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A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansion to support AI workloads. This is not only driving higher global server shipments but also a notable increase in memory content per server.
In the NAND Flash market, enterprise demand will serve as the core growth engine in 2026, while the consumer segment is expected to remain muted until a more visible economic recovery boosts purchasing power and revitalizes demand.
Looking ahead to 2026, continued strength in AI server demand—combined with suppliers' profitability-first strategy—will keep both DRAM and NAND Flash prices on an upward trajectory, reinforcing a structural pricing shift across the memory industry.
Given the complexity and diversity of the challenges faced by urban transportation, the parallel development of intelligent transportation systems (ITS) and autonomous driving aims to address congestion and enhance system resilience. AI-powered ITS will toward greater proactivity, strengthening real-time sensing and decision-making capabilities as regulations and technologies for autonomous vehicles evolve. However, data standardization and platform integration remain critical challenges that must be resolved.
Current progress in humanoid robotics is centered on optimizing vision-language-action (VLA) models, integrating multimodal data, and enhancing instruction comprehension as well as the ability to interpret human intent. Training relies heavily on world models, human video data, and VR-based remote training, with increasing emphasis on first-person perspectives to strengthen perception. While the ultimate goal is to achieve general-purpose humanoids, development remains constrained by significant challenges, leading Western and Chinese companies to pursue divergent technological pathways.
In its endeavor to bolster its global leadership, the United States is actively promoting the reorganization of supply chains and the repatriation of manufacturing through the implementation of reciprocal tariffs and a significant increase in strategic investments. This report provides a comprehensive examination of the U.S. smart manufacturing landscape, with specific attention to the semiconductor, automotive, and fast-moving consumer goods (FMCG) sectors. It delves into the strategic postures of key companies and their deployments in hardware (e.g., chips and sensors), software, and integrated systems.
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 inherent advantages in handling high-dimensional optimization, many-body simulation, and stochastic combination problems, has become a key complement to HPC and AI computing architectures. Quantum computing particularly demonstrates practical potential in areas such as model compression, inference acceleration, and bandwidth optimization.
As power consumption and thermal density in AI servers soar, traditional air-cooling methods are increasingly inadequate when it comes to meeting the demand of high-performance computing (HPC). Liquid cooling, with its superior heat dissipation capabilities, is rapidly emerging as a key solution for supporting the next generation of high-performance systems.
The explosive growth of the AI server market has not only driven urgent demand for high-density thermal management but also transformed liquid cooling from a niche technology into a mainstream battleground—becoming a critical force behind data center upgrades.
In 2025, NVIDIA anticipates a shift in AI development from training to inference, with strong growth prospects for AI-driven innovations in autonomous vehicles, drones, and robotics that provide services in human environments. The company is aggressively advancing its integrated hardware-software strategy to meet the expected surge in demand for AI computing power—enhancing both the performance and flexibility of its AI computing platforms. This approach not only encourages broader adoption by application developers but also positions NVIDIA to benefit from rapid growth in emerging AI applications, reinforcing its leadership in both computing infrastructure and research.
DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pushing the industry to prioritize cost-effectiveness and efficiency, driving AI development toward lower costs and higher performance.
As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduction of torque and inertia sensing technology by manufacturers is critical for humanoid robots to walk flexibly and mimic human behavior in various scenarios. These two sensor systems need to work perfectly in sync, driving robots from simple programmed actions towards more natural human behavior. Humanoid robots need to operate in complex and variable environments and possess reaction speeds similar to humans. Their sensing systems must accurately perceive and respond to their surroundings. Currently, several robot manufacturers are specializing in improving their walking performance.
1. GB300: Architectural Updates
2. Major Power Supply Upgrade for GB300
3. CPO Receiving Attention
4. Refined Thermal Architecture
5. GB Shipments and CapEx Forecast for CSPs
6. TRI’s View
