30 Apr 2025

China's L2+ ADAS Market Surges as Full-Stack Solutions Dominate
China's L2+ ADAS market is accelerating, led by cost-effective full-stack solutions and domestic innovation. IDTechEx projects the market to reach US$20 billion by the 2040's as local players outpace global rivals.
Full profile interview
24 Apr 2025

Graphcore
Graphcore is a UK-based semiconductor chip designer that develops accelerators and data center systems for AI and machine learning. Its main innovation is a novel processor called the IPU (Intelligence Processing Unit), an architecture designed from the ground up to specifically tackle machine learning workloads. As of 2024, it is a subsidiary of Softbank.
18 Mar 2025

Demand for HBM to Grow 15-fold by 2035 for HPC and AI, says IDTechEx
Parallel computer architectures, such as those deployed for modern high-performance computing (HPC) and artificial intelligence (AI) workloads, frequently encounter memory bottlenecks that limit performance, known as the 'memory wall'. IDTechEx assesses the key developments and trends in memory and storage technologies, including high-bandwidth memory (HBM), DDR, NAND, and many more.
13 Dec 2024

The Story of Cruise and How Its Loss Impacts the Robotaxi Industry
IDTechEx predicts that 2024 and the coming couple of years will be seen as the hockey-stick moment for robotaxis. Companies across the US and China are preparing for a mass roll-out of services.
Cruise was one of the early leaders in robotaxi development, getting off to a good start and attracting the attention of General Motors who acquired the company in 2016. However, in December 2024 it appears that GM and Cruise's robotaxi endeavour is coming to a premature end.
Topic overview
22 Nov 2024

Robotaxi Players, Funding, and Case Studies
IDTechEx has diligently tracked the robotaxi industry and has data on more than 30 players related to the industry. In this premium article, IDTechEx discusses which companies it thinks are leading the field and highlights their successes so far.
21 Nov 2024

The Autonomous Car Industry in 2024: Three Key Takeaways
Autonomous driving technologies have seemingly been on the horizon for the last decade, maybe more. Over the past four years, level 3 technologies have been certified for consumer use on public roads, hands-off/eyes-on driving has solidified as a market segment, and commercial driverless robotaxi services have become available to the public.
Background
8 Nov 2024

DeepWay
DeepWay was founded in 2020 as a joint venture between Baidu, a leader in AI and autonomous technologies, and Chinese logistics financier Lionbridge.
Background: Company financials
21 Oct 2024

Momenta: Autonomous Vehicle Software
Background
22 Jul 2024

Golden Dragon
Golden Dragon, officially Xiamen King Long United Automotive Industry Co., Ltd., is a Chinese bus manufacturer established in 1988. The company produces city buses, tourist coaches, school buses, and commercial vehicles, focusing on electric and hybrid powertrains.