CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Strong demand for AI servers and in‑house chip platforms is driving structural shortages in high‑end and mid‑high‑cap MLCCs. Inflation and high interest rates are suppressing end‑market consumption, f...
Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
In 3Q26, top DRAM makers are prioritizing server production, severely squeezing consumer DRAM supply; consumer contract prices are set to rise well ahead of server DRAM, while PC DRAM edges only sligh...
Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and sup...
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity.
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling ind...
AI chip demand surges in 2026, with high-end GPUs dominating. NVIDIA leads, ASICs gain share, liquid cooling expands, and AI server value hits record highs.
Rising contract prices have driven strong revenue and margin growth of DRAM supplier. Looking ahead, contract price forecasts have been raised to reflect sustained market momentum. Meanwhile, major su...
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earn...
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
AI capacity crowding tightens high-end MLCC supply while consumer demand weakens under inflation. Channels and some Taiwanese/Chinese makers selectively raise prices, yet Japanese and Korean firms hol...
Strong server demand supports rising consumer DRAM contract prices. As major suppliers shift capacity to advanced nodes, mature processes face severe shortages, cascading pressure down generations. De...
Driven by AI server demand, 3Q26 memory contract prices continue to rise. However, due to high baselines and consumer cost limits, overall price growth will decelerate.
Analyst View: Anticipating future supply shortages, buyers are actively replenishing server memory inventories, boosting suppliers' pricing power. Although long-term agreement price caps limit av...
