Google's Gemini Robotics 2 unlocks whole-body control while ER 2 enables long-horizon planning, shifting humanoid AI from single tasks to sustained operation and reshaping hardware competition.
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
Apptronik unveils Apollo 2 and Robot Park with Google DeepMind, forging a hardware-model-data trio that marks the humanoid industry's shift from hardware race to a data factory era.
During the first half of 2026, surging demand for KV Cache coupled with constrained memory supply resulted in severe memory bottlenecks. To resolve the KV Cache bottlenecks, industry players are seeki...
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
AI server demand surges on hyperscale and inference workloads, lifting CSP rack-scale buildout amid grid constraints.
AI server market expands robustly in 2026 amid hyperscaler capex, NVIDIA racks, and tight HBM-CoWoS supply chains.
NA CSPs raised Capex sharply, cementing AI infra as core strategy and powering AI server and data center growth.
HBM grows strongly in 2026 as CSP/ASIC demand lifts HBM3e prices; SK hynix leads, Samsung rebounds, Micron expands TSV.
The semiconductor industry is undergoing a structural shift in 2026, with competition moving beyond process node scaling toward system-level architecture. On the technology front, 2nm gate-all-around...
Driven by AI and general servers, industry value grows robustly. Despite geopolitical risks and custom chip delays, NVIDIA and AMD's push for premium integrated racks significantly boosts average pric...
Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
