HBM shortages push AI chipmakers to cut stack heights, making 8hi mainstream from 2H27 while 12hi share declines.
Driven by expanding AI clusters and surging bandwidth, the AI networking market will reach US$269.5B by 2027 (92% CAGR from 2024). Growth is extending from back-end networks to high-speed accelerator...
Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
Rising memory prices curb next year's smartphone output, eased by pulled and downgraded parts; server demand props up quotes, but ample consumer inventory leaves trading thin.
AI and advanced nodes are driving a paradigm shift in process control. Although GAA, HBM, and advanced packaging follow different paths, all share one logic: testing costs far less than failure. This...
Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Oil prices and inflation dampen year-end consumer spending, leading to a divergence in consumer MLCCs where low-capacitance items weaken while high-capacitance items strengthen. AI servers and automot...
CSP and Neocloud demand lifts the AI server outlook as NVIDIA shifts to VR200, AMD and ASICs gain, and cooling upgrades.
Hyperscaler Capex keeps rising on price hikes and shortages; pricier AI racks drive server value growth over volume.
Boston Dynamics is choosing a lean, task-driven hand designed with mass production in mind, while Tesla's pursuit of near-human dexterity has made manufacturing its toughest bottleneck, a split t...
US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
Suppliers and CSPs have signed multi-year server DRAM LTAs, placing many of its bit supply under price-band mechanisms while the rest are negotiated quarterly; spot trading remains quiet and flat. Mic...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
Tight 8-inch supply fuels foundry price hikes, as TSMC and peers pivot mature capacity to advanced packaging and SiPh.
The memory market is exhibiting a clear two-tier divergence. Strong demand for high-performance storage, driven by cloud and artificial intelligence applications, is keeping supplier inventories at lo...
