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;...
The report provides an in-depth analysis of the various stages within the photovoltaic industry chain, including silicon wafers, solar cells, and modules. It systematically tracks and examines the pro...
Driven by robust AI server demand, suppliers prioritize high-margin products, causing shortages elsewhere and driving up prices. With supplier inventory at low levels, it remains a seller's m...
NAND Flash prices are rising due to tight supply. Micron reported significant revenue and margin growth driven by robust AI and data center demand. Future focus remains on high-capacity QLC and enterp...
TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...
The world's largest robotics event, the International Robot Exhibition (iREX), took place in Japan in early December 2025. This year's theme, "Sustainable Societies Through Robotics," aimed to explore...
The quarterly report covers movements of the panel upstream component industry, including component price trend, product development trend, panel techology development trend, and panel cost analysis.
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...
Upcoming quarterly contract prices keep rising on higher wafer costs and stronger buying. Spot prices stay firm amid tight supply. Smartphone NAND Flash sees upward pricing and narrowing regional gaps...
The Japanese earthquake left Kioxia’s Kitakami operations unaffected. With competitors prioritizing DRAM due to the AI boom, limiting NAND Flash expansion, Kioxia’s K2 plant becomes pivotal. possessin...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
This report provides a comprehensive analysis of the automotive semiconductor industry’s transition toward electrification and intelligence. It covers market data forecasts (2024-2029), the revolution...
In late November 2025, the National Development and Reform Commission (NDRC) took the rare step of issuing a public warning, highlighting risks of overheated investment situation, excessive capacity e...
Looking to early next year, contract prices are projected to rise significantly due to low inventory and strong supplier leverage, with spot prices remaining high. While CXMT's capacity expansion...
