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.
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
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...
A "capital + data + materials/components" framework signifies China's effort to comprehensively strengthen its humanoid robot industry's dominance across funding, technology, and the supply chain. Thi...
Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a...
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
DRAM contract prices are expected to peak by late 2025, then decline as new capacity emerges. DDR4 faces critical long-term shortages. HBM3e prices soften, HBM4 maintains a premium, with Samsung leadi...
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...
In 2Q25, NAND Flash saw client SSD prices rise from tariff-driven PC pre-stocking, with moderate overall ASP growth. 3Q25 shifts to AI/server-led enterprise SSD demand, creating controller IC shortage...
Given the complexity and diversity of the challenges faced by urban transportation, the parallel development of intelligent transportation systems (ITS) and autonomous driving aims to address congesti...
This report delivers a comprehensive analysis of the near-eye display devices market, evaluating its current state and outlook through multiple dimensions including market size, relevant technological...
The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...
NVIDIA has released its latest SoC, Jetson Thor, which provides efficient computing power to enable advanced humanoid robots to think more like humans in practical applications. IFR also provides insi...
In 2026, Taiwan’s major foundries increase utilization; PSMC grows with new partnerships, UMC stable, Vanguard benefits from premium capacity and new fab, while TSMC’s advanced nodes remain fully util...
