Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
The need for power integrity in AI servers is extending from the board level directly into the package. This shift is driving a transition in capacitor technology, moving beyond a sole reliance on tra...
HBM 2027 supply talks remain unresolved as suppliers push for steep price hikes; NVIDIA's SOCAMM adjustment reflects supply constraints, not demand reduction.
Driven by AI expanding into inference, cloud providers are accelerating data center buildouts, triggering a surge in server memory orders. This has caused contract prices to skyrocket and fueled robus...
HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.
Server DRAM contract prices strengthen on supplier hikes, while spot markets show modest gains amid cautious buying. To overcome conventional capacity constraints caused by a focus on high-bandwidth m...
Since 2H25, accelerated AI infrastructure buildouts by CSPs have surged HBM demand and crowded out conventional DRAM capacity, pushing the broader DRAM market into shortage. Constrained by annual pric...
The contract market sees seller-driven price hikes amid strong demand, while the spot market remains stagnant. Suppliers' focus on advanced and HBM causes legacy product shortages. Constrained by long...
Driven by the expansion of AI inference demand into general servers, memory procurement has surged. With supplier inventories bottoming out and production capacities concentrated on high-margin produc...
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
The three major HBM suppliers highlighted HBM4 mass production and HBM4e development, as competition shifts toward pricing power and next-generation specs. Suppliers also remain positive on long-term...
Strong AI and server demand is driving upward revisions in memory contract prices, despite a sluggish spot market. Supplier inventories have bottomed out, with high-end applications driving profits. N...
AI server market expands robustly in 2026 amid hyperscaler capex, NVIDIA racks, and tight HBM-CoWoS supply chains.
Smartphone Mobile DRAM contract prices are maintaining their strong upward momentum in 2Q26. Samsung and Micron were the first to issue quotes, whereas SK hynix and CXMT have only provided tentative p...
