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1X NEO remains at the stage of product experimentation. Its joint flexibility, endurance, and self-decision-making capabilities are not yet sufficient to support fully autonomous household tasks. However, its value lies not in immediate functional completeness, but in a data-first strategy.
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
Figure AI has made significant advancements in both the structural and system integration aspects of its latest product, the Figure 03. Compared to previous versions, the new model features simplified components and manufacturing processes, which shorten the production cycle and improve cost efficiency. The technological features of Figure 03 also point to its readiness for commercial deployment.
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
The global robot industry is currently marching towards a new phase of diversified applications and smart upgrades. Installations of industrial robots had doubled over the past decade, where market focuses have been gradually shifting to general production, logistics, health care, and service sectors.
This quarterly report continues to track and analyze the latest developments of key humanoid robot companies, providing an in-depth analysis of the core components and supply chains that influence product performance. Finally, it forecasts the overall industry's growth opportunities and potential challenges for the next quarter.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro focus on AI servers and new cabinet offerings, eyeing Middle East opportunities and regional capacity, while shipment timing is influenced by regional plant starts.
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
This report reviews the humanoid robot industry through the second half of 2025, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Regarding key components and technologies, it specifically examines the trends and challenges in MOSFET and vision sensor hardware and software, and provides an in-depth analysis of the strategic developments of several international developers. Finally, the report estimates the cost share of each component and provides an industry outlook for 2026, serving as a valuable reference for investment and deployment.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.
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