This report will provide an in-depth analysis of dynamics across the upstream, midstream, and downstream segments of the SSB industrial chain. It covers capacity expansion and supply chain collaborati...
As U.S. export controls extend from chips to AI infrastructure, the traditional optical interconnect industry is undergoing supply chain restructuring. While optical modules are not subject to blanket...
Global Server Market – Trends and Outlook for 2Q26
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 i...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
The “Humanoid Robot and Embodied Intelligence Standards System” is not just a technical document, but also a part of China's policy layout, with core purposes including the guidance of a healthy...
NVIDIA achieved record revenue driven by cloud AI and data center dominance. North American CSPs lead demand, establishing the GB series as mainstream and accelerating liquid cooling. However, HBM4 de...
Global NEV markets are seeing steady growth in EV penetration. China’s growth is cooling from a high base, whereas the US pivots to hybrids and Western Europe sees policy-driven growth. BYD has overta...
Global Server Market – Trends and Outlook for 1Q26
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...
Benefiting from demand for AI data centers and devices, operations show strong recovery momentum. However, geopolitical risks and high inflation may raise supply chain costs, weakening consumer power...
US memory tariffs face cost hurdles. Asian makers stay low intention due to high expenses; costs will likely shift to buyers, favoring friend-shoring over US expansion.
Driven by policy, Chinese firms accelerate HBM development to support domestic AI chips. CXMT targets advanced nodes while JHICC focuses on mature processes. Both face technical hurdles and are in ear...
Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and...
