AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.

Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion

The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.

NVIDIA and Broadcom both started deploying CPO in switch products, signaling the tech's opportunity in early commercialization.

According to DIGITIMES, six major AI applications - chatbots, software development, image generation, video generation, enterprise operations automation, and manufacturing process automation - are increasingly being adopted by enterprises. The resulting surge in inference demand, combined with diverse deployment models across cloud, edge, and on-premises environments, is driving a significant “specification reset” in AI infrastructure.

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.

Google and Matter are aggressively pushing into smart home innovations, while Apple's deployment still needs more time to be clear.

LEO satellites lead the global fleet management revolution as a key driving force for IoV commercialization.

India's high population started to benefit the nation in accelerating the implementation of its broadband services and manufacturing ecosystem.