Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion ca...
Server DRAM contract prices strengthen on supplier hikes, while spot markets show modest gains amid cautious buying. To overcome conventional capacity constraints caused by a focus on high-bandwidth m...
The NAND market polarizes as robust cloud and enterprise demand drives LTA reforms and squeezes consumer bargaining power, while weak smartphone and spot markets, coupled with aggressive vendor expans...
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
Figure AI locks Figure 04 design for mass production, while Figure 03 proves long autonomous warehouse runs and home collaboration, advancing its industry-first, home-next commercialization roadmap.
Fueled by robust AI demand, suppliers currently dominate the market while maintaining critically low inventory levels. Aggressive stockpiling by cloud giants sustains elevated prices. Meanwhile, despi...
This monthly report focuses on the nuclear industrial lighting market. It highlights market scale forecasts, product and application scenarios, supply chain structures, and the competitive landscape o...
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
Contract markets show steady server but weak smartphone demand, while spot prices face pressure from cautious buyers. Edge artificial intelligence drives massive high-capacity storage needs, yet conse...
The three major HBM suppliers highlighted HBM4 mass production and HBM4e development, as competition shifts toward pricing power and next-generation specs. Suppliers also remain positive on long-term...
Taiwan foundries see strong 2Q26 rebound, led by TSMC's 3nm ramp and packaging, with peers eyeing HBM and interposer.
Hannover Messe 2026 elevates humanoid robots alongside industrial AI, marking the shift from showcase to industrial deployment, with task capability, supply chain readiness, ROI, and standardization s...
This report will provide an in-depth analysis of dynamics across the upstream, midstream, and downstream segments of the SSB industrial chain. It covers capacity expansion and supply chain collaborati...
Weak consumer demand stalls flash markets, pressuring prices. Conversely, robust AI server demand drives Samsung's profit surge. Future strategies focus on advanced processes and large-capacity e...
Driven by robust demand for AI servers, enterprise storage products are yielding substantial profits, prompting suppliers to actively expand advanced manufacturing processes. However, high end-market...
