Selected Topics

Selected Topics cover various major fields of the technology industry, including the semiconductor industry, green energy, and terminal devices. These specially selected reports focus on major industries, allowing readers to quickly grasp the technological advancements and trends in each field.

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.

The Rise of DeepSeek and Trends in Agentic AI Applications

DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.

Cloud Computing Shapes the Competitive Landscape of the Robotaxi Industry

In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US actively expand their robotaxi services, the future of related applications looks promising. However, the cost of advanced driving assistance features still limits their widespread adoption, and the performance of current autonomous driving systems across various automotive brands still has room for improvement. An autonomous vehicle generates about 40TB of data daily, necessitating the use of cloud platforms for computation, storage, and analysis. The emergence of these solutions, in turn, is accelerating the development and popularization of autonomous driving technology. Additionally, Taiwan-based companies are expected to demonstrate a unique competitive edge in areas such as sensor manufacturing, system integration, and innovative applications.

Promising Future for Humanoid Robots Spurs Growth in Reducer Industry

The trends and application scenarios for humanoid robots are becoming increasingly clear, presenting significant business opportunities for the reducer industry. Harmonic Drive Systems, Nabtesco, Neugart, Sumitomo, Leaderdrive, Zhenkang, Shuanghuan, and Apex Dynamics are committed to product innovation and technological advancement. They are strengthening their products' competitive advantages in the market while accelerating their deployment of humanoid robots to meet future market demands and drive technological innovation.

Overview on China’s Development in Industrial Robots through New Quality Productive Forces

Made-in-China is accelerating its transition towards automation to address labor shortages amidst rising labor costs, low birth rates, and an aging population. At the same time, there is a push for manufacturing to progress towards higher-end production actuated by new quality productive forces, thus creating a demand for industrial robots with the goal of achieving domestic production.

AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

AI technology is demonstrating great potential in the space industry. Current practical applications include optimization of fault detection, satellite payload remote sensing, satellite network management, and space robotics through AI/ML. These applications enhance the execution efficiency and safety of space missions. Additionally, effectively integrating AI systems with existing technologies and overcoming environmental constraints are key issues that need to be addressed in the future.

The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

1. AI Models and Technologies Used 2. The Relationship Between Computing and ICs 3. The Impact of AI on the IC Industry 4. AI Deployment by Major IC Design Companies 5. TRI’s View

Key to Subversion of Telecom Industry – Development Trends and Commercial Opportunities of Generative AI in Telecom Industry

The explosive surge of generative AI (gen AI) has prompted global telecom operators to successively incorporate large language models (LLMs), and develop various services related to gen AI applications, whilst unfolding preliminary verifications on gen AI application scenes. Taiwanese telecom operators are also offering gen AI services as integrated solutions to enterprise users in the hope of improving their overall revenue.

Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

Taiwans’ largest industrial-themed exhibition series, Intelligent Asia 2024, kicked off in late August for a four-day event. Out of the sub-exhibitions, the Taiwan Robotics and Smart Automation Exhibition (TAIROS 2024) garnered a sizeable amount of attention, with booth numbers growing nearly 30% compared to 2023. The event attracted major global robotics manufacturers and key supply chain players looking to capitalize on the growing momentum of industry giants like NVIDIA and Tesla investing in robotics. TAIROS 2024 showcased advanced factory equipment and robots featuring high-level data analytics and autonomous learning capabilities as its key highlights. The exhibition focused primarily on robotic arms for manufacturing, with AI enhancements delivering benefits such as improved flexibility and optimized processes.
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