Witology Market Trend Research Institute
Witology acts as a consultant and think-tank for Taiwanese companies, identifying future trends and business opportunities to help them develop their strategies.We provide Taiwan companies with industry trends and market insights that are different from those of other market analysts, such as market research firms and brokerage firms. Our main services include "providing key trend reports," "innovation and product technology development strategies," and "strategic investment target consulting services," which combine Taiwan's key innovative technologies and products and identify companies for strategic investment.
Latest Industry Trend Reports
六月_端午節專題｜從 Google 發布《From AGI to ASI》看 AI 發展趨勢與限制
Google DeepMind發布《From AGI to ASI》，以「地形圖」視角取代時間表，拆解驅動AI能力躍進的有效算力三因子，同時點出記憶體頻寬與互連瓶頸等核心阻力。本文以此報告為本，梳理AI發展趨勢與現實限制，帶你看清AGI至ASI的完整路徑。
六月_玻璃基板專題｜玻璃基板之技術與供應鏈分析
AI加速器封裝面積急速膨脹，有機ABF基板翹曲失效、矽中介層尺寸受限，玻璃基板以低熱膨脹係數、高結構剛性與面板級可擴展性成為先進封裝的材料解方。本文從技術原理到供應鏈深度剖析玻璃基板的機會與挑戰。
五月醫療科技專題｜助聽器市場高潛力，AI輔助聽力大商機
全球聽力損失危機加劇，世界衛生組織報告2019年全球約15億人存在不同程度的聽力障礙，預計2030年將突破19億，其中全球人口高齡化 ... Read more
智慧眼鏡顯示技術專題（上）：四條路線拆解
從Google Glass失敗到Meta Ray-Ban突破700萬台，智慧眼鏡產業在短短兩年內徹底翻轉。本文深入剖析Birdbath、光波導等四大顯示技術路線，解析光機與光學元件如何協作，帶你看懂這場AR眼鏡顯示技術的核心競爭格局。
五月_AI 光通訊專題｜AI資料中心高速互連下CPO的定位 -CPO取代場景、技術演進與PCBA角色轉移
AI資料中心互連進入頻寬軍備競賽，CPO共同封裝光學將光電轉換距離縮短至毫米級，解決功耗、訊號衰減與頻寬密度三大瓶頸。本文分析CPO在各網路層級的取代急迫性、NPO與可插拔模組的競合關係，以及2026至2036年市場成長軌跡與台灣供應鏈的關鍵卡位機會。
四月_AI 跟單交易如何重塑加密市場
As the global crypto order-following market grows to over $47.4 billion by 2025, AI large-scale language models are moving from spectator to protagonist. Institutions are accumulating long term positions through Bitcoin ETFs, while retail traders are automatically following orders 24/7 through AI agents. The symbiosis between the two is the first ever "division of labor" in the history of the crypto market, and it will redefine who can profit from the market.
Industry/Corporate News
TSMC 2025 Third Quarter Press Conference
TSMC 2025 Q3 Presentation and Commentary
TSMC held a Q3 2025 press conference today and announced its Q4 2025 outlook. Q4 2025 revenue is expected to be in the range of US$32.2-33.4 billion. This year's annual revenue is expected to increase by "30% mid-range" in US dollar terms.
Latest Media Exposure
六月_端午節專題｜從 Google 發布《From AGI to ASI》看 AI 發展趨勢與限制
Google DeepMind發布《From AGI to ASI》，以「地形圖」視角取代時間表，拆解驅動AI能力躍進的有效算力三因子，同時點出記憶體頻寬與互連瓶頸等核心阻力。本文以此報告為本，梳理AI發展趨勢與現實限制，帶你看清AGI至ASI的完整路徑。
六月_玻璃基板專題｜玻璃基板之技術與供應鏈分析
AI加速器封裝面積急速膨脹，有機ABF基板翹曲失效、矽中介層尺寸受限，玻璃基板以低熱膨脹係數、高結構剛性與面板級可擴展性成為先進封裝的材料解方。本文從技術原理到供應鏈深度剖析玻璃基板的機會與挑戰。
五月醫療科技專題｜助聽器市場高潛力，AI輔助聽力大商機
全球聽力損失危機加劇，世界衛生組織報告2019年全球約15億人存在不同程度的聽力障礙，預計2030年將突破19億，其中全球人口高齡化 ... Read more
智慧眼鏡顯示技術專題（上）：四條路線拆解
從Google Glass失敗到Meta Ray-Ban突破700萬台，智慧眼鏡產業在短短兩年內徹底翻轉。本文深入剖析Birdbath、光波導等四大顯示技術路線，解析光機與光學元件如何協作，帶你看懂這場AR眼鏡顯示技術的核心競爭格局。
