AI demand tightens high-end MLCC supply, prompting agents to raise prices and strengthening supplier bargaining power. Geopolitical risks and inflation raise costs, curbing ODM leverage, with high-end...
The global energy storage industry will reach a pivotal turning point in 2026. The explosive growth of artificial intelligence data centers (AIDC) is creating a lucrative, high-growth blue ocean for a...
Optical interconnects in AI data centers are shifting from legacy pluggable optics toward LPO, CPO and OCS. LPO streamlines the signal chain to improve power while keeping a pluggable model, CPO co‑pa...
AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers se...
US-Iran stalemate and rising inflation weaken consumer electronics demand, while AI server and data center investments remain the core driver for tech sector growth, creating a differentiated supply c...
Under inflation and warfare, global economy faces uncertainty; Middle East conflicts disrupt supply chains, high energy prices elevate living costs and inflation expectations. Consumer confidence is l...
US-Iran conflict escalates energy costs and inflation, impacting global supply chains via AI demand and geopolitics. Passive component sector faces capacity shifts; Japanese-Korean suppliers pivot to...
Middle East stalemate and inflation pressures drive OEMs to pull forward shipments for market share, yet pricing strategies diverge. Global economy faces systemic risks, prolonging high rates and shif...
Rising oil prices and shipping costs heighten inflation risks amid prolonged geopolitical conflicts, potentially leading to global recession and monetary tightening. ICT stockpiling turns conservative...
The global SiC market is transitioning from capacity expansion to technical upgrades. Driven by the adoption of high-voltage EV platforms, the industry focus is shifting from innovation to cost and sc...
In 2026, power semiconductors have evolved from conventional components into strategic enablers reshaping the global energy landscape. SiC and GaN technologies are entering a phase of large-scale depl...
Q2 MLCC prices remain stable overall, with minor adjustments for high-cap special specs; supply stability prioritized. Global tensions raise costs, AI demand strong vs. mild consumer electronics.
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of...
Rising oil prices and freight costs heighten inflation risks, with AI supporting demand while ICT stockpiling turns conservative. Prolonged geopolitical conflicts sustain high energy costs, potentiall...
Tariff shifts and geopolitical conflicts drive up supply chain costs. While AI infrastructure remains robust, PC and smartphone markets weaken under rising component prices. This polarization, coupled...
