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In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development of liquid cooling technologies. Industry players such as Foxconn, Quanta, Wistron, and MGCooling are actively deploying rack-level and data center system liquid cooling solutions as well as overseas production capacities. Despite lingering geopolitical variables, overall market momentum remains robust.
At CES 2026, robotics emerged as the exhibition’s sixth-largest product category. Over 600 companies invested in related software and hardware across household, cleaning, logistics, and industrial sectors. Boston Dynamics’ Atlas formally entering mass production exemplifies the industry’s direction. Its design minimizes anthropomorphic features in exchange for greater stability, efficiency, and field readiness, while its initial deployment in factories highlights that industrial application remains the priority for commercialization.
As we enter 2026, our quarterly reports will continue to track and analyze the latest developments of core companies in the humanoid robot industry, and will also provide in-depth analysis of key components affecting product performance, as well as the corresponding supply chains, in conjunction with current events. Finally, we will forecast the overall industry trend for the year and the growth opportunities and potential challenges for the next quarter.
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh cycles aid growth, supply chain lead times remain a potential bottleneck.
Chinese humanoid robot startup Galbot announced an investment of US$300 million to bolster the mass production and commercial deployment of AI-empowered mobile arms. Another Chinese company, LimX Dynamics, introduced its new product, TRON 2, which breaks product classification boundaries with its capabilities in modularity and form transformation. Before humanoid robots are widely adopted, companies are using "mobile robotic arms" as a transitional solution before the large-scale application of humanoid robots.
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.
Looking to 2026, sustained AI infrastructure build-outs will drive server demand. High CAPEX from North American CSPs supports NVIDIA's new platforms and ASICs. While Tier-2 risks exist, robust major CSP demand boosts ODM AI revenues and cements the critical role of liquid cooling solutions.
The world's largest robotics event, the International Robot Exhibition (iREX), took place in Japan in early December 2025. This year's theme, "Sustainable Societies Through Robotics," aimed to explore how robotic technology can address global challenges such as labor shortages, aging populations, and climate change.
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasing capex and deploying next-gen GPU platforms to meet soaring AI computing demands.
Memory price surge continues into 1Q26, pushing BOM cost to a critical point. Brands freeze price cuts and downsize specifications, facing severe sales challenges.
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