China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across the supply chain.

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles of incorporation, and a private placement to issue new common shares. The firm reported 2025 consolidated revenue of NT$8.104 billion (US$257.7 million), down 2.8% from the prior year, with pre-tax profit of NT$864 million and earnings per share of NT$5.52.

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products increasingly shaped by Chinese brands.

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical solutions in healthcare, mobility, and manufacturing through partnerships with leading global technology firms.

The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability. According to the US Energy Storage Market Outlook (ESMO) second quarter 2026 report published by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, developers deployed 9.7 gigawatt-hours (GWh) of new storage capacity in the first quarter of 2026. This represents a 32% increase year-over-year, reflecting the sector's resilience within the domestic clean energy supply chain despite a strained political environment.

India's electronics manufacturing industry, which has emerged as the world's second-largest mobile phone production hub after China, is facing growing pressure as slowing smartphone demand and rising component costs erode profitability, prompting manufacturers to expand into higher-margin sectors such as defense, industrial electronics, and medical devices.

MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance to pursue chip-scale optics for scale-up networking within racks. Microsoft, among other major players, is testing the approach for AI data-center links.

Topco Energy Service, a Topco Group unit, and Bloom Energy installed a 2.6MW solid oxide fuel cell on-site power system at a Taiwan IC design firm's Miaoli data center, creating what they called the nation's first data center using a distributed low-carbon generation model. The project began with a 1.3MW phase that entered service in January 2026 and reached full 2.6MW capacity in June, with the developers saying the installation can generate about 21.6 million kilowatt-hours annually.

Univacco, which held its shareholders' meeting last week, said that 2025 was a challenging year for the global economy and its industry, with exchange-rate swings, geopolitical risks, rising net-zero and sustainability compliance requirements, and shifting international trade policies all weighing on operations.