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Tightening of LPDDR4X Supply Drives Up Prices; Smartphone Brands to Accelerate Adoption of LPDDR5X, Says TrendForce

17 July 2025

TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.

H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce

16 July 2025

TrendForce reports that the U.S. government is likely to lift restrictions on NVIDIA’s H20 GPU exports to China. This policy reversal is expected to boost demand recovery from local AI and CSPs, with the H20 poised to once again become the primary high-end AI chip in the market. The renewed availability of H20 is also anticipated to drive up demand for HBM.

Robotaxi Expansion Accelerates: Tesla Emerges as Key Driver in U.S. Market, While Chinese Players Rapidly Cut Costs, Says TrendForce

15 July 2025

Tesla is currently testing its Robotaxis in Texas and is planning to extend services to the San Francisco Bay Area, drawing significant industry attention. TrendForce reports the U.S. Robotaxi market will be dominated by Tesla and Waymo, with the market size expected to reach US$36.5 billion by 2035. Meanwhile, China’s Robotaxi sector is also booming, with a well-established supply chain driving a rapid decline in hardware costs.

3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce

9 July 2025

TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.

Tesla Reportedly Halts Optimus Production; Technical Bottlenecks Signal a Turning Point for the Humanoid Robot Industry, Says TrendForce

8 July 2025

Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.


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