Dexterous hands decide whether humanoid robots can move from demos to real-world work. As the end-effector, the hand directly ...
HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still ...
The OCP Global Summit opens this week, where the AI supply chain tackles its next set of bottlenecks. As racks move toward megawatt scale, watch for progress on 800 VDC power, liquid cooling, and ...
TrendForce sees similar momentum. With the x86 and Arm camps and other players stepping up CPU investment for agentic AI and ...
Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level, while shortages are limiting some NAND suppliers’ ability to support ...
Server CPUs join the Radar this week, a sign of how fast agentic AI has moved them up the watch list. Lead times are at 25 to 30 weeks against a balanced 16 to 20, with major CSPs also accelerating ...
TrendForce Substack covers semiconductors and AI infrastructure in depth. Depth takes time to read, and it does not always answer the question that surfaces first on a Monday morning: what changed ...
With Apple reportedly set to unveil its first foldable iPhone in fall 2026, the market’s attention has turned back to foldable technology. This is not a specs leak or a rumor roundup, but a broader ...
In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results