每周观察 | 英伟达H20出口解禁，中国外购AI芯片比例预估；中国Robotaxi市场规模预估；LPDDR4X供给紧缩推升价格…

Group 1 - NVIDIA is expected to resume sales of H20 GPUs to the Chinese market, which will boost local AI and cloud demand, with H20 projected to become a key high-end AI chip in the market, leading to increased HBM demand [1] - TrendForce estimates that the proportion of AI chips purchased from NVIDIA and AMD in the Chinese market will rise to 49%, up from a previous estimate of 42% due to the lifting of export restrictions [1] Group 2 - The Robotaxi market in China is anticipated to grow significantly, with a projected market size of $44.5 billion by 2035, driven by a robust supply chain and decreasing hardware costs [2] - In the U.S., the Robotaxi market is expected to reach $36.5 billion by 2035, primarily led by Tesla and Waymo [2] Group 3 - The supply of LPDDR4X is tightening, leading to price increases, as major suppliers plan to significantly reduce or stop LPDDR4X production by 2025 and 2026 [5] - To mitigate supply shortages, brands are increasing their procurement of LPDDR4X, which is the main reason for the current rise in contract prices [5] - The price increase trend for LPDDR4X is expected to continue at least until early next year, until brands start adopting LPDDR5X more widely [5]