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.

Kimi K3 Dominates Global Open-Source Models: Core Technologies and the New US-China AI Race

On July 27, 2026, the Chinese AI startup Moonshot AI officially open-sourced the weights for its flagship AI model, Kimi K3. Boasting a total parameter count of 2.8 trillion (2.8T), Kimi K3 currently stands as the world’s largest open-source model, establishing a new benchmark for frontier AI models in China. Shortly after, DeepSeek released DeepSeek V4 Flash on July 31, and Alibaba Cloud announced Qwen 3.8 Max on August 3. These rapid developments have fueled market discussions regarding a potential “second DeepSeek moment” and the intensifying US-China AI rivalry. This report provides an in-depth analysis of the following: (1) an overview of Kimi K3, Qwen 3.8 Max, and DeepSeek V4 Flash; (2) a dissection of Kimi K3’s core technologies; and (3) a comparative analysis of AI models developed in China and the United States. This report aims to evaluate mainstream Chinese AI models, elucidate the underlying technical principles and trends of Kimi K3, and assess the competitive landscape between Chinese and American AI capabilities.

Policy Drivers, Technology Development, and Challenges for Solar Adoption in Buildings

The building sector is a key area for global decarbonization, with policies promoting solar adoption in buildings gradually shifting from incentives and subsidies toward mandatory installation. Rooftop solar remains the most widely adopted solution, while building-integrated photovoltaics (BIPV), which incorporate solar modules into façades, windows, and other building materials, are growing rapidly. In addition to conventional crystalline silicon, perovskite solar cells are regarded as a promising technology for BIPV due to their lightweight, thin, semi-transparent, and flexible characteristics, as well as continued advances in conversion efficiency. Key challenges include balancing power-generation efficiency with architectural aesthetics, high upfront installation costs, and structural load-bearing and waterproofing requirements for existing buildings. Meanwhile, solar adoption in buildings is also driving business models toward integrated services combining power generation, energy storage, electricity consumption, and grid interaction—creating new opportunities for the industry.

2026 Humanoid Robot Market: Dexterous Hand Trends

Dexterous hands are one of the most costly core modules in humanoid robots. As robot shipments grow, the market for dexterous hands expands in lockstep, and capital is rapidly flowing into specialized dexterous‑hand module manufacturers. Specialist vendors, based on requirements for degrees of freedom, payload, and sensing, have developed three main technical routes: screw‑linkage, tendon‑driven biomimetic, and high‑perception designs, and they offer multiple product lines tailored to different scenarios. Among whole‑machine manufacturers, Tesla has adopted a high‑precision in‑house R&D route; its mass‑production readiness and reliability validation still remain to be fully proven. 1X, by contrast, focuses on home scenarios and compliant interaction, using low‑gear‑ratio tendon drives combined with tactile “skin.”

2026 Green Telecom Trends: AI Power Demand and Liquid Cooling Data Centers

Green communications leverages nuclear power, liquid cooling, and virtual power plants to overcome energy barriers for 5G and AI, integrating green hydrogen and small reactors for low-carbon power while adopting open architectures and advanced cooling.

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.

2026 Energy Storage Turning Point: AIDC Fuels Dual-Engine Demand Growth

The global energy storage industry will reach a pivotal turning point in 2026. The explosive growth of artificial intelligence data centers (AIDC) is creating a lucrative, high-growth blue ocean for an energy storage sector previously bogged down by price wars. AIDCs—characterized by high power demands, intense load fluctuations, and massive energy consumption—impose rigorous requirements on grid stability, uninterrupted power supply, and green energy utilization. Consequently, energy storage for AIDCs is shifting from an “optional add-on” to “essential infrastructure.” The global energy storage market is now entering a new growth cycle fueled by the dual forces of computing power expansion and the broader energy transition.

Mutual Empowerment of AI Computing Power and Electricity: Power Grid, Long-Duration Energy Storage, and New Power System Transformation

This report provides an in-depth analysis of the mutual empowerment relationship between AI computing power and power systems in 2026. As global data center electricity consumption is expected to exceed 600 TWh, CSPs are accelerating investments in SMR, deep geothermal, and other baseload green energy sources to secure energy sovereignty. Meanwhile, the widespread adoption of long-duration energy storage technologies (such as VRB and CAES) and HVDC architecture is addressing the intermittency challenges of renewable energy. AI has evolved from being a mere power consumer into the core intelligence of Virtual Power Plants (VPPs), coordinating V2G technology to optimize loads and reshape the resilience of global power grid 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.

Global Decarbonization Trends and Smart Manufacturing: 2025 Deployment Strategies

The global net-zero transition continues to gain momentum, driven by carbon pricing mechanisms such as emissions trading, carbon fees, and cap-and-trade systems. In response, major manufacturers are advancing net-zero commitments and strategies, while AI applications are increasingly recognized as a key enabler of corporate net-zero transformation.
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