US August employment data significantly missed expectations, with unemployment rate rising to historic high and weak domestic demand. OEMs and ODMs showed cautious new order planning, indicating unsta...
The repatriation policy of the US semiconductor manufacturing is spurring suppliers to increase investment in the US and accelerate plans for plant establishment. Due to the high labor costs and scarc...
The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize en...
U.S. inflation pressures and labor market weakness lead to rate cuts; traditional demand drops while AI servers and automotive electronics grow, causing supply chain segmentation.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely...
Global economy remains cautious, supply chain stays conservative, market demand is weak, and uncertainties persist amid political and economic factors.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. High-end and automotive MLCC price drops narrow due to competition. Economic uncertainties in US and China a...
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
Amid rising geopolitical awareness, smartphone brands have gradually diversified production to countries like India and Vietnam in recent years; however, China remains the primary manufacturing hub in...
US inflation and tariffs drive prices up and reduce consumer confidence; China's economic slowdown weakens demand; AI drives shift to high-end products; suppliers control inventory and mainta...
Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastr...
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to inte...
