DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pushing the industry to prioritize cost-effectiveness and efficiency, driving AI development toward lower costs and higher performance.
As the global market expands its investment in AI computing and the development of related applications, humanoid robots are expected to become the largest AI application by market size. The introduction of torque and inertia sensing technology by manufacturers is critical for humanoid robots to walk flexibly and mimic human behavior in various scenarios. These two sensor systems need to work perfectly in sync, driving robots from simple programmed actions towards more natural human behavior. Humanoid robots need to operate in complex and variable environments and possess reaction speeds similar to humans. Their sensing systems must accurately perceive and respond to their surroundings. Currently, several robot manufacturers are specializing in improving their walking performance.
1. GB300: Architectural Updates
2. Major Power Supply Upgrade for GB300
3. CPO Receiving Attention
4. Refined Thermal Architecture
5. GB Shipments and CapEx Forecast for CSPs
6. TRI’s View
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US actively expand their robotaxi services, the future of related applications looks promising. However, the cost of advanced driving assistance features still limits their widespread adoption, and the performance of current autonomous driving systems across various automotive brands still has room for improvement. An autonomous vehicle generates about 40TB of data daily, necessitating the use of cloud platforms for computation, storage, and analysis. The emergence of these solutions, in turn, is accelerating the development and popularization of autonomous driving technology. Additionally, Taiwan-based companies are expected to demonstrate a unique competitive edge in areas such as sensor manufacturing, system integration, and innovative applications.
The trends and application scenarios for humanoid robots are becoming increasingly clear, presenting significant business opportunities for the reducer industry. Harmonic Drive Systems, Nabtesco, Neugart, Sumitomo, Leaderdrive, Zhenkang, Shuanghuan, and Apex Dynamics are committed to product innovation and technological advancement. They are strengthening their products' competitive advantages in the market while accelerating their deployment of humanoid robots to meet future market demands and drive technological innovation.
Made-in-China is accelerating its transition towards automation to address labor shortages amidst rising labor costs, low birth rates, and an aging population. At the same time, there is a push for manufacturing to progress towards higher-end production actuated by new quality productive forces, thus creating a demand for industrial robots with the goal of achieving domestic production.
AI technology is demonstrating great potential in the space industry. Current practical applications include optimization of fault detection, satellite payload remote sensing, satellite network management, and space robotics through AI/ML. These applications enhance the execution efficiency and safety of space missions. Additionally, effectively integrating AI systems with existing technologies and overcoming environmental constraints are key issues that need to be addressed in the future.
1. AI Models and Technologies Used
2. The Relationship Between Computing and ICs
3. The Impact of AI on the IC Industry
4. AI Deployment by Major IC Design Companies
5. TRI’s View
