Following the recent short-term disruption caused by Tesla’s temporary halt in humanoid robot production, Nvidia CEO Jensen Huang recently highlighted at the China International Supply Chain Expo that the next wave of AI innovation will be driven by robotics. Similarly, TSMC chairman C.C. Wei expressed optimism during a recent earnings call, stating that once humanoid robots mature, they could become the next major technological revolution following electric vehicles (EVs). The endorsements from these two industry leaders have significantly boosted market confidence.