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.

Humanoid Robot Industry Diverges: 1H26 Exhibitions Reveal Physical AI's New Competitive Order

The global humanoid robotics industry is advancing rapidly across three key hubs—China, North America, and the broader Asian supply chain—and is approaching a pivotal inflection point around 2026 as the industry transitions from technology validation to early commercialization. The evolution of the ecosystem showcased at EAI SHOW, the growing pressure for commercial deployment highlighted at the Robotics Summit, and the advances in supply chain capabilities and computing platforms demonstrated at COMPUTEX all indicate that industry competition is shifting away from isolated technological breakthroughs toward system-level competition encompassing AI foundation models, critical components, and standard ecosystems. Against this backdrop, humanoid robots are no longer viewed merely as an extension of industrial automation. Instead, they are increasingly emerging as the primary embodiment of next-gen Physical AI and a key catalyst for industry-wide transformation.

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning

Intensifying global geopolitical conflicts are driving up defense spending, and warfare is pivoting toward asymmetric and information warfare, making low-cost unmanned vehicles (UAVs) crucial. China is deepening military-civilian integration to break through technology controls, while Taiwan is fully developing localized UAV and AI defense supply chains to strengthen resilience.

2026 Trends: Compute & Memory Race in VLA Era

Vision-language-action (VLA) models have become central to the evolution of autonomous driving. Their key advantage lies in significantly improving generalization in long-tail scenarios while enhancing system compliance through more interpretable reasoning processes, making them a critical pathway toward achieving Level 4 autonomy. However, deploying VLA models requires high-performance hardware architectures—particularly in terms of compute density, memory capacity, and bandwidth. This report examines the hardware transformation driven by VLA and its cascading impact on controller cost structures and semiconductor supply chains.

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.

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.
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