Debate has recently emerged regarding whether the prospects for humanoid robots are more hype than reality, with recent reports from industry insiders in China noting that US investors have visited China-based suppliers for several well-known brands, only to find production capacity expansions despite an absence of materialized orders. These reports follow news that Tesla has delayed mass production of its humanoid robots, further fueling skepticism about the sector’s near-term viability.

Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her resignation for personal reasons on July 11, 2025. Industry sources now say she has joined Nvidia as a vice president in its World Wide Field Operation (WWFO) Group, where she will also oversee Taiwan sales, a role previously held by retired Nvidia executive Eunice Chiu.

Samsung Electronics has reportedly secured 2nm chip orders from two major Chinese cryptocurrency mining firms, MicroBT and Canaan. This marks a notable, though unconfirmed, client win for Samsung’s foundry business as it attempts to gain ground on the industry’s dominant leader, TSMC.