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.

Laser & Photonics Taiwan 2026: Photonic Computing and CPO Usher in a New Era of Laser Manufacturing

Laser & Photonics Taiwan 2026 took place from August 19th to 22nd at the Taipei Nangang Exhibition Center, focusing on advanced manufacturing, smart automation, and next-generation optoelectronic technologies. As laser applications expand into EVs, semiconductors, biomedicine, and other fields, the show will bring together technologies spanning the entire industry value chain. Meanwhile, genAI is evolving beyond LLMs toward multimodal and physical AI, pushing the underlying computing infrastructure close to its physical limits. Within data centers, conventional copper interconnects and electronic signaling increasingly face challenges from the “power wall,” signal attenuation, and bandwidth bottlenecks. Optical and laser manufacturing technologies are becoming increasingly integrated with advanced semiconductor packaging, photonic integrated circuits (PICs), and high-speed data communications to overcome these constraints. This convergence is ushering in a new era of photonics-driven computing.

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.

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.

SpaceX IPO Fuels New Growth in Satellite Broadband Supply Chain

Following its IPO, SpaceX is building a proprietary satellite ecosystem spanning broadband, direct-to-cell, and space computing, creating fresh global supply chain opportunities. Leading operators use proprietary protocols to strengthen market moats, while facing challenges from space debris and spectrum regulation. Taiwanese suppliers leverage quality and flexibility to deepen ground equipment positioning.

CPO Technology Revolution: Next-Gen Interconnect for AI Data Centers

Co-packaged optical (CPO) technology is entering the commercialization stage, driven by AI data center demand for higher bandwidth and lower power consumption. Volume production begins in 2026, with large-scale procurement expected in 2027–2028. Fiber alignment, thermal management, and testing costs are the three core technical barriers to production ramp. Silicon photonics wafers, InP substrates, and FAUs are highly concentrated among a limited number of suppliers, posing supply disruption risks. Taiwanese manufacturers are entering via contract manufacturing and assembly; securing upstream material access will be the defining strategic priority in the next phase.

2026 AI Optical Trends: Co-Packaged Optics & Silicon Photonics

Optical interconnects in AI data centers are shifting from legacy pluggable optics toward LPO, CPO and OCS. LPO streamlines the signal chain to improve power while keeping a pluggable model, CPO co‑packages optics for higher density and efficiency, and OCS uses optical switching for large, dynamic AI networks, together forming key next‑generation infrastructure.

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.
More Research Report

More Related Information

Future Computing Power Unlocked by AI Infra

29 January 2026

Future Computing Power Unlocked by AI Infra
Automotive Display Market Analysis Webinar

18 September 2023

Automotive Display Market Analysis Webinar
Dynamics of AI Server Market Webinar

25 July 2023

Dynamics of AI Server Market Webinar
ITU Internet Penetration Rate -- Global

Chart

ITU Internet Penetration Rate -- Global
ITU Mobile Phone Users -- Developed Countries

Chart

ITU Mobile Phone Users -- Developed Countries
ITU Mobile Phone Users -- Global

Chart

ITU Mobile Phone Users -- Global
[News] Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan's Foxconn, Pegatron
News

[News] Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan's Foxconn, Pegatron
【COMPUTEX 2025】Taiwanese National Space Team Mobilizes Heavy Major Forces in Establishing B5G National Defense Starlink
News

【COMPUTEX 2025】Taiwanese National Space Team Mobilizes Heavy Major Forces in Establishing B5G National Defense Starlink
[News] AI Fuels Optical Product Demand, Marvell Reportedly Set to Raise Prices Next Year
News

[News] AI Fuels Optical Product Demand, Marvell Reportedly Set to Raise Prices Next Year

Get in touch with us

Get in touch with us