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AI Wave & DRAM Deficits: 2027 Global DRAM Outlook

2026/07/28 PDF

Driven by strong demand from cloud service providers, the demand for HBM and server modules has surged. However, constrained by long equipment lead times and capacity reallocation, supply growth conti...
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Global Capex Rises as China Builds AI Autonomy

2026/07/28 PDF

Global Capex rises on AI buildout as China speeds self-reliant chips, easing foreign hardware reliance. Key Highlights Capex: Global CSP spending climbs, led by North American hyperscalers. ...
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2Q26 Revenue Ranking among DRAM Suppliers

2026/09/04 PDF

Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although ...
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2Q26 Revenue Ranking among Top 10 Global Foundries

2026/09/04 PDF

AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top ...
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LED Industry Price Survey - 3Q26

2026/09/04 PDF

The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product pe...
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LED Industry Demand and Supply Database - 3Q26 (EXCEL)

2026/09/04 PDF

The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product pe...
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LED Industry Quarterly Update - 3Q26

2026/09/04 PDF

The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product pe...
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LED Industry Demand and Supply Database - 3Q26 (PDF)

2026/09/04 PDF

The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product pe...

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