Tech and robotics sectors see shifts in Asian markets

The technology and robotics sectors in Asia are experiencing significant shifts. In the robotics industry, the rise of embodied intelligence has created a lucrative niche for data collection companies. While humanoid robot manufacturers like Unitree Robotics face stock volatility, data collection service providers are seeing high demand and profit margins of approximately 30% by gathering physical interaction data required for AI training.

In the Hong Kong market, Ubitech Robotics saw its shares surge nearly 176% following its debut. Meanwhile, broader market trends show the Hang Seng Index facing pressure, dropping below the 25,000 mark amid concerns over Apple's AI features not supporting Chinese and geopolitical tensions in the Middle East affecting oil prices.

In Taiwan, cooling solutions provider AVC is expanding capacity to meet rising demand for AI server liquid cooling. Analysts have raised price targets for the company, citing growth driven by NVIDIA's platforms and increasing liquid cooling penetration in ASIC projects through 2027.