Soaring AI compute demand is crowding out memory and analog chip capacity, with price hikes spreading from chipmakers to passive components and handsets, fueling broad-based semiconductor inflation and accelerating domestic substitution.
READ MORE
The explosive NAND revenue surge is powered by AI servers, record-breaking Japanese chip exports, and ADI's latest round of price hikes. While end-market PC demand remains soft, AI computing and capacity expansion investments continue to steer the industry's direction, with an increasingly bifurcated supply-demand landscape.
READ MORE
A wave of price increases is spreading from MLCCs and MCUs to DRAM, as capacity expansion and supply shortages coexist. AI computing demand is squeezing memory supply, pressuring end-market costs and disrupting TSMC's advanced packaging operations, while industry bargaining intensifies.
READ MORE
A wave of price increases is spreading from MLCCs and MCUs to DRAM, as capacity expansion and supply shortages coexist. AI computing demand is squeezing memory supply, pressuring end-market costs and disrupting TSMC's advanced packaging operations, while industry bargaining intensifies.
READ MORE
DRAM remains in tight supply, memory costs are reshaping the smartphone ecosystem, chip giants are battling for dominance in robotics, MLCC prices are rising in response, and U.S.-based manufacturing is gaining traction.
READ MORE
AI computing demand drives the memory and MLCC orders surge, though NAND tightness is set to ease next year and MCU recovery falters. The industry is shifting from a broad shortage to structural divergence, with AI hardware as the dominant theme.
READ MORE