By 2025, the revenue of the world’s top ten IC design companies will grow by 44%, with NVIDIA accounting for 57%. TrendForce
TurboQuant technology can significantly reduce memory usage, but it may boost semiconductor demand in the long run.
Gartner predicts that by 2027, half of all businesses worldwide will adopt Chinese LLM and multimodal models.
Google’s TPU will enter a new generation in 2027, and Taiwanese ODM manufacturers are preparing for new business opportunities.
Broadcom Director Natarajan Ramachandran pointed out that the three major bottlenecks in the current AI-related supply chain are: optical module capacity, wafers (referring to TSMC’s advanced processes), and PCBs, and the capacity gap may continue until 2027.
It is estimated that by 2025, China’s new energy industry investment will reach approximately US$406.82 billion, of which the battery industry will account for 26.4%. CINNO Research
DeepSeek’s new model will use Huawei chips, abandoning NVIDIA chips, and reshaping the global competitive landscape.
The US Congress introduced a bill aimed at working with allies to strengthen export controls on Chinese chip equipment.
The US Federal Communications Commission plans to expand import controls on Chinese electronic equipment.
