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NVIDIA’s newly launched Jetson Thor acts as the “physical intelligence core” of humanoid robots, integrating the Blackwell GPU and 128 GB of memory to deliver 2,070 FP4 TFLOPS of AI performance—7.5 times that of its predecessor, Jetson Orin. TrendForce reports that this leap is not just a numerical upgrade; it enables robots to process massive sensor data and LLMs in real time, allowing advanced humanoids to truly see, reason, and act. With companies such as Agility Robotics, Boston Dynamics, and Amazon adopting the platform and building ecosystems, the humanoid robot chip market is projected to surpass US$48 million by 2028.
TrendForce’s latest research on the liquid cooling industry reveals that the rollout of NVIDIA’s GB200 NVL72 rack servers in 2025 will accelerate AI data center upgrades, driving liquid cooling adoption from early pilot projects to large-scale deployment. Penetration in AI data centers is projected to surge from 14% in 2024 to 33% in 2025, with continued growth in the following years.
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
TrendForce’s latest research reveals that global NEV sales, including BEVs, PHEVs, and FCVs, reached 4.868 million units in the second quarter of 2025, up 30% YoY. When HEVs are included, total EV sales climbed up to 6.456 million units, accounting for 29% of global auto sales.
TrendForce’s latest investigations show that robust gaming demand, coupled with aggressive promotion from brands and panel makers, will boost OLED monitor shipments across all regions in 2025. However, Europe’s market share is expected to climb to match North America’s while China’s share is projected to exceed 20% due to impacts from tariffs.
