Samsung accelerates the reduction of mature capacities while hiking prices on fully-loaded advanced nodes. Meanwhile, benefiting from supply shifts and early stocking against rising component costs, C...
AI drives huge server memory demand. Depleted inventory sparks surging prices. Custom chips disrupt processor markets.
Amid persistent memory shortages and climbing contract prices, Micron has seen remarkable growth in its revenue and gross profit, and has signed long-term strategic contracts with clients. Micron has...
Driven by robust AI demand, memory has become a strategic asset. Surging contract prices will trigger a spot market rebound. Stellar earnings and multi-year strategic agreements signal a structural sh...
The Gold+ member market report covers: 1. 2026-2030 LED industry application market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 2025; 3. LED in...
Cloud demands drive memory players to sign long-term agreements with prepayments, securing capacity and sparking price uptrends.
Memory prices will rally soon. To avert shortages, clients are signing long-term volume contracts to fund supplier expansions.
Driven by strong demand, TSMC accelerates global expansions for advanced nodes and packaging; UMC pushes joint-node sampling despite delays and develops silicon photonics; Vanguard comprehensively rai...
CSPs' AI push fuels HBM shortages and price hikes. Strong conventional DRAM dilutes HBM share; base die production shifts to TSMC.
Mobile DRAM revenue hit new highs driven by surging contract prices, confirming a seller-driven super cycle. Major manufacturers shifting capacity to AI applications has tightened supply, allowing CXM...
In 4Q25, DRAM revenue surged due to AI-driven demand and soaring contract prices. Inventory depletion and prioritization of AI caused severe shortages, boosting profitability. For 1Q26, despite season...
Contract prices rose post-holiday, led by DDR5. Despite weakening consumer electronics demand and a quiet spot market, supply remains structurally tight due to robust AI/server needs and limited produ...
The NAND market shows structural divergence. Rising costs are suppressing consumer shipments, while AI drives robust enterprise demand. Suppliers are shifting capacity to servers and managing supply p...
Market outlook diverges: Samsung accelerates US expansion despite yield risks. Rising memory costs slow SMIC and Nexchip, while AI orders boost HuaHong. GlobalFoundries significantly increases capex f...
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...
