The MLCC market in the fourth quarter shows polarization in shipments, with Japanese and Korean suppliers benefiting from strong AI infrastructure orders and growth, while Taiwanese and Chinese suppli...
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...
Supplier pricing strategies succeed, boosting profits, but beware over-tightening consumer production capacity and inventory. Geopolitical tensions cause raw material price fluctuations, with mixed US...
Global NEV markets are seeing steady growth in EV penetration. China’s growth is cooling from a high base, whereas the US pivots to hybrids and Western Europe sees policy-driven growth. BYD has overta...
Global geopolitical uncertainty weakens the dollar, driving up material prices and squeezing passive component profits. PC sector faces AI-driven supply squeezes, rising costs, and CPU shortages, lead...
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...
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...
Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and...
Global growth is slowing under tariff and inflation pressures, while AI drives ICT but crowds out capacity and lifts costs, pushing up prices for memory, PCB and end devices, which may curb demand. Su...
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...
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...
US economy slows, curbing consumer spending; memory shortages drive PC laptop price hikes and shipment cuts; AI data centers fuel CSP self-developed chips like Google TPU, boosting high-spec MLCC dema...
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...
The US may permit NVIDIA H200 exports to China to hinder full localization. As a strategic compromise, the H200 aims to fill the void left by H20. While facing competition from domestic policies, it r...
