China’s top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.

AI servers are in high demand. Getac Holdings’ subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.

Under Nvidia CEO Jensen Huang’s promotion, the robotics and humanoid robot market has attracted widespread attention. The emergence of various humanoid robots in China has further affirmed the market’s potential for future growth.

Hyundai Motor has launched its second-generation hydrogen fuel cell electric vehicle (FCEV), the All-New NEXO, to a warm reception at home. Early sales suggest a spike in consumer interest, but industry analysts warn that without broader industry participation and major infrastructure improvements, the global FCEV market remains deeply constrained.