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On May 25, Figure AI CEO Brett Adcock announced that the company’s latest humanoid robot, Figure 03, has achieved bipedal walking, claiming it integrates the most advanced hardware system seen to date. The previous model, Figure 02, is currently undergoing testing at a BMW factory, recently completing 20 consecutive hours of operation. As early as March 2025, Figure revealed that the design of the third-generation model had been finalized, with a focus on cost control and mass production scalability. The company plans to use injection molding and diecasting technologies. As of now, a full video of Figure 03 walking has not been released.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
COMPUTEX 2025 was convened for four days in mid-May, and invited 1,400 suppliers to showcase how AI is currently actuating industrial upgrades. The grand event focused on “AI NEXT” as this year’s topic as a continuance from “Connecting AI” of 2024, and carried on with the concentration on products related to AI, where various applications that came to fruition on-site also symbolize how the industry is marching towards a new era of AI empowerment.
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...
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...
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