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According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected to significantly increase production of the GB200 rack and launch the MGX RTX PRO to meet edge AI demands. The GB300 NVL72 design was reverted to the Bianca architecture for a smoother product launch, causing short-term pressures on the liquid cooling supply chain. In the future, NVIDIA's data center business will continue to expand, focusing on Tier 2 data centers and sovereign cloud projects, which will become key growth areas.
According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips with...
"According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DRAM. This product is expected to be released in 2H25, with demand estimated to reach 300,000-400,000 units, accounting for 40% of the total RTX PRO 6000 shipments for the year. Due to the export restrictions, NVIDIA may face intense competition in China from local AI chip suppliers such as Huawei and Cambricon. NVIDIA also plans to enhance integration with domestic AI ASICs through its NVLink Fusion technology to meet the growing market demand. Additionally, the demand for GDDR7 memory is projected to significantly increase, driven by NVIDIA, especially in the PC and workstation graphics card market.
COMPUTEX 2025 drew global tech giants and innovative companies alike, all eager to showcase their latest breakthroughs. With AI technologies now maturing, the market expects consumer electronics to increasingly adopt AI features—enhancing computing performance, battery life, and user privacy all at once.
Taiwanese companies are proactively shifting strategies as growth in traditional consumer electronics like smart bands and smartwatches slow. They are expanding into AR glasses, smart rings, and other smart wearables, as well as solutions for cross-device integration. This push aims to boost product appeal and uncover the next wave of market opportunities, making these applications one of the key highlights of COMPUTEX 2025.
Global market intelligence firm TrendForce reports that the global enterprise SSD market faced significant downward pressure in 1Q25...
On April 26, 2025, Chery, in collaboration with the AiMOGA team, completed the global delivery of the first batch of 220 AiMOGA humanoid robots, marking the first delivery of humanoid robots by an automotive company. In March, Chery’s humanoid robots had already been deployed in Malaysia to work in automotive 4S dealerships. Chery announced a three-step strategic plan for the AiMOGA robots: initially focusing on in-depth applications in 4S dealership scenarios to bring intelligent transformation to car sales; subsequently expanding into public service sectors such as supermarkets and government services to enhance service efficiency and quality; and ultimately entering the household service domain as intelligent home companions.
According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...
"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expanding the Blackwell platform supply chain, and establishing a new R&D center. The GB200 rack shipments are expected to increase after 2Q25, with collaboration from Taiwan’s ODM giants like Foxconn, Quanta, and Wistron. NVIDIA introduced NVLink Fusion to address competitive challenges and highlighted future AI trends involving AI agents and AI factories. These initiatives will accelerate AI technology adoption, cultivate local talent, and reinforce Taiwan’s strategic position in the global tech sector.
As indicated by the survey of global market intelligence firm TrendForce, the NAND Flash sector has been maintaining a subtle equilibrium in market activities since the beginning of 2025 under...
"According to TrendForce, the NAND Flash market has maintained equilibrium in early 2025 due to conservative capacity strategies by suppliers. However, sudden US tariffs disrupted this balance, leading some PC OEMs to stockpile, but overall shipment momentum was weak. The retail market's declining demand and uncertain outlook for enterprise and consumer applications have led suppliers to remain cautious on capacity expansion. Entering Q3 2025, the enterprise SSD market is expected to experience a substantial demand increase, driven primarily by North American cloud service providers' investments in AI. The rising demand is not only from Chinese AI deployments but also expanding in North America, supporting the global growth of enterprise SSD and leading to higher NAND Flash prices in 2025.
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