Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, a...
UMC focuses on mature processes in China with limited expansion; main growth is in Singapore fab, while Vanguard accelerates capacity in the new Singapore fab, surpassing industry growth.
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM,...
As power consumption and thermal density in AI servers soar, traditional air-cooling methods are increasingly inadequate when it comes to meeting the demand of high-performance computing (HPC). Liquid...
The 2025 Guangzhou International Lighting Exhibition(GILE) was held as scheduled, with the theme “360°+1- Move Beyond, Light for Life,” aligning closely with the evolving demands of the LED lighting i...
On May 25, Figure AI CEO Brett Adcock announced that the company’s latest humanoid robot, Figure 03, has achieved bipedal walking, claiming it integrates the most advanced hardware system seen to date...
China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will r...
Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.
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...
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.
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in do...
Following the release of Wi-Fi 7 certification by the Wi-Fi Alliance, telecom equipment providers around the world have accelerated the introduction of Wi-Fi 7 routers, access points (APs), and other...
The report examines global opportunities in the BTM energy storage market, analyzing trends and providing strategic guidance.
COMPUTEX 2025 was convened for four days in mid-May, and invited 1,400 suppliers to showcase how AI is currently actuating industrial upgrades. The grand event focused on “AI NEXT” as this year’s topi...
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
