Foundry shifts: Samsung Taylor starts, SMIC expands, HuaHong refines, Nexchip and CXMT ally, mature node prices rise.
Driven by AI, next-generation advanced NAND has become the mainstream. As traditional vertical stacking encounters physical limitations and performance degradation, the industry's focus is shifti...
AgiBot unveils interactive world model, end-to-end action model, and dev platform, advancing embodied AI from perception to deployment as humanoid hardware converges.
In AI inference, MoE architectures and long-context processing have sharply increased memory-capacity requirements for model weights and KV cache, shifting the bottleneck from insufficient compute to...
This monthly report focuses on the LED sports lighting market and is presented in two parts. Part II highlights manufacturer dynamics and competitive landscape analysis.
For the current year of 2026, TSMC plans to establish a trial production line CoPoS through its subsidiary, VisEra, with trial production scheduled for 2027. Consequently, this year will be a critical...
Supported by AI demand, the contract market remains stable, while the spot market is experiencing a stalemate. Due to conservative expansion strategies by suppliers, NAND capacity growth remains slow....
Taiwanese foundries face structural shifts: TSMC consolidates 12" mature nodes, UMC hikes 8" prices, VIS pivots to PMICs, and PSMC moves to high-value processes amid supply-demand restructuring.
Backed by massive subsidies, China's equipment makers have made gains in mature nodes and initial inroads into advanced processes, but ecosystem gaps and geopolitics cap long-term gro...
The commercialization of humanoid robots worldwide is progressing more and more significantly. Our quarterly reports will continue to track and analyze the latest developments of core companies in the...
The two dimensions validated respectively by Unitree and AgiBot, “profitability” on one hand, and “scaled mass production + scenario deployment” on the other, would become the two most important yards...
NAND Flash supplier inventory hits multi-quarter lows; strong AI server demand and strict capacity control drive sharp contract price hikes expected in 2Q26.
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
Driven by enterprise solid-state drive demand and cloud long-term contracts, supplier contract quotes surged strongly, whereas spot markets weakened amid stagnant buying. NVIDIA's next-generation data...
This report reviews the humanoid robot industry through the first half of 2026, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Regarding k...
