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...
The MLCC market in the fourth quarter shows polarization in shipments, with Japanese and Korean suppliers benefiting from strong AI infrastructure orders and growth, while Taiwanese and Chinese suppli...
Global instability and rising raw materials drive up electronic component costs; AI infrastructure demand boosts memory super cycle, shifting ODMs' negotiation to stable pricing for supply securi...
Supplier pricing strategies succeed, boosting profits, but beware over-tightening consumer production capacity and inventory. Geopolitical tensions cause raw material price fluctuations, with mixed US...
Global geopolitical uncertainty weakens the dollar, driving up material prices and squeezing passive component profits. PC sector faces AI-driven supply squeezes, rising costs, and CPU shortages, lead...
Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT order...
Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and...
Global growth is slowing under tariff and inflation pressures, while AI drives ICT but crowds out capacity and lifts costs, pushing up prices for memory, PCB and end devices, which may curb demand. Su...
In 2025, global economic growth slows due to US-China trade policies. The demand for AI chips boosts the need for advanced MLCCs, with cautious expansion by Japanese and Korean firms and low-price str...
US economy slows, curbing consumer spending; memory shortages drive PC laptop price hikes and shipment cuts; AI data centers fuel CSP self-developed chips like Google TPU, boosting high-spec MLCC dema...
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...
Driven by price hikes rather than volume, holiday sales mask weak demand, leading to a conservative Q1 outlook and strict inventory control. However, strong demand for AI chips (e.g., TPUs) boosts hig...
This report analyzes the Chinese SiC power device market, driven by robust demand from EV high-voltage platforms and AI data centers. While intense price competition accelerates industry consolidation...
With slowed global growth and weak demand in consumer and automotive markets, AI infrastructure drives MLCC profit; polarization ahead as high-end product demand rises, impacting vendor strategies.
