Driven by price hikes rather than volume, holiday sales mask weak demand, leading to a conservative Q1 outlook and strict inventory control. However, strong demand for AI chips (e.g., TPUs) boosts hig...
The global net-zero transition continues to gain momentum, driven by carbon pricing mechanisms such as emissions trading, carbon fees, and cap-and-trade systems. In response, major manufacturers are a...
Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...
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...
Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control produc...
Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
Q4 sees a polarized demand in the electronics sector：consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes cha...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
US-China trade tensions escalate with tariff increases and export controls on rare earths and lithium batteries. Geopolitical conflicts undermine year-end consumer confidence, causing ICT demand to we...
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partner...
US political and economic uncertainty weakens consumption; cautious ODM procurement keeps supply chain tight. Only Apple models and AI servers bring highlights while most market remains conservative.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
