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資料中心電力：從電網到晶片

這支影片介紹 AI 資料中心的電力，從電網一路到晶片（內容截至 2026 年 10 月）：一步步跟著電力走，並勾勒出電力電子產業的發展方向。

Edward Chyau

Managing Partner

矽光子：市場現況

這支影片介紹截至 2026 年 10 月的矽光子市場：AI 為什麼讓它變得迫切、產業領導者正在出貨什麼，以及新創公司把賭注押在哪裡。

Edward Chyau

Managing Partner

AI 記憶體：市場現況

這支影片帶你認識 AI 記憶體（資料截至 2026 年 10 月）：記憶體為什麼成了瓶頸、每一種 AI 運算各自仰賴哪一種記憶體，以及這對市場有什麼意義。

Edward Chyau

Managing Partner

整合式電壓調節器：技術與兩筆交易

這支影片介紹整合式電壓調節器，以及建立在它之上的兩筆交易：亞德諾（ADI）以 15 億美元收購 Empower；安森美則於 2026 年 11 月 2 日同意以 6 億美元現金收購 Ferric，另加最高 1.75 億美元。

Edward Chyau

Managing Partner

邁威爾 + Lumentum：交易解說

這支影片解說邁威爾以全換股方式收購 Lumentum 的交易（2026 年 11 月 2 日宣布）：交易內容、為什麼要做、價值多少，以及背後的數字。

Edward Chyau

Managing Partner

The Importance of Optoelectronics for Augmented Reality Glasses

This paper explores the critical role of optoelectronics in enabling functional, lightweight, and immersive AR glasses. It breaks down the core optical components—waveguides, display engines, and optical packaging—while highlighting key trade-offs and emerging innovations that shape design decisions. Framed with industry context and near-term technical realities, the piece offers a grounded perspective on how advanced photonics and electronics are converging to unlock the future of everyday augmented reality.

Bryn Pilney

Head of Research

7/3/2025

SPATIAL COMPUTING

CONSUMER

Autonomous Driving in 2025: State of the Industry and the Road Ahead

This report provides a comprehensive analysis of the autonomous driving industry as of 2025, covering the technological landscape, key industry players, real-world deployments, regulatory challenges, and market trends across both passenger vehicles and commercial trucks. It evaluates the current state of autonomy (Levels 1–5) with data-driven insights on leading companies like Waymo, Tesla, Baidu, and Aurora, while outlining the hurdles and opportunities shaping the path toward broader adoption.

Bryn Pilney

Head of Research

Automating Logistics: Freight and the First + Middle Miles

This report is the third and final installment in our 2025 logistics series, Automating Logistics. The series has systematically examined how automation and emerging technologies are reshaping logistics. In this concluding paper, we turn our attention to the beginning and middle stages of the supply chain—often referred to as the “first mile” and “middle mile.” This part of logistics, frequently overlooked despite its outsized impact on overall efficiency, is rapidly becoming a focal point for innovation.

Bryn Pilney

Head of Research

4/9/2025

ROBOTICS

LOGISTICS

Automating Logistics: Last-Mile Delivery

Last-mile delivery, the final and most expensive step in logistics, connects goods from transportation hubs to their final destinations, often accounting for over half of total shipping costs. As e-commerce demand grows, companies are adopting automation, electrification, and new fulfillment models to improve efficiency and reduce costs.

Bryn Pilney

Head of Research

3/4/2025

ROBOTICS

LOGISTICS

Automating Logistics: Robotics in the Warehouse

A comprehensive analysis of warehouse automation trends and technologies, exploring the transformation of traditional storage facilities into strategic logistics hubs. This report examines the six core operational stages of modern warehousing: receiving, put-away, storage, picking, packing, and shipping. It details how automation solutions are revolutionizing each stage, from robotic unloading systems to autonomous mobile robots, while highlighting market growth projections and key industry challenges. The report provides insights into efficiency optimization, cost reduction strategies, and safety improvements across warehouse operations.

Bryn Pilney

Head of Research

2/3/2025

ROBOTICS

LOGISTICS