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Market Trends

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BMW Scales Neue Klasse as Debrecen Produces 50,000 iX3s

Rapid production growth validates customer demand for BMW’s 800‑volt Neue Klasse, guiding planned capacity adds in Mexico and China.

NAND Supply Seen Improving in Late 2027 as DRAM Shortage Looms for Years

Valve Pushes Steam Controller Orders Into 2027

SanDisk Jumps 12% on AI-Driven Memory Shortage After Big Earnings Beat

Intel Shifts Capacity to Servers as Shortages Deepen Into 2026