한국어
파운드리부터 최종 사용자 기기에 이르는 기술 생태계를 처음부터 끝까지 다루기에, 반도체와 부품을 뒷받침하는 핵심 기술과 트렌드에 대해 폭넓고 심도 있는 리서치를 제공할 수 있습니다.
Key Features Foundry
Key Features
Foundry
What is included?
공급 분석
팹별 주요 파운드리 생산능력 확장, 가동률 전망, 웨이퍼 가격 동향, 첨단 노드 기술 발전 현황을 다룹니다.
수요 분석
주요 기술, 최종 응용 분야, 주요 고객사별 웨이퍼 수요 동향 및 전망을 다루며, AP SoC, AI GPU, AI ASIC, PC CPU/GPU, WiFi, XR, TWS, 스마트워치, ADAS 등을 포함합니다.
월간 인텔리전스 보고서
파운드리 가동률, 생산능력 확장, 웨이퍼 가격 동향, 첨단 패키징 발전 현황, 시장 수요 전망 등 시장 트렌드와 핫이슈 분석에 초점을 맞춘 실시간 시장 인텔리전스 콘텐츠를 제공합니다.
AMD Q3 26 revenue came in at $13.4B, up 45% YoY and above $13.0B guide. Data center is now 64% of revenue, up from 47% a year ago, and will be over 80% next year. Data center revenue reached $8.5B, up 97% YoY, with segment operating margin rising to 34% from 25%.
2026년 11월 6일
Overview Memory prices keep rising across every segment in Q4 2026, though more slowly than in Q3. Early negotiations for 2027 signal another hike in Q1 2027. Server DRAM remains the center of the rally, and suppliers are imposing tougher terms on buyers. Mobile prices level off in Q4 ahead of a sharp increase in Q1, while PC DRAM keeps climbing quarter after quarter. Smaller OEMs are turning to recycled and downgraded memory to contain BoM costs.
2026년 11월 6일
AMD Q3 26 revenue came in at $13.4B, up 45% YoY and above $13.0B guide. Data center is now 64% of revenue, up from 47% a year ago, and will be over 80% next year. Data center revenue reached $8.5B, up 97% YoY, with segment operating margin rising to 34% from 25%.
2026년 11월 6일
Overview Memory prices keep rising across every segment in Q4 2026, though more slowly than in Q3. Early negotiations for 2027 signal another hike in Q1 2027. Server DRAM remains the center of the rally, and suppliers are imposing tougher terms on buyers. Mobile prices level off in Q4 ahead of a sharp increase in Q1, while PC DRAM keeps climbing quarter after quarter. Smaller OEMs are turning to recycled and downgraded memory to contain BoM costs.
2026년 11월 6일
2026년 11월 6일
2026년 10월 30일
2026년 10월 29일
2026년 10월 28일
2026년 10월 28일
2026년 10월 27일
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
