5G expansion drives supply chain growth, with Asia-Pacific leading globally. 6G research focuses on AI and energy efficiency. Future mobile networks will evolve towards greater intelligence and effici...
The 3Q25 contract market is stalled, with spot demand weak. For 2026, NAND Flash supply and demand are set to soften, driven by economic uncertainty and tariffs, indicating persistent price pressure.
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...
Driven by technological breakthroughs and favorable policies, the robotaxi industry is moving toward commercialization. Key players are actively expanding their operations, making them crucial driver...
In 2025, China's humanoid robot market grows rapidly with major investments from tech companies and local governments. Japan’s early research needs more commercialization. Galaxy General announces maj...
The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden...
Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.
This report focuses on the humanoid robot industry, analyzing leading manufacturers, product specifications, key components, supply chain activities, and future market trends.
MRDIMM addresses high-core CPU and AI needs, enhancing memory efficiency, but standards, cost, and support limit adoption.
The report provides an in-depth analysis of the various stages within the photovoltaic industry chain, including silicon wafers, solar cells, and modules. It systematically tracks and examines the pro...
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
Glass substrates are emerging as a highly promising solution in advanced semiconductor packaging with recent breakthroughs in Through-Glass Via (TGV) technology. They are poised to drive innovation in...
In late June 2025, Google DeepMind introduced a new AI model named Gemini Robotics On-Device. This model further integrates the multimodal capabilities of Gemini 2.5 directly into terminal devices. It...
Global tech powerhouses are actively advancing the integration and development of AI and quantum computing, ushering in the next wave of computing power revolution. Quantum computing, with its inheren...
