Selected Topics

Selected Topics cover various major fields of the technology industry, including the semiconductor industry, green energy, and terminal devices. These specially selected reports focus on major industries, allowing readers to quickly grasp the technological advancements and trends in each field.

Global Satellite Industry Review and Outlook: 2025 Key Developments and 2026 Prospects

The global satellite market is expected to reach $392 billion in 2026. Competition will intensify as Starlink continues expanding satellite broadband and direct-to-cell (D2C) services into emerging markets, prompting MEO/HEO/GEO satellite operators to accelerate multi-orbit deployment strategies to counter Starlink’s growing influence. Meanwhile, early-stage 6G deployment is underway. As global satellite service markets rapidly scale, Taiwanese manufacturers are shifting production bases to Southeast Asia while increasing shipments of key satellite components.

Edge AI Reshapes U.S. Manufacturing – 2025

In its endeavor to bolster its global leadership, the United States is actively promoting the reorganization of supply chains and the repatriation of manufacturing through the implementation of reciprocal tariffs and a significant increase in strategic investments. This report provides a comprehensive examination of the U.S. smart manufacturing landscape, with specific attention to the semiconductor, automotive, and fast-moving consumer goods (FMCG) sectors. It delves into the strategic postures of key companies and their deployments in hardware (e.g., chips and sensors), software, and integrated systems.

Robotaxi Market Outlook: Global Development & Forecast 2025

Driven by technological breakthroughs and favorable policies, the robotaxi industry is moving toward commercialization. Key players are actively expanding their operations, making them crucial drivers of the autonomous driving industry's growth.

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

1. Current Status of U.S. Tariffs 2. Vehicle Origin and U.S. Content 3. Analysis of Tariff Impact on Auto Sales 4. TRI’s View

Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduction of torque and inertia sensing technology by manufacturers is critical for humanoid robots to walk flexibly and mimic human behavior in various scenarios. These two sensor systems need to work perfectly in sync, driving robots from simple programmed actions towards more natural human behavior. Humanoid robots need to operate in complex and variable environments and possess reaction speeds similar to humans. Their sensing systems must accurately perceive and respond to their surroundings. Currently, several robot manufacturers are specializing in improving their walking performance.

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.

The Rise of DeepSeek and Trends in Agentic AI Applications

DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.

Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system (ADS) software, from entities associated with China and Russia. The final rule further defines the scope of restrictions and exemptions. However, the implementation timeline remains unchanged, with the software ban set for 2027 and the hardware ban for 2030. Under the ban, in addition to impacting Chinese autonomous driving companies and related component suppliers, it will also affect the deployment strategies of international automakers. However, Taiwanese manufacturers have an opportunity to receive order transfers, particularly in the supply chain for telematics control units (TCUs).

The Development and Forecast of EV Traction Inverters and Power Semiconductors

In 2024, global sales of EV traction inverters are projected to reach 27 million units, representing an annual growth rate of 14% and highlighting continued market expansion. Technological advancements are bolstering inverter performance, driving the growth of the EV market. The adoption of 800V high-voltage platforms and SiC technology—known for its high voltage resistance, low energy loss, and superior thermal conductivity—has emerged as a key trend. These technologies are particularly appealing for mid-to-high-end vehicle models due to their high efficiency and voltage tolerance. However, cost constraints remain a barrier to their widespread adoption in entry-level models. Meanwhile, the integration of multi-in-one electric drive systems is advancing, showing potential for weight reduction and efficiency improvements despite ongoing challenges in reliability and cost control. Additionally, the development and application of power devices and modules serve as critical pillars for the technological upgrade of traction inverters. Looking ahead, China’s localization strategy for semiconductor production is expected to reshape the global power semiconductor landscape.
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