This monthly report focuses on the data center lighting market and is presented in two parts. Part II highlights manufacturer dynamics and competitive landscape analysis.
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With...
Humanoid robot manufacturers 1X Technologies and Boston Dynamics have both enhanced their products' adaptability to unstructured environments through model updates in mid-to-late January 2026. Looking...
Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology up...
Samsung rebounds via advanced nodes and US fab restart. SMIC and Nexchip enhance HV tech amid pricing pressure. HuaHong optimizes fab allocation. Smaller foundries slow expansion due to technical hurd...
Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating pro...
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity e...
As Co-Packaged Optics (CPO) moves from the lab toward commercialization, inspection has become the key to achieving mass producibility and long-term system stability. However, CPO inspection still fac...
At CES 2026, robotics emerged as the exhibition’s sixth-largest product category. Over 600 companies invested in related software and hardware across household, cleaning, logistics, and industrial sec...
This monthly report focuses on the data center lighting market and is presented in two parts. Part 1 covers the industry overview, regional market size analysis, product categories, application scenar...
AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, pric...
As we enter 2026, our quarterly reports will continue to track and analyze the latest developments of core companies in the humanoid robot industry, and will also provide in-depth analysis of key comp...
Chinese humanoid robot startup Galbot announced an investment of US$300 million to bolster the mass production and commercial deployment of AI-empowered mobile arms. Another Chinese company, LimX Dyna...
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...
