Severe shortages are driving a surge in NAND Flash prices and panic buying across contract and spot markets. Meanwhile, YMTC is aggressively expanding capacity, advancing technology, and planning an I...
Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive d...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
Navigation technology is crucial for the development of robots, as it supports a variety of tasks. Recent strategic moves by companies such as Galbot and NEURA, along with developments by Agility and...
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 NAND Flash market is facing supply shortages from 4Q25 due to the surging enterprise SSD demand and limited supply growth. Spot market prices are soaring, and supplier inventories are rapidly depl...
AI is fundamentally transforming the NAND Flash market. Robust enterprise SSD demand is driving up both contract and spot prices. Suppliers control negotiations, market tightness is projected to conti...
Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
1X NEO remains at the stage of product experimentation. Its joint flexibility, endurance, and self-decision-making capabilities are not yet sufficient to support fully autonomous household tasks. Howe...
NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
The rise of AI and HPC workloads has significantly increased GPU power consumption, from a few hundred watts to over 2,300W in the Rubin generation. This evolution has elevated cooling from a mere sup...
Solid state battery (SSB) has higher energy density and higher safety, which is a promising next-gen EV battery technology. At present, relevant enterprises in Europe, the United States, Japan and Sou...
The latest Foundry Newsletter reports analyzes the global foundry market, noting demand-supply dynamics, yield issues across fabs, and shifting supply chains amid uncertainty.
Figure AI has made significant advancements in both the structural and system integration aspects of its latest product, the Figure 03. Compared to previous versions, the new model features simplified...
Strong enterprise SSD demand and supplier stock retention are fueling NAND Flash price surges. Severe supply-demand imbalance forecasts persistent shortages into H1 2026.
