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Weekly News 028 | This Week’s HighlightsThis issue focuses on how continued AI demand is reshaping semiconductor equipment, advanced packaging, power semiconductors, memory supply, and regional manufa...
READ MORER&A Electronics Market Watch | July 2026AI Data Centers Shift Supply Pressure Beyond GPUsPower delivery, optical interconnects, thermal management, enterprise storage, and high-end passive compone...
READ MOREWeekly News 027 | This Week’s HighlightsThis issue focuses on the continued expansion of AI infrastructure and its impact across the semiconductor supply chain. Memory, enterprise SSDs, custom AI chip...
READ MORER&A Electronics Market Watch | July 2026July 1 Price Adjustments Signal a Broader Cost ResetAI infrastructure demand is reshaping pricing pressure across memory, mature-node capacity, and high-end...
READ MORE1. AI Data Center Chips: A Market Set for Explosive Expansion in 2025Omdia recently forecasted that the AI data center chip market will surge from USD 123 billion in 2024 to USD 207 billion in 2025. T...
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