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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.
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 efforts will focus on the development and production of autonomous chips and advanced packaging technologies. This report probes into the technical challenges and opportunities on restructuring the industry chain, as well as the profound global impact on the semiconductor landscape under this trend, whilst analyzing the key strategic positions in the new AI chip competition.
In mid-March 2025, Figure AI officially announced its first large-scale humanoid robot production facility, dubbed “Bot Q.” The company’s development team initiated this project after examining the manufacturing processes of the Figure 02 robot, where they identified that component count, manufacturing processes, and production techniques significantly affected assembly time. To address these challenges, the development team focused on streamlining the number of components, reducing tolerances, and enabling flexible production. The team also collaborated with external suppliers in the development of components and parts. This, in turn, led to the construction of this smart factory designed for the assembly and testing of humanoid robots.
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...
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-compliant Mexican exports but restricts China-sourced components. ODMs adopt a ""division of labor"" strategy: Mexico for system assembly, Southeast Asia for modules. While direct tariff impact on AI servers appears manageable (due to US value clause & USMCA), policy uncertainty and economic risks could lead to conservative customer procurement. Mexico's role as a core server supply chain hub is strengthened short-term, but ongoing policy monitoring is crucial.
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
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