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AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penetrate the cloud market continuously, with focuses placed on cold plates and dividers. Supply chain players are cultivating their partnerships with major US CSPs to stabilize shipment and upgrades. Growth momentum would mostly stem from expanded deployments among CSPs and high-power servers.
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
NVIDIA has released its latest SoC, Jetson Thor, which provides efficient computing power to enable advanced humanoid robots to think more like humans in practical applications. IFR also provides insights into the various stages of application of humanoid robots.
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
WRC 2025 showcased various new humanoid robots. The organizers also released industry development trends and application scenarios to shape the short-, medium- and long-term technical and practical axes of humanoid robots.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth amid stable capacity and cautious demand.
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a significant portion of the overall server market.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Recently, multimillion RMB procurement projects for humanoid robots have emerged in China. Among the winning companies, UBTECH has continued to achieve technological breakthroughs in the domestic humanoid robotics industry, focusing on innovations such as autonomous battery swapping and collective intelligence. The company is actively collaborating with automotive manufacturers to promote smart factory applications, demonstrating significant potential for large-scale commercial deployment.
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