Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Global new energy and electric vehicle markets maintain growth, while overall auto sales are weighed down by weak ICE demand and China’s slowdown. In China, severe supply‑demand imbalance and margin p...
Dexterous hands are one of the most costly core modules in humanoid robots. As robot shipments grow, the market for dexterous hands expands in lockstep, and capital is rapidly flowing into specialized...
Global NEV sales dipped slightly in Q1 2026, with BEVs showing modest growth while PHEVs declined. Full-year growth is still expected to outpace traditional vehicles. China’s market slowed due to poli...
Intel 18A yield beats plan, 14A wins Tesla. Niche logic with EMIB/Foveros and PowerVia could reshape foundry race.
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...
Tesla CEO Elon Musk plans to complete the construction of mass production lines for Optimus Gen 3 within 2026, targeting an annual output of 1 million units by year-end. However, considerable uncertai...
Global NEV markets are seeing steady growth in EV penetration. China’s growth is cooling from a high base, whereas the US pivots to hybrids and Western Europe sees policy-driven growth. BYD has overta...
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...
Figure AI has made significant advancements in both the structural and system integration aspects of its latest product, the Figure 03. Compared to previous versions, the new model features simplified...
This report reviews the humanoid robot industry through the second half of 2025, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Re...
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...
The AI ASIC market is rapidly expanding, with TPUs shifting from internal use to external commercialization due to their energy efficiency and customization. Leading cloud and tech firms actively deve...
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...
On January 30, 2025, during Tesla’s Q4 2024 earnings call, the company revealed that its humanoid robot production line is expected to reach a monthly output of 10,000 units by 2026, with deliveries s...
