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...
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
AMOLED technology and Market Analysis keeps track on Penetration, market shares, makers' movement and technology development, etc.
This monthly report focuses on part two of the educational lighting market, covering player dynamics and market competition analysis. It analyzes the differentiated advantages, competitive strategies,...
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...
2027 NAND splits: enterprise SSDs surge on AI demand, while consumer products face price pressure from oversupply.
CSP QLC demand lifts ESSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
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...
CSPs scale ASICs alongside GPUs, lifting packaging demand as CoWoS-L leads while EMIB-T and FOPLP emerge as new options.
Driven by demand for artificial intelligence and cloud services, enterprise storage products are in short supply, driving significant growth in average memory selling prices and total industry revenue...
NOR Flash memory is facing a structural imbalance as major international manufacturers reallocate capacity to high-end AI products, contracting supply amid surging demand from servers and automotive a...
