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Robotics Summit & Expo is a premier event in North America dedicated to the exploration of commercial robotic technology. It took place from late April to early May 2025 in Boston, USA, bringing together over 200 companies to showcase their latest advancements in the design, development, manufacturing, and commercialization of robots. The event covered a wide array of industries and applications, including industrial automation, medical robotics, AMRs/AGVs, autonomous navigation, AI-driven control systems, and humanoid robots.
For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...
According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...
"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD MI308 to China. This requirement will significantly impact NVIDIA's ability to sell their H20 and similar chips to China’s AI market, driving the market towards domestic alternatives and a clearer division between the AI server supply chains in China and the US.
In response to these restrictions, Chinese CSPs and OEMs are expected to increasingly rely on domestic suppliers for AI accelerators. Major Chinese CSPs such as Baidu, ByteDance, Alibaba, and Tencent are anticipated to boost their investments in developing in-house AI chips. As a result of the new export controls, the share of externally purchased AI chips (e.g., from NVIDIA and AMD) in China’s AI server market is projected to drop from 63% in 2024 to 41.5% in 2025.
Huawei and Cambricon lead the domestic AI chip sector and are expected to drive the adoption of local chips in 2025. Additionally, Chinese CSPs like Alibaba and Baidu are actively developing their ASICs to replace NVIDIA GPUs. Overall, geopolitical risks are expected to expedite China's autonomy in the AI supply chain.
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...
TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2025. US CSPs are taking the lead in AI ASIC development: Google (TPU leader), AWS (fastest growth at 104% YoY), Meta (MTIA), and Microsoft (Maia) are actively advancing next-gen chips. Concurrently, US restrictions have prompted major local Chinese CSPs (e.g. BBAT) to accelerate their R&D on in-house AI ASICs in order to lower dependency on US chips. In-house developed ASICs are now a key CSP strategy focus.
On April 1, 2025, Leju Robotics announced that its Kuavo humanoid robots have been deployed in batches at the FAW Hongqi factory, where they are officially taking on logistics sorting and handling tasks. In June 2024, Leju’s Kuavo robot made its debut at the Huawei Developer Conference and was integrated with Huawei’s Pangu large model. In November 2024, Huawei's Global Embodied Intelligence Innovation Center officially began operations, with Leju Robotics among 16 humanoid robot body and supply chain companies signing on as participants. Notably, Leju is currently the only humanoid robot body manufacturer in Huawei’s supply chain.
According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...
"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 recognize potential multi-billion dollar losses. Aimed at preventing supercomputer use, licenses might still be granted for general AI applications. H20 China shipments could fall 20-30% in 2025, impacting the supply chain and risking downward revision for HBM demand (H20/MI308 originally ~5%). The restriction accelerates China's move to domestic AI solutions (e.g., Huawei Ascend), deepening US-China supply chain divergence.
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