# Omdia
Latest news and articles about Omdia
Total: 3 articles found
Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength
Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.
China’s Humanoid-Robot Race Enters a Reality Check as Shipment Figures Spark Debate
A public clash over 2025 shipment figures between Chinese humanoid-robot maker Yush Technology and independent research firms highlights a sector moving from prototype to production. Discrepancies stem from differing definitions and data sources, but both industry reports and company statements point to rapid volume growth and a critical 2026 inflection point focused on real-world deployment, paying customers and robot ‘brains’.
China’s Yushu Says It Shipped Over 5,500 Humanoids in 2025—A Faster Commercial Roll‑out Than Analysts Expected
Yushu Technology announced it shipped over 5,500 humanoid robots in 2025 and produced more than 6,500 humanoid bodies, figures that exceed Omdia’s forecast by about 31%. The company is scaling manufacturing, expanding retail channels with JD.com, and preparing for a domestic IPO after reporting profitable 2024 revenue above RMB 1 billion.