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Global server market, 4Q 2025
Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.
Global semiconductor industry, 2026
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.
Taiwan notebook industry, 4Q 2025
Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.
China smartphone market and industry, 4Q 2025
Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.
Containerized data center and liquid cooling development
Liquid cooling demand drives containerized data center development; 2026 AI server liquid cooling penetration rate expected to exceed 50%.
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.
Global EV sales, 2025 review & 2026 forecast
EV sales momentum slows in 2026 with the global auto market under pressure; The top-3 EV markets see their EV development heading in different directions, shrinking annual growth to 15.2% for the year.
Global smartphone shipment forecast update, 2026
Due to the sharp rise in memory prices, the global smartphone shipment growth rate in 2026 is estimated to turn from positive to negative.
Global top-3 memory maker status, 4Q25
Driven by the dual engines of HBM and general-purpose memory, the memory industry revenue will challenge US$300 billion in 2026.