AI chip demand surges in 2026, with high-end GPUs dominating. NVIDIA leads, ASICs gain share, liquid cooling expands, and AI server value hits record highs.
Photonic packaging drives AI infra, shifting to mass production. CPO and glass platforms solve bottlenecks.
Rising contract prices have driven strong revenue and margin growth of DRAM supplier. Looking ahead, contract price forecasts have been raised to reflect sustained market momentum. Meanwhile, major su...
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earn...
As AI chips require increasingly stable power delivery, Si‑Cap (silicon capacitors) and their embedded/integrated packaging have become an important technological development direction, and key compan...
Strong server demand supports rising consumer DRAM contract prices. As major suppliers shift capacity to advanced nodes, mature processes face severe shortages, cascading pressure down generations. De...
Driven by AI server demand, 3Q26 memory contract prices continue to rise. However, due to high baselines and consumer cost limits, overall price growth will decelerate.
Analyst View: Anticipating future supply shortages, buyers are actively replenishing server memory inventories, boosting suppliers' pricing power. Although long-term agreement price caps limit av...
DRAM contract prices continue to rise. Driven by tight supply and expectations of negative production growth, manufacturers keep raising quotes. Despite pressure on passing costs to retail, low invent...
Contract prices have peaked at historic highs, severely compressing margins for downstream module makers. Coupled with weak end-market demand, buyers are strongly resisting higher quotes and adopting...
Driven by AI, automotive, and networking demands, the flash memory market faces structural shortages. Manufacturers shifting capacity to advanced nodes stalls mature output, pushing contract prices to...
The surge in demand for AI chips and high-speed servers is driving the demand for high-end fiberglass cloth. However, constrained by technical barriers, equipment bottlenecks, and yield challenges, th...
AI drives data centers from air to liquid cooling. Vendors deploy high-density power and tech, boosting growth.
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on...
Server DRAM contract prices are seeing upward momentum driven by robust server demand, whereas the spot market remains sluggish due to a lack of consensus between buyers and sellers. Regarding invento...
