1. Analysis on Dynamics of Major Manufacturers 2. Key Product Specifications 3. Analysis on Key Components 4. Dynamics of Key Component Suppliers 5. Quarterly Development of the Industry
In 2025, NVIDIA anticipates a shift in AI development from training to inference, with strong growth prospects for AI-driven innovations in autonomous vehicles, drones, and robotics that provide servi...
"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...
DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pu...
The In-Depth Research Report on Humanoid Robots for the First Half of 2025 begins with a review of the robotics industry, summarizing manufacturers’ major strategies and latest developments in technol...
Since President Trump took office, his administration has continually introduced various tariff and trade measures affecting a wide range of sectors, including raw materials, commodities, automotive p...
As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduct...
1. GB300: Architectural Updates 2. Major Power Supply Upgrade for GB300 3. CPO Receiving Attention 4. Refined Thermal Architecture 5. GB Shipments and CapEx Forecast for CSPs 6. TRI’s View
In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzh...
"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
