AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
The 1Q26 DRAM market has entered a seller-driven super-cycle fueled by robust AI demand. Capacity crowding is triggering broad price surges, with forecasts being revised upward. As manufacturers prior...
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, pric...
Global growth is slowing under tariff and inflation pressures, while AI drives ICT but crowds out capacity and lifts costs, pushing up prices for memory, PCB and end devices, which may curb demand. Su...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh c...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
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As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche....
Samsung to focus on advanced nodes in 2026 with full capacity utilization; SMIC to raise 8-inch and memory foundry prices on strong demand; HuaHong to expand capacity and advance specialty platforms;...
Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics...
Driven by supply constraints from the shift to DDR5 and suppliers' reluctance to sell, DDR4 prices have surged. DDR3 prices followed suit due to reduced output. Strong spot market performance sug...
Server DRAM prices surge due to depleted inventory and robust AI demand. HBM expansion squeezes standard supply, causing shortages. Suppliers prioritize major CSPs, cutting allocations for others. Sig...
Led by Samsung, DRAM contract prices are rising significantly, driven primarily by Server DRAM. The spot market remains strong despite year-end factors, with DDR4 supply tightening. Suppliers hold lev...
PC DRAM contract prices surged significantly in late 2025. Manufacturers prioritized strategic clients due to tight capacity, raising costs for OEMs relying on modules. Anticipated hikes boosted deman...
