Global growth is slowing under tariff and inflation pressures, while AI drives ICT but crowds out capacity and lifts costs, pushing up prices for memory, PCB and end devices, which may curb demand. Su...
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...
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh c...
NVIDIA's H200 supply upside is limited by tight advanced packaging and memory capacity prioritized for new platforms. While targeting the Chinese market, geopolitical risks are driving China...
The arrival of 6G marks a fundamental shift toward fully AI-native network architectures, reshaping both communications technologies and market structures. Compared with 5G-Advanced, 6G design places...
As AI compute demand grows exponentially, the physical limits of traditional silicon-based chips are rapidly becoming apparent. The world is accelerating into a disruptive “post-GPU era,” in which qua...
In 2025, global economic growth slows due to US-China trade policies. The demand for AI chips boosts the need for advanced MLCCs, with cautious expansion by Japanese and Korean firms and low-price str...
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...
The US may permit NVIDIA H200 exports to China to hinder full localization. As a strategic compromise, the H200 aims to fill the void left by H20. While facing competition from domestic policies, it r...
The global net-zero transition continues to gain momentum, driven by carbon pricing mechanisms such as emissions trading, carbon fees, and cap-and-trade systems. In response, major manufacturers are a...
In late November 2025, the National Development and Reform Commission (NDRC) took the rare step of issuing a public warning, highlighting risks of overheated investment situation, excessive capacity e...
Global Server Market – Trends in 4Q25 and Outlook for 2026
Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...
This report focuses on NVIDIA data-center growth and rack-based solutions, highlighting large architectures and liquid cooling as core innovation drivers, with regional markets and risk management not...
