CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Strong demand for AI servers and in‑house chip platforms is driving structural shortages in high‑end and mid‑high‑cap MLCCs. Inflation and high interest rates are suppressing end‑market consumption, f...
The AI industry entered a critical transition period in 2025, marked by the rapid expansion of LLMs and the large-scale commercialization of AI applications. For China’s semiconductor industry, this r...
AI-driven demand is crowding out capacity and pressuring MLCC supply, while high interest rates and inflation weigh on consumer electronics recovery. Distributor hoarding and price hikes have triggere...
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
Global semiconductor supply chains are shifting from efficiency to resilience amid escalating export controls, driving manufacturing diversification. Governments race to subsidize domestic ecosystems,...
DRAM contract and spot markets maintain upward trends. While CXMT's re-inclusion in the US military list inflicts no immediate sanctions, Entity List restrictions continue to hinder its advanced...
The contract market growth slows into a plateau due to weak terminal demand and high costs, while the spot market stabilizes amidst cautious sentiments and low trading volumes. Despite escalating geop...
Strong AI demand concentrates high-end MLCC specifications while weak consumer electronics shift capacity toward AI servers. CSP custom ASICs trigger frequent design changes, tightening supply and ext...
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
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...
Global NEV sales dipped slightly in Q1 2026, with BEVs showing modest growth while PHEVs declined. Full-year growth is still expected to outpace traditional vehicles. China’s market slowed due to poli...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
US-Iran stalemate and rising inflation weaken consumer electronics demand, while AI server and data center investments remain the core driver for tech sector growth, creating a differentiated supply c...
Under inflation and warfare, global economy faces uncertainty; Middle East conflicts disrupt supply chains, high energy prices elevate living costs and inflation expectations. Consumer confidence is l...
