Market tape
Market intelligence on semiconductor cycles, earnings, pricing, inventories, capital expenditure, demand forecasts and investment sentiment.
Analyze the impact of the decline in AI chip stocks on the semiconductor industry chain, including technology routes, competitive landscape, and investment outlook.
Australia's industrial semiconductor market relies almost entirely on imports, with energy transition and automation driving demand at a compound annual growth rate of 5-7%. This article analyzes the structural characteristics and future evolution of this purely consumer market from the perspectives of industrial chain, technology roadmap, competitive landscape, and supply chain risks.
Meta's plan to launch AI computing-as-a-service business has sparked market concerns about overinvestment in AI infrastructure, causing Asian chip stocks to fall sharply. This article analyzes the impact of this sell-off on the semiconductor industry from the perspective of the industrial chain.
Tech giants are issuing large-scale bonds to finance the construction of AI data centers, and changes in the interest rate environment are having a profound impact on the semiconductor supply chain. This article analyzes the beneficiary logic, risk points, and long-term competitive landscape changes in the equipment, foundry, and power device sectors based on the financial conditions and market positions of three companies: ASML, SMIC, and Infineon.
Based on the latest IndexBox report, analyze the growth drivers, technology routes, supply chain landscape, and regional impacts of the kiln shelf separator market under the expansion of semiconductor packaging.
In the first quarter of 2026, global semiconductor market revenue reached $319 billion, a record high for a single quarter, with memory chips contributing over 40% of the share. This article provides an in-depth analysis of how the imbalanced demand between AI and memory is reshaping the industry chain landscape, as well as its impact on China, South Korea, and the Taiwan region.
The debate over an AI valuation bubble has heated up again, but the historic rally in chip stocks shows that what the market is really trading is not the popularity of a single application, but the systemic boost AI infrastructure is giving to semiconductor manufacturing, advanced packaging, equipment, and materials. This article analyzes what this round of market gains means for the global semiconductor supply chain from the perspectives of the industrial chain, technology routes, regional competition, and capital expenditure.
SEMI and Global Net Corp. have released a market report on glass core substrates, noting that AI and HPC are driving the continued evolution of advanced packaging. This article analyzes, from the perspectives of the industrial chain, technological routes, supply chain, and regional competition, why glass substrates are becoming the next battleground in packaging, as well as their medium- to long-term impact on chip design, foundries, equipment and materials, and packaging houses.