Market Trends

[2026 Industry Outlook] Vol.06 SMRs Next to Data Centers: AI Awakens the Nuclear Resurrection After 30 Years

Last week, we discussed solar power and ESS, highlighting the ambition of Big Tech giants dreaming of "energy independence." However,…

4주 ago

[2026 Industry Outlook] Vol.05 He Who Controls Electricity Controls AI: Tech Giants Dreaming of Energy Independence

Throughout January, we explored AI as brilliant software and the "vessels" that hold it—robots and semiconductors. But as we stand…

1개월 ago

[2026 Industry Outlook] Vol.04 On-Device AI and the Fabless Struggle: How to Survive in a World Where Everything is Connected

Throughout January, we have discussed the intelligence of agents, the heat of semiconductors, and the muscles of robots. But behind…

1개월 ago

[2026 Industry Outlook] Vol.03 Humanoids Enter the Factory: Who Decides the Price of Your Labor?

Last week, we discussed semiconductors and the staggering power and heat consumed by those massive digital brains. But when that…

2개월 ago

[2026 Industry Outlook] Vol.02 The Bottleneck of the Semiconductor Supercycle: Who Owns the Data Highway?

Last week, we discussed AI agents and the looming concern over financial sovereignty. But for those smart assistants to "think,"…

2개월 ago

[2026 Industry Outlook] The Era of AI Agents: Is Your Financial Sovereignty at Risk?

While reviewing my monthly subscriptions, a sudden unease set in. It wasn’t the payments I had authorized myself that unsettled…

2개월 ago