Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.
Physical AI Research
The Physical AI Report provides structured analysis of technologies and markets enabling artificial intelligence to interact with and operate in the physical world. Coverage spans robotics, autonomous systems, industrial automation, machine vision, sensors, edge AI, and intelligent infrastructure.
The report examines how AI is being deployed across manufacturing, logistics, healthcare, mobility, and smart environments, while tracking developments in hardware, software, and ecosystem partnerships. It serves as a practical reference for understanding the emergence of Physical AI and its impact on industries worldwide.
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Latest Physical AI reports
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Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch
Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience
Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand
Wi-Fi 7 upgrades and cost pressures coexist as Taiwanese Wi-Fi router shipments rose 1.1% sequentially in the first quarter of 2026.
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
SDV deployment of auto Tier-1 and processor players
Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.
New Chinese AI service startup analysis
Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.
Strategies and deployment of edge AI chip startups
Edge AI chip startups split adoption between TSMC's mature processes and Samsung's advanced technology; Samsung seeks to gain trust from the market with innovations for edge AI.
Taiwan IPC industry and player status, 2025
Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.
Humanoid robot chips and upgrades from FPGAs
Humanoid robots use FPGA chips as the core to realize multi-axis motion control and AI model adaptation.
Breakdown and analysis of GPT-5
GPT-5 significantly reduces hallucination rates in academic applications, enhancing the potential of generative AI in education.
AI investments of top-4 Chinese CSPs
Top-4 Chinese cloud service providers are expanding their investment in AI infrastructure, accelerating the promotion of AI hardware and software solutions with Chinese characteristics in 2025.
Chinese humanoid robot development
China's humanoid robots are founded upon the collaborative robot supply chain, with cost control and motion capabilities becoming key advantages.
China humanoid robot industry status
Three major clusters of China's humanoid robot industry have taken shape; breakthroughs in humanoid robot mobility achieved, but practical applications remain limited .
Taiwan AI medical devices and status
Taiwan's AI medical devices are developing toward imaging and assistive applications, while the three major AI centers for smart healthcare in Taiwan help accelerate adoption and expand the industry scale.
LLM business model analysis and DeepSeek
DeepSeek opens the competition in closed-source LLMs, yet hybrid models balancing technological accessibility and profitability are becoming the trend in commercial development.
Trump reciprocal tariff impact on IPC industry
Reciprocal tariffs accelerate US capacity expansion plans for Taiwanese IPC companies; IPCs' highly customized nature makes them difficult to replace in the short term.
DeepSeek in China-US AI competition
DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.
Taiwan IPC industry and influence of US tariffs
Taiwanese IPC players will see combined revenues have a good chance of achieving a double-digit on-year increase in 2025, while the impact from the US' potential tariffs is estimated to be light.
China's sovereign AI: Infrastructure, policies and strategic initiatives
China invests in data centers with an infrastructure-driven approach to accelerate the development of its sovereign AI ecosystem.
Trump 2.0 AI policies
Trump 2.0 policies will aim to loosen domestic regulations to strengthen control over AI technologies and ecosystems while intensifying AI-related restrictions against China.
Status of edge AI and computing industry
Rapidly rising demand for edge AI prompts chip players to enter the competition.
Sovereign AI status
Sovereign AI poses challenges to the three major public CSPs over the global deployment with local players welcoming new business opportunities.
Taiwan IPC makers operation status, 2H24
The IPC market's inventory digestion is nearly at the end in the second half of 2024 with applications such as smart retailing, becoming the key deployment focus of related makers.
Status of domestic AI chip development in China
China is pushing domestically developed AI chips and deployment of RISC-V structure in a bid to break through US chip sanctions.
Status of global AI healthcare market
Image analysis makes a major contribution to the AI healthcare industry with Taiwan enjoying rapid development in related applications.
Supply chain resilience and support from AI
Manufacturers are pushing to adopt digital technologies such as AI to strengthen their supply chain resilience, a common issue that the whole manufacturing industry has been eyeing to address.
OpenAI and Google LLM comparison
OpenAI's and Google's development of LLM technologies is differentiated as each has strengths in different areas.
Status of humanoid robot development
Companies are accelerating their development of humanoid robots with labor shortages being the key driving force.
Deployment of Taiwan IPC industry in Southeast Asia
As geopolitical tensions have been spreading, IPC makers' customers are demanding to have more production capacity outside of China and Taiwan to lower the risks of being affected.
In-house AI chip R&D of US, China major CSPs
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software and hardware integration
Taiwan IPC makers operation status
Taiwan's IPC industry suffered a minor on-year decline in overall 2023 revenues, but the amount is expected to pick up in 2024 to arrive at above NT$300 billion.
Android adoption of Gemini for gen AI
With the growing popularity of AI, Google is also pushing keenly to adopt Gemini Nano in Android for generative AI and LLM applications.
China AIoT market
AI-enabled products as a proportion of China's IoT market have been increasing year after year with AI has grown to become more important for related products
NPU development in edge computing field
With the rise of edge computing, network processing units (NPUs) will be one of the key developing directions for AI accelerator chips.
AI adoption in smart road applications
AI network cameras and edge computing devices play crucial roles in driving smart road development.
Status of delivery robot market in Japan
Japan's delivery robot market is still at its initial stage of development and the costs for producing the machines and their operation afterward are still high.
Taipei Int'l Logistics and IoT Exhibition 2023 showcase
The Taipei International Logistics and IoT Exhibition 2023 and Taipei International Cold Chain Technology Exhibition 2023 were jointly held from August 23 to 26, with more than one hundred cold chain and logistics operators participating in the events.
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