Research Reports


Artificial Intelligence Research Reports


AI Server Industry Analysis-1Q25

2025/04/01

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...

Humanoid Robot In-Depth Research Report_1H25

2025/03/31

Artificial Intelligence , Robot

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The In-Depth Research Report on Humanoid Robots for the First Half of 2025 begins with a review of the robotics industry, summarizing manufacturers’ major strategies and latest developments in technological R&D, commercial application, and more. This is followed by a thorough account of the major sections of the robotics industry’s supply chain. Furthermore, the report lists the top 50 robotics companies headquartered both inside and outside Mainland China, outlining their development priorities in different related fields.
For key components and technology, based on customer feedback and market interests, this report focuses on the development trends of chips, sensors, and other critical parts in humanoid robots. Additionally, the report includes strategic analyses of several leading international humanoid robot developers, providing insights into technological development trajectories through the actions of industry leaders.
In the final section, our research team offers industry forecasts for the second half of 2025 and projects the annual total value of the global humanoid robot market from 2025 to 2035. This projection leverages a diverse array of data sources. Here, the report also forecasts various development scenarios for the year 2040.

NVIDIA’s Release of Multiple Open-Source Technology on Humanoid Robots at GTC 2025 to Expedite Commercialization of Products and Services

2025/03/21

Artificial Intelligence , Robot

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NVIDIA’s grand annual event GTC (GPU Technology Conference) is convened from March 17th to 21st 2025, and probes into topics including (1) Science and Computing: exploration of life sciences, climate solutions, quantum computing, and energy efficiency; (2) Physical AI and Robotics: exploration in future technology through studies, robotic training, digital twin, and improvement in design coordination; (3) Customer Experiences: comprehension on optimizing client experience through agentic AI and recommendation systems; (4) Productivity and Process Automation: improvement of enterprise productivity through automated processes, decision support, inventory management, and data analytics driven by AI; and (5) Tools and Training for Developers: exploration in generative AI, performance optimization, and CUDA required by development personnel. All related topics are centered around AI technology, where multiple sessions of forums and product presentations exhibit how computing power generated by the stacking of hardware and software is able to enable power to a diversified number of industries, as well as introduce NVIDIA’s focus for the next step of AI progression.

Humanoid Robot Market Bulletin_20250320

2025/03/20

Artificial Intelligence , Robot

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In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzhou, and Shenzhen have released detailed three-year industry roadmaps, setting clear objectives for technological advancement and commercialization. Notably, embodied intelligence and intelligent robots were mentioned for the first time in the 2025 Government Work Report, presented during this year’s National Two Sessions.

According to TrendForce, these provincial and municipal policies not only define key technological breakthroughs and commercialization strategies but also accelerate real-world adoption through financial incentives and targeted application scenarios. With strong policy backing, the industry is poised for rapid growth. As technology advances and practical use cases expand, embodied intelligence is expected to play a transformative role in sectors such as intelligent manufacturing, healthcare, and household services. Furthermore, the coordinated efforts of regional policies will drive the development of a robust industrial ecosystem, strengthening China’s global competitiveness in embodied intelligence.

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

2025/03/14

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

2025/03/13

NAND Flash , Artificial Intelligence

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The booming progression of AI has prompted the demand for increasing performance of storage devices...

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

2025/03/13

Artificial Intelligence , Semiconductors

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"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) product via YMTC patent authorization. While this technology shrinks die size, increases stack layers, and boosts wafer output, it requires significant Capex for new production lines. Due to NAND Flash oversupply and reduced Capex, Samsung scales down V9 production and postpones mass production to 2026. Short-term, Hybrid Bonding won't generate substantial output or market impact, nor change this year's price forecast. The NAND Flash industry faces the challenge of balancing competitiveness and avoiding oversupply.

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

AI Server/HBM/Server , Artificial Intelligence

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As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

2025/03/11

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

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