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.

2026 Agentic AI Wave: CPU Shortage and GPU Ratio Structural Changes

On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑cooling), formally entering the in‑house CPU market. These moves show that CPUs are becoming increasingly critical in AI data centers, and that overall demand is undergoing a structural shift. Recently, tight CPU supply, together with news that Intel and AMD are both raising prices at the end of 1Q26, has become a key focus for the market. This report provides an in‑depth analysis of: (1) the importance of CPUs in Agentic AI applications, (2) the competitive landscape of the CPU market in 2026, and (3) business opportunities in back‑end CPU design services. The goal is to clarify CPU demand drivers in the era of rapidly growing Agentic AI, competitive dynamics among vendors, as well as newly emerging potential opportunities.

2026 Outlook: NVIDIA Rubin Drives New Wave of AI Hardware Upgrades

As data centers adopt HVDC architectures to reduce grid-to-chip power losses, demand for advanced power conversion and next-gen semiconductors surges. Meanwhile, Asian manufacturers continue to dominate the PCB and specialized substrate supply chains.

Google TPU: Balancing AI Compute Performance and Cost Efficiency

AI chips represent the core cost component of computing infrastructure. Recently, reports that Google’s TPU has been adopted by several leading companies have drawn attention to the possibility of more cost-efficient alternatives to GPUs. This report focuses on Google’s TPU, analyzing the long-term demand drivers behind its development within the broader AI arms race. It also examines the product’s competitive advantages and identifies supply chain participants that may benefit from its growing adoption.

Quantum Computing Arms Race: Post-GPU Era Global Crisis and Taiwan's Positioning

As AI compute demand grows exponentially, the physical limits of traditional silicon-based chips are rapidly becoming apparent. The world is accelerating into a disruptive “post-GPU era,” in which quantum computing is no longer confined to laboratory theory but is emerging as a double-edged force capable of reshaping drug discovery and financial risk management—even triggering a “quantum crisis” by undermining national-level encryption systems. From NVIDIA’s hybrid-computing strategy to the competing technical roadmaps of IonQ and Rigetti, and from the national-level arms race unfolding across the United States, China, Europe, and Japan, the next decade will be defined by a high-stakes contest for computational supremacy. Against this backdrop, Taiwan’s supply chain faces a defining question: how will it position itself in the era of quantum computing?

TPU vs GPU Comparison: 2025 AI Accelerator Market Shockwave Outlook

The global AI hardware market continues to expand, driven by increasing CSP capital expenditures and accelerated procurement of advanced computing resources. In response, companies are partnering with Google to adopt TPUs, while TPU technology evolves with enhanced architectures and supply chain strategies to support next-generation AI models. AI applications are increasingly recognized as a key enabler of high-performance transformation.

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.

NVIDIA Rubin GPU Liquid Cooling Revolution: Rise and Challenges of MCL Tech

The rise of AI and HPC workloads has significantly increased GPU power consumption, from a few hundred watts to over 2,300W in the Rubin generation. This evolution has elevated cooling from a mere support component to a critical factor for maximizing computational performance. As traditional liquid-cooling methods near their physical limits, the industry is turning to a next-generation solution: Microchannel Lids (MCL). Quietly, a new “cooling revolution” is underway.

2026 AI Server Market Trends: Driving DRAM and NAND Flash Price Surge

A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansion to support AI workloads. This is not only driving higher global server shipments but also a notable increase in memory content per server. In the NAND Flash market, enterprise demand will serve as the core growth engine in 2026, while the consumer segment is expected to remain muted until a more visible economic recovery boosts purchasing power and revitalizes demand. Looking ahead to 2026, continued strength in AI server demand—combined with suppliers' profitability-first strategy—will keep both DRAM and NAND Flash prices on an upward trajectory, reinforcing a structural pricing shift across the memory industry.

Autonomous Driving & ITS Trends: Global Insights 2025

Given the complexity and diversity of the challenges faced by urban transportation, the parallel development of intelligent transportation systems (ITS) and autonomous driving aims to address congestion and enhance system resilience. AI-powered ITS will toward greater proactivity, strengthening real-time sensing and decision-making capabilities as regulations and technologies for autonomous vehicles evolve. However, data standardization and platform integration remain critical challenges that must be resolved.
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