Market Trends– category –
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Market Trends
Solid-State Battery Unicorns WeLion, QingTao, and ProLogium Race for IPO Dominance in 2026
Shanghai Metals Market (SMM) China Overview The year 2026 is witnessing an intense IPO race among solid-state battery developers, with WeLion New Energy, QingTao Energy, and ProLogium Technology vying for early public listing. WeLion com... -
Market Trends
U.S. Government Commits Additional $2 Billion to Domestic Battery Supply Chain, Including $1.4 Billion Loan to Sila Nanotechnologies
Markets Insider USA Overview The U.S. government announced an additional $2 billion investment to fortify its domestic battery supply chain, highlighted by a $1.4 billion Department of Defense loan to silicon battery developer Sila Nanot... -
Market Trends
Solid-State Batteries Enter Critical Engineering Phase: Japan, Korea Lead Automotive Standards as Key Material Costs Halve
TrendForce Taiwan Overview By 2026, the all-solid-state battery (ASSB) industry has transitioned from laboratory research to a crucial engineering validation phase. Japanese and South Korean manufacturers are spearheading automotive stan... -
Market Trends
Solid Energies Secures $900,000 Federal Grant from U.S. Department of Energy for High-Energy Solid-State Battery Development
Solid Energies USA Overview Solid Energies, a pioneer in solid-state battery technology, has been awarded a $900,000 federal grant through the U.S. Department of Energy's ARPA-E PROPEL-1K program. This funding will accelerate the develop... -
Market Trends
Lightmatter Releases White Paper Advocating Integrated Supply Chain for AI Photonic Interconnects
digitimes Taiwan Overview Lightmatter unveiled an infrastructure white paper at OCP APAC Summit 2026, addressing supply chain fragmentation and adoption barriers for photonic interconnects in AI infrastructure. Bijan Nowroozi, Head of Ec... -
Market Trends
Photonics Becomes Geopolitical Flashpoint: US-China Summit May Address Optical Interconnects as US Considers Curbs on Chinese Hardware in AI Data Centers
Tom's Hardware USA Overview Optical interconnects and silicon photonics, critical next-generation technologies for AI, are emerging as potential key topics for a looming US-China summit. The United States is reportedly considering measur... -
Market Trends
NVIDIA and Broadcom Dominate 2026 CPO Supply Chain; TSMC’s COUPE Capacity Prioritized for AI Accelerators
SupplyICs USA Overview The 2026 Co-Packaged Optics (CPO) supply chain is facing severe challenges, characterized by a concentrated production landscape where NVIDIA and Broadcom largely control key platforms. A critical bottleneck stems ... -
Market Trends
Near-Packaged Optics Gains Momentum as Co-Packaged Optics Faces 2029 Mass Production Delays; Open CPX MSA Advances Interoperability
Tom's Hardware / XenoSpectrum USA Overview Near-Packaged Optics (NPO) is rapidly emerging as an interim solution for AI data center optical interconnects, as Co-Packaged Optics (CPO) mass production is now projected to delay until 2029. ... -
Market Trends
Enecoat Technologies to Showcase Advanced Perovskite Solar for Sustainable Urban Futures at GREEN×EXPO 2027
EneCoat Technologies Japan Overview Japanese firm Enecoat Technologies will present a concept exhibition of its innovative perovskite solar cells at the GREEN×EXPO 2027 International Horticultural Exhibition. This showcase aims to demons... -
Market Trends
Oxford PV to Detail 2024 World-First Commercial Shipment and >30% Efficiency Module Roadmap at Perovskite Connect 2026
Perovskite-Info Germany Overview The Perovskite Connect 2026 conference, scheduled for October 21-22 in Berlin, will highlight breakthroughs in the perovskite solar cell supply chain and applications. A key presentation will feature Oxfo...