Humanoid robots are generating intense hype, but supply-chain players remain wary, pointing to two uncertainties: unclear industrial use cases and lagging technical progress. With component standards still undefined, the industry is stuck in limbo — what Apex Dynamics President Kuo Chung-che described as a field where “everyone sees opportunity, but no one has certainty.”

As the world’s largest aftermarket supplier of automotive door handles and an emerging force in vehicle camera modules, Hushan Autoparts finds itself navigating a critical transformation—and facing formidable headwinds.

Recently, there has been widespread discussion about US President Donald Trump imposing “export taxes” on American AI chipmakers such as Nvidia and AMD for products exported to China. Wired magazine published an in-depth interview with AMD chair and CEO Lisa Su. However, the interview took place in late June, so questions regarding the AI chip “export tax” were not addressed. Nonetheless, Su pointed out that even if the US stops exporting AI chips, AI technology development will continue globally, and described export controls as merely noise.