Omdia
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Conference · posted
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Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs. Damo Academy chief scientist Meng Jianyi announced the number at the RISC-V Summit China in Shenzhen. That is up from about 4 billion back in 2024.… |
LG Electronics will supply chillers for 5GW of AI data centers in the US and Canada under a long-term deal with Air Control Concepts; value and schedule undisclosed. Omdia sees AIDC power demand going from 226GW in 2026 to 334GW in 2027.… |
Actuation is humanoid robotics’ largest hardware cost block. Volume production will turn that into a major precision manufacturing opportunity. Omdia put global humanoid shipments at roughly 13,000 units in 2025. The industry is still… |
Omdia: Memory > DRAM industry revenue is forecast to reach $372 billion in 2026, representing a staggering 147% year over year growth, while NAND revenue is projected to hit a record $300 billion, up 311% year over year. > Memory accounts… |