In 3Q26, top DRAM makers are prioritizing server production, severely squeezing consumer DRAM supply; consumer contract prices are set to rise well ah...
Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electron...
Panel price book provides monthly market price changes of LCD TV panel, LCD monitor panel and notebook panel, classified by sizes, and related specifi...
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity. Key Highlights TSMC Nodes: Taiwa...
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has cause...
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 ...