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H200’s performance significantly surpasses H20, making it an attractive option for China’s CSPs and OEMs if exports proceed as planned. The U.S. is expected to adopt an “N-1” or “N-2” export strategy for AI chips shipped to China, to ensure that global-market products retain a performance lead. China’s domestic AI chip market share is projected to reach 50% in 2026, supported by government policies and enterprise-level projects.
Major economies globally are advancing humanoid robot development. Japan is focusing on improving essential components like actuators, sensors, and control systems to increase the entry barrier. In contrast, the U.S. and China are rapidly rolling out end-to-end humanoid products. Since these regions focus on different application scenarios, their humanoid robot industries are likely to reach key turning points in 2026.
TrendForce’s recent research indicates that high-speed optical interconnects are now central to performance and scalability, especially as AI data centers grow into large clusters. The report predicts that worldwide shipments of optical transceivers of 800G and higher will hit 24 million units in 2025, then jump by 2.6 times to nearly 63 million units in 2026.
The enterprise SSD market experienced robust growth in the third quarter of 2025. TrendForce’s latest reports reveal that AI demand continued to expand from training to inference tasks. Meanwhile, North American CSPs simultaneously scaled out both AI infrastructure and general-purpose servers. This led to a significant boost in enterprise SSD shipments and prices, resulting in a 28% increase in combined revenue for the top five brands that reached approximately US$6.54 billion and set a new record for the year.
TrendForce’s latest research indicates that the smartphone market entered its peak season in the second half of the year, with new product launches further boosting output. In 3Q25, global smartphone production hit 328 million units, representing a 9% QoQ growth and a 7% YoY rise. These numbers highlight a distinct seasonal uptick.
