Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
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AI Computing Ignites "Chipflation": 2026 HBM Supply-Demand Structure and Memory Market Landscape Forecast
With the comprehensive explosion of artificial intelligence applications, AI computing demand is devouring massive memory resources like a black hole, triggering a chain reaction of "Chipflation" across the semiconductor supply chain. According to supply chain checks and manufacturer data, our research team estimates that the total shipment volume of High Bandwidth Memory (HBM) is expected to experience staggering, explosive growth, surging from approximately 2.9 BGb (Billion Gigabit) in 2023 to a scale exceeding 34.3 BGb by 2026. Against the backdrop of multiple structural constraints within the supply chain—including tight wafer supply, limited cleanroom space, extended lead times for EUV lithography equipment, and bottlenecked advanced packaging capacities—it is currently observed that the tight memory supply situation may persist for several quarters or perhaps even years. This report analyzes the total HBM shipment growth in 2026, the shifting market shares among the top three memory manufacturers, and the consumption volumes and specification evolutions of major AI chip clients.
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2026 iPhone Production Forecast Upgraded to 260-270M Units on Strong iPhone 17 Momentum and Upcoming Foldable Launch
The 2026 iPhone production forecast has been revised upward to 260–270 million units, driven by stable pricing and supply chain advantages. Although 1H26 faces production shifts due to A19 processor constraints, robust demand for the iPhone 17 series is offsetting legacy model declines. The anticipated Q4 launch of the Foldable iPhone will further bolster shipment momentum, ensuring a strong performance for the second half of the year.
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TSMC HPC Business 1Q26 Revenue Momentum and Advanced Capacity In-Depth Analysis Report
According to Isaiah Research estimates, TSMC's HPC (High-Performance Computing) business will reach a historic milestone in the first quarter of 2026 (1Q26), with single-quarter revenue poised to challenge the USD 20 billion mark. Overall HPC revenue is expected to see a solid Quarter-over-Quarter (QoQ) growth of approximately 7% to 9% (an increase of about USD 1.4 to 1.6 billion). The growth momentum has shifted from relying solely on a single customer's hardware iterations to being jointly driven by AI "hot-run" premiums and a massive surge in demand for custom ASICs
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Apple MacBook Neo Strategy Analysis: Low-Pricing Strategy Drives Shipment Upgrades, Reshaping the 2026 Laptop Market Landscape
- **trong Shipment Momentum:** The estimated shipment volume of the MacBook Neo in 2026 is expected to reach **7 to 8 million units**, serving as the core engine driving the overall growth of Apple's laptop shipments. - **Low-Pricing Strategy Reshuffles the Market:** The $599 pricing will significantly capture the entry-level market share of traditional OEM giants and may also create a substitution effect for Apple's own tablets. - **Urgent Supply Chain Orders:** Orders for panels and camera modules have seen a significant upward revision, though the final volume performance will heavily depend on the capacity expansion flexibility of the assembly foundries.
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Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
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How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China
The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.
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China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
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The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
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