- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
Hannover Messe 2026 elevates humanoid robots alongside industrial AI, marking the shift from showcase to industrial deployment, with task capability, supply chain readiness, ROI, and standardization shaping the next phase.
Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
AgiBot unveils interactive world model, end-to-end action model, and dev platform, advancing embodied AI from perception to deployment as humanoid hardware converges.
The commercialization of humanoid robots worldwide is progressing more and more significantly. 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.
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
The two dimensions validated respectively by Unitree and AgiBot, “profitability” on one hand, and “scaled mass production + scenario deployment” on the other, would become the two most important yardsticks for screening the next round of winners. Whether companies can secure both capabilities before the capital‑market window closes will be the central question shaping the competitive landscape in the second half of China’s humanoid‑robot industry.
This report reviews the humanoid robot industry through the first half of 2026, 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 Battery, VLA model and Tactile Sensing, and provides an in-depth analysis of the strategic developments of several international developers. Finally, the report estimates the Chinese Humanoid Robot Developers’ Total Production in 2026, 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.
NVIDIA’s integration and deployment for Cosmos, Isaac, and GR00T at GTC 2026 could potentially reduce training cost alongside breakthroughs of simulation technology, as well as realize commercialization and mass production for humanoid robots.
Research Areas:
Industry News
