Samsung accelerates the reduction of mature capacities while hiking prices on fully-loaded advanced nodes. Meanwhile, benefiting from supply shifts and early stocking against rising component costs, C...
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...
NVIDIA’s integration and deployment for Cosmos, Isaac, and GR00T at GTC 2026 could potentially reduce training cost alongside breakthroughs of simulation technology, as well as realize commercializati...
Driven by robust AI demand, memory has become a strategic asset. Surging contract prices will trigger a spot market rebound. Stellar earnings and multi-year strategic agreements signal a structural sh...
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...
This monthly report focuses on the LED sports lighting market and is presented in two parts. Part 1 covers the industry overview, market size analysis, product categories, application scenarios, and m...
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.
Cloud demands drive memory players to sign long-term agreements with prepayments, securing capacity and sparking price uptrends.
As data centers adopt HVDC architectures to reduce grid-to-chip power losses, demand for advanced power conversion and next-gen semiconductors surges. Meanwhile, Asian manufacturers continue to domina...
Driven by strong demand, TSMC accelerates global expansions for advanced nodes and packaging; UMC pushes joint-node sampling despite delays and develops silicon photonics; Vanguard comprehensively rai...
The “Humanoid Robot and Embodied Intelligence Standards System” is not just a technical document, but also a part of China's policy layout, with core purposes including the guidance of a healthy...
Driven by new models and AI deployments, smartphone and server shipments grew in Q4, while notebooks declined due to economic factors. Looking into Q1, surging material costs are forcing price hikes,...
The NAND market shows structural divergence. Rising costs are suppressing consumer shipments, while AI drives robust enterprise demand. Suppliers are shifting capacity to servers and managing supply p...
Market outlook diverges: Samsung accelerates US expansion despite yield risks. Rising memory costs slow SMIC and Nexchip, while AI orders boost HuaHong. GlobalFoundries significantly increases capex f...
Tesla CEO Elon Musk plans to complete the construction of mass production lines for Optimus Gen 3 within 2026, targeting an annual output of 1 million units by year-end. However, considerable uncertai...
