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Tech
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Progress of global 6G standard formulation
Sort out the process of major global economies participating in 6G standard formulation, follow up on technical program discussions, standard finalization timelines and changes in technical research and development of the industrial chain.
What is the implementation progress of Huawei's Tao Law architecture chips?
Follow up on the mass production time, technical parameters, customer implementation of Huawei's Tao Law architecture chips, and its impact on the global AI chip competition landscape.
The release of the new version of HarmonyOS and its ecological progress
Follow up on the new HarmonyOS version released at Huawei Developer Conference, including follow-up system push, device adaptation and the progress of HarmonyOS AI capability implementation.
Progress of Apple's Siri AI reconstruction and implementation
Focus on the Siri reconstruction plan announced at Apple WWDC2026, follow up on subsequent function opening, user feedback, cooperation implementation and iOS device push schedule.
NVIDIA's AI Chip Supply Chain and Production Capacity Dynamics
Follow up on AI chip capacity expansion, new product releases, customer orders and supply chain adjustments based on information from NVIDIA GTC.
Global Memory Chips: Domestic Substitution and Price Dynamics
Observing spot price changes of mainstream DRAM/NAND, production capacity expansion progress of domestic manufacturers, IPO progress, as well as changes in the global supply and demand pattern and domestic substitution penetration rate.
Updates on the outcomes of 2026 Shanghai Mobile World Congress
Focus on 5G evolution, 6G R&D and AI mobile communication technology achievements released at the congress, and follow up on changes in cooperation progress of the industrial chain.
Mass production progress of NVIDIA Rubin servers
Follow up on the mass production launch time, production capacity scale, customer order delivery of NVIDIA Rubin servers and its impact on AI computing power market supply.
Growth dynamics of the global semiconductor market size
Combining regional production capacity, AI chip demand and consumer electronics recovery, track changes in the global semiconductor market size and see whether it will hit $1 trillion.
Production progress of Samsung and Apple's foldable phone OLED orders
Follow up on the production progress, yield performance, delivery time of the first batch of orders and subsequent order adjustments based on Samsung's three-year exclusive supply arrangement of foldable screen OLED for Apple.
Construction progress of Microsoft's data center campus in Texas, USA
Follow up on the start time, construction progress, power supply plan, commissioning time of Microsoft's 2GW data center campus, and its impact on regional AI computing power supply.
Changes in the market size and penetration rate of global liquid-cooled data centers
Focus on the background of AI computing power expansion, follow up on the growth rate of global liquid cooling technology penetration, market size growth, competitive landscape of different technical routes and cost decline trends.