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...
Vision-language-action (VLA) models have become central to the evolution of autonomous driving. Their key advantage lies in significantly improving generalization in long-tail scenarios while enhancin...
NVIDIA shifts AI competition from computing performance to system interconnects, leveraging CPO and silicon photonics to break I/O bottlenecks. By integrating high-speed fabric with advanced packaging...
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
Driven by enterprise solid-state drive demand and cloud long-term contracts, supplier contract quotes surged strongly, whereas spot markets weakened amid stagnant buying. NVIDIA's next-generation data...
This report reviews the humanoid robot industry through the first half of 2026, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Regarding k...
Rapid AI factory scaling is reshaping data center infrastructure. In the near term, independent power racks stabilize power delivery, while the mid-to-long-term roadmap points to centralized HVDC dist...
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power suppl...
NVIDIA’s integration and deployment for Cosmos, Isaac, and GR00T at GTC 2026 could potentially reduce training cost alongside breakthroughs of simulation technology, as well as realize commercializati...
NVIDIA once again showcased its Rubin-series chips and rack systems—scheduled for launch by the end of 2026—at GTC 2026 on March 16th. Compared to the previous generation, the Rubin series boasts sign...
NVIDIA's upgraded HBM4 specifications have delayed supplier validations. Samsung, leading in chip performance, is poised to complete certification first and increase market share, while competitors re...
Rising oil prices and freight costs heighten inflation risks, with AI supporting demand while ICT stockpiling turns conservative. Prolonged geopolitical conflicts sustain high energy costs, potentiall...
As data centers adopt HVDC architectures to reduce grid-to-chip power losses, demand for advanced power conversion and next-gen semiconductors surges. Meanwhile, Asian manufacturers continue to domina...
NVIDIA expands its AI factory via integrated GPU, CPU, and LPU racks for training and inference, securing its market lead.
