ASE Holdings, the world’s second-largest IC packaging and testing company after Amkor Technology, struck a cautious note in its second-quarter earnings call despite booming AI-driven demand. While Amkor beat market forecasts amid seasonal strength, ASE offered a more restrained view on revenue growth and forward guidance.

The global surge in artificial intelligence has thrust two of its most compelling frontiers—autonomous vehicles and humanoid robots—into the spotlight. Often described as the AI Duo, these technologies are increasingly discussed in tandem. One navigates seamlessly through chaotic city traffic; the other moves with purpose through homes, factories, and hospitals. At the heart of both lies a shared intelligence: a rapidly evolving AI ecosystem powering their decision-making and real-time responses. Together, they represent some of the most sophisticated applications of AI in the real world.

Facing dual pressures from international instability and slowing growth in its main markets, South Korea’s collaborative robot giant Doosan Robotics is actively undergoing a strategic transformation. Despite widening losses, the company has aggressively acquired US robotics solutions provider Onexia to drive growth through global expansion and technological upgrades.