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.

AI-Native 6G Revolution: Supply-Chain Strategies from 5G-Advanced

The arrival of 6G marks a fundamental shift toward fully AI-native network architectures, reshaping both communications technologies and market structures. Compared with 5G-Advanced, 6G design places a much stronger emphasis on energy efficiency—measured as energy per bit—driving a new division of labor between C-RAN and O-RAN, broader adoption of GaN and SiC materials, and deeper integration of photonic and electronic interconnect technologies. AI is becoming increasingly central to RAN control, beam management, scheduling optimization, and spectrum allocation. At the same time, emerging materials such as AIN, Ga2O3, and diamond are demonstrating significant potential to surpass the performance limits of today’s mainstream semiconductors. Together, technological advances and commercial imperatives are jointly reshaping competitive dynamics in the 6G era, unlocking high-value markets spanning Industry 5.0, autonomous driving, smart healthcare, and AI agents

Space Launch and LEO Satellite Communications: SpaceX Extends Its Lead

This report examines SpaceX’s latest developments and competitive advantages in space launch services and LEO satellite communications. It also highlights SpaceX’s recently disclosed plans for space-based AI data centers and identifies Taiwanese suppliers that have already entered—or may potentially join—SpaceX’s space industry supply chain.

From GPON to High-End PON: Global Next-Generation Fiber Network Commercialization Deep Dive

The need for upgraded passive optical network (PON) technology is accelerating as global residential and enterprise demand for FTTH continues to surge. Driven by policy initiatives, China and the U.S. are steadily advancing from traditional gigabit-PON (GPON) toward XGS-PON, 25G PON, and 50G PON. Meanwhile, major telecom operators and equipment vendors are collaborating not only on large-scale deployments of foundational GPON and Ethernet-PON (EPON) networks, but also on field trials of next-generation, high-performance systems such as the 50G PON.

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.

AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights

The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-latency transmission required in this new era. Governments and industry leaders worldwide are accelerating the development of AI infrastructure and optical-interconnect standards to advance computing performance, energy efficiency, and security in tandem. As co-packaged optics (CPO) and cloud-network convergence mature, the industry is entering a new phase of high-performance, energy-efficient, and cross-domain interconnected systems.

Humanoid Robots Global Strategies: East-West Model Race Analysis 2025

Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to interpret human intent. Training relies heavily on world models, human video data, and VR-based remote training, with increasing emphasis on first-person perspectives to strengthen perception. While the ultimate goal is to achieve general-purpose humanoids, development remains constrained by significant challenges, leading Western and Chinese companies to pursue divergent technological pathways.

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.

Optical Network Technology Evolution and Global Industry Chain Dynamics: 2025 Outlook

This report examines the development trends of optical networks under the dual drivers of high-speed communications and AI applications, covering technology evolution, application scenarios, and shifts in the global industry chain.

2025 AI Empowering of 5G/6G Networks Trends Outlook

5G expansion drives supply chain growth, with Asia-Pacific leading globally. 6G research focuses on AI and energy efficiency. Future mobile networks will evolve towards greater intelligence and efficiency.
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