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.
The report examines global opportunities in the BTM energy storage market, analyzing trends and providing strategic guidance.
The main theme of Hannover Messe 2025 revolved around industrial digitalization and sustainable development trends. In addition to showcasing cutting-edge technological achievements, the focus was on practical application scenarios and the feasibility of immediate deployment. The content of Hannover Messe 2025 included emerging technologies and application details such as Gen AI and robotics, which are expected to optimize manufacturing production efficiency. In terms of energy transition, hydrogen energy-related solutions and energy storage technologies become highlights of the exhibition, reflecting the global industry's high emphasis on sustainable development. Taiwanese manufacturers were also actively participating, and bringing innovative applications to various industrial fields whilst helping clients implement digital and energy efficiency transformations.
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.
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.
Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply chains and international trade patterns, but also prompted retaliatory measures from China, thus exacerbating global economic uncertainties. Based on Trump’s discourse on U.S.-China trade during his campaign, this report will explore the potential impact of a Trump 2.0 on U.S.-China trade relations.
As the overall performance of cloud computing resources becomes more powerful, the energy consumption and heat generated by servers are also on the rise. Data center operators now urgently seek more efficient cooling systems to control this energy consumption. This report primarily analyzes how external objective conditions drive the demand for liquid cooling solutions. Additionally, it examines the development trends of different cooling solutions and the related supply chain in Taiwan.
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
1. Introduction to Solid-State Batteries for New Energy Vehicles (NEVs)
2. Comparative Analysis of Solid-State Batteries and Batteries with Liquid Electrolyte
3. Battery and Car Manufacturers’ Plans for Development of Solid-State Batteries That Power NEVs
4. TRI’s View
