan, and Ko...
Agility Robotics unveils six policy proposals spanning manufacturing, supply chain, standards, talent, commercialization, and federal procurement, urging the US to counter China's humanoid lead.
Green communications leverages nuclear power, liquid cooling, and virtual power plants to overcome energy barriers for 5G and AI, integrating green hydrogen and small reactors for low-carbon power whi...
China's lithography drive poses little threat to ASML, but other mature-node process gains erode Western and Japanese rivals' revenue.
Global Capex rises on AI buildout as China speeds self-reliant chips, easing foreign hardware reliance.
The war between the US and Iran that broke out in 1H26 indirectly reshaped the global energy architecture. The conflict triggered a blockade of the Strait of Hormuz, pushing international oil prices a...
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
AI demand surges high-end MLCC shipments, prompting Japanese and Korean suppliers to shift consumer-grade capacity, creating gaps that Taiwanese and Chinese firms partially fill. Yet geopolitical risk...
