Supply Chain

Downstream Monitor Brand Shipment Tracker_Apr 25

TrendForce LED Lighting Market Dynamics Monthly Report－April 2025

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...

Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Geopolitical instability has fostered the rising consciousness of sovereign AI in 2025, thus prompting the US, Europe, China, and Japan to successively revitalize their domestic chip industries. These...

Monitor System Integrator Shipment Apr_2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

On April 3, 2025, US President Trump announced the implementation of Reciprocal Tariffs. Subsequently, on April 5, the US federal government released a revised document, "Annex III,&a...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...

TrendForce 2025 Development Trends in LED Grow Lights and Major Application Sectors

Chapter I. Global Horticultural LED Lighting Market Trends Chapter II. Trend Analysis on Grow Lights in Greenhouse Chapter III. Trend Analysis on Grow Lights in Vertical Farming Chapter IV. Trend A...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

TrendForce reports Mexico remains a key location for server and AI production, particularly for US-bound orders, leveraging USMCA exemptions despite US tariff volatility. The new policy favors USMCA-c...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Humanoid Robot Quarterly Report－2Q25

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

NVIDIA Expands into Autonomous Vehicles and Robotics to Sustain AI Boom

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...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...

05+.Monthly Panel Price Book Plus_1H_Apr_25