Market Trends– category –
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Geely Targets 5-Minute EV Recharging with 1800kW Ultra-Fast Charger; Solid-State Batteries ‘Months Away’ in China
AUTOCAR JAPAN China Overview Chinese automotive giant Geely is developing an 1800kW ultra-fast EV charger, targeting a revolutionary five-minute full charge, aiming to surpass rival BYD's 'Flash' technology. Concurrently, a Geely managin... -
Chery Bets Big on Solid-State: $1.5 Billion Investment Targets 400 Wh/kg Energy Density for 2026 Validation
BigGo Finance China Overview Chinese automaker Chery Automobile has committed $1.5 billion to begin validation testing of all-solid-state batteries by 2026, aiming for an energy density exceeding 400 Wh/kg—roughly double that of current ... -
All-Solid-State Battery Development Shifts to ‘Validation Phase,’ Japan, China, and Korea Accelerate Supply Chain Buildout for EVs and High-Value Applications
36Kr Japan Japan Overview According to TrendForce's Q2 2026 report, all-solid-state battery development is transitioning from material performance improvement to technical validation for mass production. Japanese automakers like Toyota, ... -
Semi-Solid Hybrid Batteries Dominate EV ‘Solid-State’ Market in 2026; True All-Solid-State EVs Face Late 2020s Small-Scale Production
Industry Analyst USA Overview As of 2026, most 'solid-state' batteries available for electric vehicles (EVs) are in fact semi-solid-state hybrid designs. The article highlights that the mechanical properties of solid electrolytes effecti... -
China Integrates All-Solid-State Batteries into 15th Five-Year Plan Standardization System, Accelerating Breakthroughs and Large-Scale Adoption
Shanghai Metals Market (SMM) China Overview On September 9, 2026, China's Ministry of Industry and Information Technology (MIIT) and eight other departments issued the 15th Five-Year Plan for the Development of the Intelligent Connected ... -
Taiwan Launches Silicon Photonics Alliance Led by TSMC to Resolve AI Data Transmission Bottlenecks with 30-50% Power Reduction
CHOSUNBIZ South Korea Overview Taiwan's government and leading semiconductor firms, including TSMC, have established a 'Silicon Photonics Alliance' to build a next-generation data transmission ecosystem for the AI era. This initiative ai... -
CIOE Shenzhen Highlights AI-Driven Optical Supply Crunch; 1.6T Modules Entering Production Amid Upstream Component Bottlenecks
Pandaily China Overview The CIOE 2026 Shenzhen exhibition underscored a critical supply constraint in optical interconnects driven by surging AI cluster demand. While 800G optical modules remain primary shipments, 1.6T modules are transi... -
OIF Releases Critical 1600ZR Coherent Interface IA, Doubling Per-Wavelength Capacity for Data Center Interconnects to 1.6T
Morningstar (Business Wire) USA Overview The Optical Internetworking Forum (OIF) announced the '1600ZR Coherent Interface Implementation Agreement (IA),' defining an interoperable 1.6T coherent line interface for data center interconnect... -
US Restrictions on China’s AI-Optics Leaders Could Position Coherent as Primary Beneficiary in 800G and 1.6T Transceiver Markets
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter USA Overview Potential U.S. restrictions on leading Chinese AI optics firms, Innolight and Eoptolink, could significantly benefit U.S. suppliers, particularly Coherent. Coherent ... -
Ciena Reports 37% Q3 Revenue Surge Driven by AI and Cloud Demand, WaveLogic 6 Nano 800ZR Shipments Double
Converge Digest USA Overview Ciena announced a 37% year-over-year revenue increase in its third quarter, fueled by robust optical networking demand from AI and cloud sectors. Sales of pluggable optics more than doubled year-over-year, an...
