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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.
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
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