The surge in demand for AI chips and high-speed servers is driving the demand for high-end fiberglass cloth. However, constrained by technical barriers, equipment bottlenecks, and yield challenges, th...
Global semiconductor supply chains are shifting from efficiency to resilience amid escalating export controls, driving manufacturing diversification. Governments race to subsidize domestic ecosystems,...
Driven by AI infrastructure, major DRAM makers shift capacity to advanced nodes, tightening mature processes. To secure supply and control costs, brands downgrade to older generation consumer DRAM, sh...
Beyond full-rack solutions, NVIDIA is also actively promoting its standalone Vera CPU to capture the AI inference market. However, given the LPDRAM supply bottleneck, NVIDIA has decided to reduce the...
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...
Co-packaged optical (CPO) technology is entering the commercialization stage, driven by AI data center demand for higher bandwidth and lower power consumption. Volume production begins in 2026, with l...
HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.
Capital shifts to high-performance chips have squeezed mature processes, triggering structural shortages in high-reliability memory. As value revaluation outpaces volume growth, market revenue surges....
Driven by strong low-cost laptop sales and active server restocking, supplier inventories remain low, maintaining strong pricing power. PC DRAM contract prices grew significantly in Q2, with the upwar...
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...
AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers se...
Under inflation and warfare, global economy faces uncertainty; Middle East conflicts disrupt supply chains, high energy prices elevate living costs and inflation expectations. Consumer confidence is l...
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...
PC DRAM contract prices rose this quarter, but momentum slowed. High costs weakened PC sales, cooling negotiations and ending the extreme seller's market. Spot markets stabilized, while long-term...
AI demand reshapes chip supply; advanced nodes and packaging turn scarce, with early lockdowns now defining leadership.
