In-depth Industry Reports
DRAM现货涨势放缓、NAND晶圆周涨4.55%：存储芯片行情进入高位换挡期
集邦咨询最新现货价格报告显示，DRAM现货涨势自7月下旬以来明显放缓，主流DDR4颗粒周涨幅仅0.17%，而512Gb TLC NAND晶圆现货周涨4.55%。在2026年全球半导体市场预计突破1.5万亿美元、存储占比约六成的超级周期背景下，现货与合约、供给与需求正出现微妙分化。本文结合群智咨询、Omdia预测与新加坡7月PMI数据，解读存储行情高位换挡背后
August 7, 2026Silicon wafer lines at full capacity, 10-year long-term contracts lock in capacity: AI-driven material price hike cycle officially begins
GlobalWafers and other global silicon wafer giants signaled in Q2 earnings calls that 12-inch, 8-inch, and 6-inch produc
August 6, 2026
半导体设备出货创历史新高，成熟制程晶圆代工迎来涨价潮
2026年全球半导体设备销售额预计突破1200亿美元，创历史新高。中国大陆与东南亚市场需求强劲，带动设备出货持续增长。与此同时，成熟制程晶圆代工产能紧张，联电、力积电等厂商陆续上调报价，半导体行情呈现结构性分化。本文深入分析设备市场与晶圆代
July 31, 2026
NVIDIA order cuts shake supply chain: AI chip inventory quietly hits alert level
Rumors suggest NVIDIA informed some data center clients of delivery adjustments in late July, pointing to over-allocatio
July 30, 2026
July Semiconductor Market Divergence: Consumer Electronics Chip Inventories Hit Bottom, Industrial and Automotive Demand Weak
In July 2026, the semiconductor market showed clear divergence: consumer electronics chip inventories hit bottom, with p
July 29, 2026
Global semiconductor market Q2 sales up 15% YoY, strong demand for AI and automotive chips
Global semiconductor sales in Q2 2026 grew 15% YoY, with demand for AI chips and automotive chips continuing to rise. Wa
July 28, 2026
Memory chip prices rebound from downturn, AI and smart devices drive demand recovery
In Q2 2026, memory chip contract prices rose 5-8% QoQ. DRAM and NAND Flash demand recovered driven by AI servers, edge c
July 27, 2026
Why Semiconductor Professionals Also Love Offline Tech Socializing: Coffee Chat and Hackathon
This article analyzes the value of offline socializing in semiconductor and AI tech circles: how Coffee Chat and Hackath
July 2, 2026SGX total market cap tops Southeast Asia; SGX continues attracting global capital to ASEAN quality assets
Latest capital market data shows SGX total market cap surpasses Indonesia stock exchange to become the largest capital m
July 3, 2026
6G and Satellite Large-Scale Networking Cost Reduction: MWC Shanghai Observations
This article reviews 2026 MWC Shanghai: 6G technology paths converge and enter system verification phase; satellite inte
July 2, 2026
