Analyst summary: Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near‑term mainstream. Supplier competition is intensifying while HBM4 upgrades are expe...
AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline...
TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees...
Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely...
TrendForce indicates AI-driven data explosion causes structural changes in data center storage. HDD shortage accelerates QLC SSD demand, especially high-capacity products. Despite cost considerations,...
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...
The iPhone 17 lineup officially welcomes a new ultra-thin flagship model. Apart from the base variant, all models in the series feature notable upgrades in design and hardware specifications. Although...
The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating...
Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to inte...
In its endeavor to bolster its global leadership, the United States is actively promoting the reorganization of supply chains and the repatriation of manufacturing through the implementation of recipr...
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwel...
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
