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...
NVIDIA once again showcased its Rubin-series chips and rack systems—scheduled for launch by the end of 2026—at GTC 2026 on March 16th. Compared to the previous generation, the Rubin series boasts sign...
Quarterly TV Market Update offers a profound analysis based on market information, such as shipment data, product size changes, supply chain structures new product developments and hot topics to keep...
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
NVIDIA's upgraded HBM4 specifications have delayed supplier validations. Samsung, leading in chip performance, is poised to complete certification first and increase market share, while competitors re...
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...
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...
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 giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different...
Rising oil prices and freight costs heighten inflation risks, with AI supporting demand while ICT stockpiling turns conservative. Prolonged geopolitical conflicts sustain high energy costs, potentiall...
AI demands and chip upgrades drive smartphone storage growth despite high costs. Brands raise base specs, making large capacities the new standard.
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.
