Figure AI has made significant advancements in both the structural and system integration aspects of its latest product, the Figure 03. Compared to previous versions, the new model features simplified...
Tariffs and policy changes kept early demand cautious, but cloud expansion and AI investment have lifted memory demand and pricing, tightening DRAM supply. The DDR5 uptrend is established, with profit...
AI-driven data centers evolve from single-chip to heterogeneous multi-GPU architectures. High-speed optical interconnects enable scalability, while silicon photonics and co-packaged optics boost bandw...
This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...
This report analyzes the capital expenditure structure of a typical hyperscale AI data center, breaking down the spending into physical infrastructure, IT computing facilities, and networking equipmen...
AI is sweeping across the world at an unprecedented pace. From training LLMs to powering ubiquitous generative AI applications, data has become the lifeblood of this technological revolution. The mass...
The global robot industry is currently marching towards a new phase of diversified applications and smart upgrades. Installations of industrial robots had doubled over the past decade, where market fo...
This quarterly report continues to track and analyze the latest developments of key humanoid robot companies, providing an in-depth analysis of the core components and supply chains that influence pro...
2026 NAND Flash: AI drives explosive enterprise SSD demand, offsetting weak consumer markets. HDD shortages compel a shift to high-capacity QLC SSDs. Despite bit growth, supply for these remains struc...
This report reviews the humanoid robot industry through the second half of 2025, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Re...
The repatriation policy of the US semiconductor manufacturing is spurring suppliers to increase investment in the US and accelerate plans for plant establishment. Due to the high labor costs and scarc...
Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...
TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...
The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize en...
