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Market Insights
ExploreAI server, automotive and industrial demand is tightening selected BCD and smart-power IC supply, especially PMICs, smart switches, drivers and battery-management devices, increasing lead-time and sour…
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Nomura's 2026–2030 semiconductor outlook identifies nine technology shifts reshaping chipmakers, memory, power devices and optical ICs, while raising material, packaging, capacity and sourcing risks …
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STMicroelectronics has extended lead times across multiple MCU families, with several 90nm STM32 products reaching 52 weeks. The notice also calls for full-year 2027 orders and migration toward 40nm ST…
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CXMT is emerging as a fourth DRAM supply variable as AI shifts Samsung, SK hynix and Micron toward HBM, with early impact likely in commodity DRAM, DDR5 and LPDDR5X rather than near-term HBM leadership…
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The MLCC spot market is diverging as low-cap commodity prices soften while AI server and automotive MLCCs stay tight, pushing buyers to separate spot savings from high-end supply risk.
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