Under US restrictions, China is advancing semiconductor equipment self-sufficiency, with EUV as a key bottleneck relative to ASML’s lithography.
Inside China’s Chain Strategy →
Glass-based Micro LED, advanced by Samsung and AUO, benefits from a mature supply chain. LEDoS, still led by JBD, may become the new mainstream once matured.
In-Depth Insights Micro LED →
Ethernet is poised to return as the mainstream in Scale-Out data centers, while InfiniBand stays strong in HPC. Broadcom and NVIDIA are competing for dominance.
Explore Scale‑Out Network →
ASIC growth may outpace GPU in 2026, putting NVIDIA under pressure. The battle has moved from chip performance to interconnects, switches, software, and ecosystem.
Unveiling NVIDIA AI Strategy →
AI is driving data center power use, could double in 5 years! Enterprises face rising costs and ESG pressure. How can they boost efficiency and cut power?
Master Future Trends →
4 major North American CSPs are ramping up investment in AI infrastructure to stay competitive. This article explores AI infra trends through their strategies.
Explore AI Infra Strategy →
