インサイト / ソーシングデスクノート
マーケットノート：
次の意思決定のために。
調達・技術チームのための、不足ウォッチ、リードタイムの動き、実務的な調達の文脈。
記事索引
テーマで読む。
型番で探す。
日付・文脈・各ノートの実務的な要点を保ったまま、記事索引を絞り込めます。
72 件のノート
Broadcom-TOPPAN JV Opens Singapore FC-BGA Substrate Facility for AI Chip Production
AST's 95,000-square-meter plant will produce large-body, high-layer-count substrates for AI computing and networking chips. The post Broadcom-TOPPAN JV...
ソーシング
TrendForce Forecasts VCSEL Demand to Reach 650 Million Units by 2031
TrendForce projects 38% annual growth as six suppliers develop VCSEL-based near-packaged optics for high-speed data center interconnects. The post...
品質保証
GlobalFoundries Expands Dresden Fab
GlobalFoundries is investing €1.1 billion in Dresden capacity expansion while developing FDX Fusion for energy-efficient Physical AI chips. The post...
Shortage
TrendForce Raises 2027 HBM Price Forecast as Supply Constraints Persist
HBM supply remains tight as AI server demand competes for advanced DRAM capacity, with blended prices forecast to rise 121% year over year. The post...
Shortage
PC shipments tumble over 20% in 3Q26 as chip shortages bite
PC shipments for the third quarter of 2026 drop by 15.8 million units, with Lenovo, HP, and Dell being hit the hardest. Memory chip manufacturers estimate...
Shortage
GaN FET meets megawatt-scale demands
Renesas is sampling what it says is the industry’s first 650-V GaN FET with dual-side cooling for 800-V HVDC AI data centers. The post GaN FET meets...
ソーシング
Component Shortage Alert: TC4424, XL4015 Supply Constrained
Supply chain update: TC4424, XL4015 may be experiencing shortage conditions. Basic Info My setup entails a partial replacement of the distributor...
Cross-reference
Renesas Targets 800V AI Data Centers with Dual-side-cooled 650V GaN
Renesas' 650V GaN device uses an 8x8mm dual-side-cooled package to increase power density in high-voltage data-center converters. The post Renesas Targets...
ソーシング
TDK presents DC-link capacitors rated for up to +135 °C in automotive and industrial applications
TDK Corporation (TSE: 6762) presents the B3272*A/G/T series of DC-link film capacitors. These are qualified for continuous operation at case temperatures of...
ソーシング
TrendForce: Japanese, Korean MLCC Makers Cut Consumer Supply to Focus on AI
Supply shortages and cost pressures from AI-related capacity crowding are unexpectedly opening the door for Chinese MLCC suppliers. The post TrendForce:...
Shortage
一つの型番のシグナルが必要ですか？