China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion
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
Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile memory (eNVM) into production, positioning itself more firmly in automotive and industrial chip supply chains
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
