AI and advanced nodes are driving a paradigm shift in process control. Although GAA, HBM, and advanced packaging follow different paths, all share one logic: testing costs far less than failure. This...
Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Boston Dynamics is choosing a lean, task-driven hand designed with mass production in mind, while Tesla's pursuit of near-human dexterity has made manufacturing its toughest bottleneck, a split t...
Toshiba is significantly expanding its HDD capacity in the Philippines, but given the lead time from investment to output, the benefits will materialize later, adding supply to the market without resh...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
4Q26 humanoids diverge: West eyes industrial, home use; China pushes dynamic, service bots; dexterity, edge AI now key.
Tight 8-inch supply fuels foundry price hikes, as TSMC and peers pivot mature capacity to advanced packaging and SiPh.
Robust AI demand has driven profitability in HBM and server products, squeezing consumer memory supply and sparking explosive growth in memory prices and industry revenue. DRAM vendors are substantial...
H2 2026 saw humanoids move from output planning to real deployment, capital favoring leaders, sensing tech now pivotal.
Consumer DRAM prices are approaching the limit of buyer cost tolerance, with recent contract prices settling slightly higher and the spread between high and low pricing narrowing somewhat. Looking ahe...
The memory market is exhibiting a clear two-tier divergence. Strong demand for high-performance storage, driven by cloud and artificial intelligence applications, is keeping supplier inventories at lo...
CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.
Agility Robotics' filing shows big orders but thin revenue, underscoring humanoid robotics' profitability challenge.
Driven by AGI and Agent AI, North American cloud providers' urgent orders for enterprise SSDs created a structural shortage in high-end storage. Suppliers prioritized capacity for high-margin pro...
To address the surging KV cache demand driven by the development of agentic AI, cloud service providers are shifting their procurement toward high-performance QLC SSDs. By leveraging their high densit...
