China's rare earth export controls impact global automotive supply chains, accelerating de-sinicization and alternative technology R&D in the US, Europe, and Japan, but dependence remains difficult to shake off in the short term.

China's humanoid robots are founded upon the collaborative robot supply chain, with cost control and motion capabilities becoming key advantages.

Total CoWoS/CoWoS-like capacity is expected to reach 1.31 million units in 2026; TSMC's annual capacity growth will slow to 26%, while Amkor and SJ Semiconductor are emerging players.

North American education procurement orders fall short of expectations; combined notebook shipments of the top five brands increase by only 12% month-over-month in May.