NEWS + INSIGHTS

DDR4 memory now costs more than cutting-edge DDR5 technology. This price inversion signals unprecedented changes in the server CPU market -- a perfect storm of supply shortages, technology transitions, and competitive upheaval reshaping enterprise computing.

The June edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.

In late May 2025, the memory market saw a sharp and sudden movement: DDR4 spot prices surged significantly.

The May edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.

The United States and China announced a substantial reduction in bilateral tariffs this week, impacting electronics manufacturers, distributors, and customers.

Memory suppliers are making a fundamental shift from traditional inventory-based supply models to forecast-driven production

The April edition spotlights tariff volatility and its effects across multiple product categories, including CPUs, GPUs, ICs, and passives.

Passive components like capacitors, resistors, and inductors may not get the spotlight, but they’re essential to every electronic device.

The global automotive semiconductor industry in 2025 is shaped by a complex web of regional policies, economic conditions, and supply chain strategies.

AI is fueling semiconductor growth, from HPC to custom silicon. Explore how AI is transforming supply chains and chip innovation in 2025.