Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads in AI models and advanced chips, while China's manufacturing ecosystem is becoming central to global humanoid robot production.
Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter revenue to NT$26.11 billion, up 1.6 times year-over-year and marking a new quarterly high.
Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter, as clients ramp up production on next-generation platforms. The company projects that momentum in its server and optical communications businesses will expand quarter by quarter, while its IC substrate segment is set to benefit from robust AI computing demand, driving sequential growth. Zhen Ding anticipates entering a new phase of accelerated expansion in 2026.
According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan.
US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to improve the speed and efficiency of artificial intelligence (AI) model training and inference. The move is expected to strengthen Uber's real-time computing capabilities across ride-hailing and delivery services, while highlighting a broader push by cloud providers to capture AI infrastructure demand through proprietary silicon.
China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.
