Insight
PRs & Blogs
AI
Semiconductors
Tenstorrent at The Open Frontier: RISC-V Everywhere
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
2026年10月16日
中文
Semiconductors
我们覆盖从晶圆代工到终端设备的完整科技产业链，围绕驱动半导体及零部件发展的底层技术与市场趋势，提供深入的研究与分析。
"Semiconductors" Data and Research
核心特点 Foundry
核心特点
Foundry
- 按季度提供数据及近实时市场洞察，涵盖供需动态，并提供未来五年的市场预测
- 供给侧： 分析全球晶圆代工市场格局，涵盖主要厂商的晶圆代工产能、产能利用率及制程节点转换情况
- 需求侧： 分析 15 个以上主要终端应用领域的晶圆需求，包括智能手机、服务器、PC、汽车及网络通信等领域
服务内容
供给分析
分析主要晶圆代工厂的产能扩张计划、产能利用率预测、晶圆价格趋势及先进制程技术发展。
需求分析
分析并预测主要技术、终端应用及主要客户的晶圆需求趋势，涵盖 AP SoC、AI GPU、AI ASIC、PC CPU/GPU、Wi-Fi、XR、TWS、智能手表、ADAS 等。
月度行业动态报告
提供近实时的市场情报内容，重点关注市场趋势及热点议题分析，包括晶圆代工厂产能利用率（UT Rate）、产能扩张、晶圆价格趋势、先进封装技术发展及市场需求预测等。
Latest Research
Report
Semiconductor
Memory
Semiconductors
Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
2026年10月16日
Insight
PRs & Blogs
AI
Semiconductors
Tenstorrent at The Open Frontier: RISC-V Everywhere
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
2026年10月16日
Report
Semiconductor
Memory
Semiconductors
Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
2026年10月16日
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意见领袖
Vice President of Research
Neil Shah
Vice President of Research
Neil Shah
Research Director
MS Hwang
Research Director
MS Hwang
Associate Director
Ethan Qi
Associate Director
Ethan Qi
Associate Director
Brady Wang
Associate Director
Brady Wang
Associate Director
Gunnar Thoreson
Associate Director
Gunnar Thoreson
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
Shenghao Bai
Senior Analyst
Shenghao Bai
Senior Analyst
Anish Khajuria
Senior Analyst
Anish Khajuria
Senior Analyst
Shivani Parashar
Senior Analyst
Shivani Parashar
Principal Analyst
Soumen Mandal
Principal Analyst
Soumen Mandal
Senior Analyst
William Li
Senior Analyst
William Li
Principal Analyst at Large
Michael Kanellos
Principal Analyst at Large
Michael Kanellos
Vice President of Research
Neil Shah
Vice President of Research
Neil Shah
Research Director
MS Hwang
Research Director
MS Hwang
Associate Director
Ethan Qi
Associate Director
Ethan Qi
Associate Director
Brady Wang
Associate Director
Brady Wang
Associate Director
Gunnar Thoreson
Associate Director
Gunnar Thoreson
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
Shenghao Bai
Senior Analyst
Shenghao Bai
Senior Analyst
Anish Khajuria
Senior Analyst
Anish Khajuria
Senior Analyst
Shivani Parashar
Senior Analyst
Shivani Parashar
Principal Analyst
Soumen Mandal
Principal Analyst
Soumen Mandal
Senior Analyst
William Li
Senior Analyst
William Li
Principal Analyst at Large
Michael Kanellos
Principal Analyst at Large
Michael Kanellos
