Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial Times reported.

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies.

Automation World (AW) 2026 has concluded at COEX in Seoul, marking a turning point regarding hardware-centric automation. As the industry faces pressures from demographic shifts, supply chain volatility, and changing regulations, the event served as a global stage for the transition toward physical AI and Software-Defined Automation (SDA).

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

While the global humanoid race has largely focused on bipedal locomotion, Wonik Robotics is doubling down on a bottom-up strategy that prioritizes high-dexterity manipulation as the foundation of Physical AI. Following its showcase at Automation World (AW) 2026, the company is pivoting from a decade of research-led development towards a specialized hardware ecosystem for US big tech.

China's leading humanoid robot developers gathered at Smart Factory and Automation World 2026 (AW 2026) in South Korea, where companies including Unitree Robotics, Leju Robot, and AgiBot showcased their technologies and outlined commercialization strategies for humanoid robots.