Agility Robotics unveils six policy proposals spanning manufacturing, supply chain, standards, talent, commercialization, and federal procurement, urging the US to counter China's humanoid lead.
Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
Driven by strong demand from cloud service providers, the demand for HBM and server modules has surged. However, constrained by long equipment lead times and capacity reallocation, supply growth conti...
Global Capex rises on AI buildout as China speeds self-reliant chips, easing foreign hardware reliance.
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
Server DRAM contract prices are set to rise sharply in 3Q26. Looking to 2027, AI-driven demand growth will outpace supply expansion across all three major DRAM makers, sustaining a tight seller's...
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
This monthly report focuses on the global showcase lighting market. It covers the global market overview, product and technology trends, and supply chain structure, with a particular focus on the comp...
Apptronik unveils Apollo 2 and Robot Park with Google DeepMind, forging a hardware-model-data trio that marks the humanoid industry's shift from hardware race to a data factory era.
3Q26 humanoid competition shifts from specs to scene penetration and data loops, with diversified forms, China's 107% YoY shipment lead, and emerging chip and companion economies.
Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and sup...
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity.
NVIDIA unveils Halos for Robotics with a three-tier safety stack and Outside-In Safety, extending its autonomous driving expertise to humanoids and redefining Physical AI platform competition.
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...
