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AI Infra Market Bulletin - Jan. 29, 2026

2026/01/29 PDF

Google integrates TPU v7/v8, Ironwood racks, and Apollo OCS into a unified fabric, shifting the scaling unit from servers to racks. This drives 800G+ optical module penetration above 60% by 2026. Supp...
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2026 Global AI Server Market and Supply Chain Trends

2026/01/30 PDF

NVIDIA and CSPs drive sustained AI growth through aggressive investment in GPUs, ASICs, and rack-scale infrastructure. Geopolitics reinforce ecosystem trends, benefiting supply chains. Surging AI work...
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Key Component Price Tracker - 2Q26

2026/05/08 PDF

The key component price tracker focuses on current situtation and future trend of large-sized panel key components, helping clients improve cost contr...
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Notebook & Tablet Panel Cost Breakdown - 2Q26

2026/05/08 PDF

The analysis of Notebook and Tablet panel cost & breakdown is conducted by stacking main component costs, further decomposing panel price structur...
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Monitor & LCD TV panel Cost & Breakdown - 2Q26

2026/05/08 PDF

The analysis of Monitor & TV panel cost & breakdown is conducted by stacking main component costs, further decomposing panel price structure o...
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Quarterly Smartphone Panel Cost & Breakdown - 2Q26

2026/05/07 PDF

Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their ...
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Server Market Bulletin - May 7, 2025

2026/05/07 PDF

CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates. Key Highlights CSP Momen...
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Humanoid Robot Market Bulletin - May 7, 2026

2026/05/07 PDF

Hannover Messe 2026 elevates humanoid robots alongside industrial AI, marking the shift from showcase to industrial deployment, with task capability, ...

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