Agentic AI Drives Server CPU Upside
China shipments have declined further in recent weeks, though a recovery is anticipated during the 618 shopping festival. China-based OEMs are expected to launch promotional campaigns during this period to…
Consumer market conditions have softened further
China’s consumer market softened after the Chinese New Year, with smartphone demand declining from the same period last year. The China market has deteriorated further in recent weeks. High-end AP…
Channel demand has softened
Smartphone projections have been revised down to a mid single digit decline, as the increase in BOM cost pressures are unlikely to ease meaningfully within this year. China shipments saw…
Memory Prices Surge While Smartphone Outlook Softens
Smartphone projections have been revised down to a mid single digit decline, as the increase in BOM cost pressures are unlikely to ease meaningfully within this year. China shipments saw…
Memory Allocation Further Shifts Toward Server Demand
Both PC and smartphone shipment forecasts have been revised further downward. Amid low fulfillment rates and ongoing supply constraints, PC OEMs are lowering memory content as their current strategy to…
Content might grow less across all segments
Smartphone shipment forecasts have been revised downward, reflecting the sharp increase in memory BOM costs. Under the current environment, Apple is likely to gain market share, supported by its stronger…
Accelerating Memory Price Upswing Amid Persistent Supply Constraints
The memory BOM cost continues to rise due to persistent supply constraints, creating a meaningful headwind for the consumer market. As component costs move higher, smartphone ASPs are expected to…
AI GPU demand increased further
AI-related demand continues to rise as foundry capacity constraints gradually ease, paving the way for further expansion in AI server demand. Smartphone shipment forecasts have also been revised upward, with…
Inferencing AI drives the Memory demand growth
Global smartphone shipment targets have been revised downward due to macroeconomic concerns. While the high-end and entry-level segments remain resilient, mid-range demand continues to face pressure. AI PCs are expected…
PC DDR5 Transition Advances, NLHDD Shortage Driving Further eSSD Demand
Smartphone shipment projections remained stable this month. The high-end segment continued to show resilience, with preparation volumes maintaining upward momentum. In the PC market, growth is expected to remain limited…