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AIoT

What to expect?
  • WiFi device shipment semi-annual update
  • FWA, FTTx, Cable shipment semi-annual update
  • Overview and outlook of Taiwan's IPC industry
  • Other trending applications analysis (robot, edge computing, AI ecosystem, AI technology, etc.)
Research Scope

The AIoT Report provides structured analysis of the AI, IoT, IPC, and edge computing landscape, focusing on the technologies and markets shaping next-generation intelligent systems. It delivers semi-annual shipment tracking for connectivity segments such as Wi-Fi, FWA, FTTx, and cable, alongside dedicated coverage of Taiwan’s IPC industry. The report also examines edge computing chip trends, robotics applications, and the development of China’s cloud and AI ecosystem, outlining how application scenarios, technologies, and ecosystem structures are evolving across the AIoT domain. This serves as a practical reference for tracking AIoT-related market and technology developments over time.

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report
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.
C.Y. Yao
Monday 26 January 2026
report
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.
Zouhao Shen
Tuesday 20 January 2026
report
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.
Zouhao Shen
Wednesday 17 December 2025
report
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.
Jin Pai
Monday 8 December 2025
report
Breakdown and analysis of GPT-5
GPT-5 significantly reduces hallucination rates in academic applications, enhancing the potential of generative AI in education.
Wing Huang
Tuesday 16 September 2025
report
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.
Aaron Chen
Monday 25 August 2025
report
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.
Jin Pai
Tuesday 15 July 2025
report
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 .
Eva Lin
Tuesday 17 June 2025
report
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.
Eva Lin
Tuesday 20 May 2025
report
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.
Wing Huang
Friday 16 May 2025