Issues

2026 Physical AI Outlook: From Demonstration Technology to Operational Infrastructure

2026 Global Mobility Outlook: Structural Shifts, Operating-System Competition, and the New Geoeconomics of EVs

2026 Global AI Semiconductor Outlook: Structural Shifts, Strategic Risks, and the New Geography of Compute

Samsung Bets on Silicon Photonics: Can 2027 Become the Turning Point Against TSMC?

Hyundai Motor Group’s Digital Twin 2030: How the Anseong Battery R&D Hub Anchors a New AI-Driven Manufacturing Architecture

Tesla’s AI5–AI6 Strategy Signals a New Era of Physical AI Chips

Saudi Arabia’s Multi-GW AI Factory Plan: How HUMAIN and DataVolt Are Building a National Compute Backbone

CXL Is the Next HBM: How Samsung Is Opening the Era of Shared Memory

How Japan Is Rebuilding Its AI Semiconductor Ecosystem: Policies, Foundries, Packaging, and Future Strategy

China’s Physical AI Ecosystem Explained: Key Players, 2025–2030 Roadmap, and Global Implications

AAAI-26 Program Overview

Foundry

Semicon SpotPulse

Samsung Bets on Silicon Photonics: Can 2027 Become the Turning Point Against TSMC?

Dec 5, 2025

SpotPulse SpotSamsung has declared silicon photonics its core breakthrough strategy and is accelerating efforts to commercialize CPO technologies…

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CoreBrief Semicon

Samsung’s 2nm Breakthrough: How Korea Is Narrowing the Gap with TSMC

Oct 21, 2025

As of October 2025, Samsung is entering the decisive stage of preparing for next-generation 2-nanometer (nm) system semiconductor…

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Physical AI Semicon SpotPulse

Huawei’s Great Compute Leap: How the Ascend Roadmap Signals China’s Race for AI Hardware Sovereignty

Oct 7, 2025

Key Takeaways Huawei Accelerates Computing Sovereignty — With the Ascend 950–970 roadmap and its new “SuperNode” architecture, Huawei…

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