- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
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.
Humanoid robot manufacturers in the US and China are developing pre-trained datasets and new training architectures to enable humanoid robots to adapt to a wider range of applications.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
A "capital + data + materials/components" framework signifies China's effort to comprehensively strengthen its humanoid robot industry's dominance across funding, technology, and the supply chain. This overall approach is expected to accelerate the transition of the Chinese humanoid robot industry from achieving isolated breakthroughs to sustaining systematic development.
Research Directory
Semiconductor Research Display Research Optoelectronics Research Green Energy Research ICT Applications ResearchResearch Areas:
Industry News
