Beyond Speed: The Internet of Senses
6G is not just faster 5G. With latency under 0.1ms, it enables haptic internet applications. Remote surgery and immersive holographic telepresence are moving from sci-fi to commercial reality.
Semiconductor Boom
The demand for Terahertz (THz) frequency chips is skyrocketing. Specialized foundries producing Indium Phosphide (InP) and Gallium Nitride (GaN) wafers are booked out through 2027.
Winner Takes All
Infrastructure providers holding essential patents for 'Intelligent Reflecting Surfaces' (IRS) are poised to dominate the market cap leaderboard.
The Connectivity Gap
While urban centers upgrade, the satellite internet sector (LEO constellations) is ensuring rural areas aren't left behind, creating a dual-track investment opportunity.