Glass-based Micro LED, advanced by Samsung and AUO, benefits from a mature supply chain. LEDoS, still led by JBD, may become the new mainstream once matured.
In-Depth Insights Micro LED →
Ethernet is poised to return as the mainstream in Scale-Out data centers, while InfiniBand stays strong in HPC. Broadcom and NVIDIA are competing for dominance.
Explore Scale‑Out Network →
ASIC growth may outpace GPU in 2026, putting NVIDIA under pressure. The battle has moved from chip performance to interconnects, switches, software, and ecosystem.
Unveiling NVIDIA AI Strategy →
