Insight
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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.
2026년 10월 16일
한국어
Semiconductors
파운드리부터 최종 사용자 기기에 이르는 기술 생태계를 처음부터 끝까지 다루기에, 반도체와 부품을 뒷받침하는 핵심 기술과 트렌드에 대해 폭넓고 심도 있는 리서치를 제공할 수 있습니다.
"Semiconductors" Data and Research
Key Features Foundry
Key Features
Foundry
- 공급·수요 양측의 거의 실시간에 가까운 시장 인사이트와 5년 앞선 시장 전망을 담은 분기 데이터입니다.
- 공급 측면에서는 글로벌 반도체 파운드리 시장 전반, 즉 파운드리 생산능력, 가동률, 주요 업체들의 기술 노드 전환 현황을 종합적으로 다룹니다.
- 수요 측면에서는 스마트폰, 서버, PC, 자동차, 네트워킹 등 15개 이상의 주요 최종 응용 분야에 걸친 웨이퍼 수요를 분석합니다.
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.
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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.
2026년 10월 16일
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.
2026년 10월 16일
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.
2026년 10월 16일
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오피니언 리더
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
