As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's next phase. Experts say future robotics development will hinge on the integration of hardware, computing power, and ecosystems. Taiwanese firms, with established strengths in AI hardware, are expected to serve as key partners to the US, while their role in the humanoid robotics supply chain could begin to take shape within five years.

Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased, as Samsung Electronics and SK Hynix secured long-term contracts ensuring stable access to the critical gas.

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the global memory industry prices, allocates, and plans capacity in the AI era.

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing new alliances between China's technology and industrial giants.

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race.

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion.