ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced semiconductor assembly and test (OSAT), and foundry costs prompted the company to adjust prices for its own-brand products and negotiate cost sharing with customers.

Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled her planned visit to South Korea.

Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after years of sales far below expectations as the company pivots toward robotics and AI.

Samsung SDI is expected to provide most of the initial battery supply for Atlas, the humanoid robot developed by Hyundai Motor Group's Boston Dynamics, according to South Korean industry reports. The reported arrangement highlights the importance of battery output, runtime, and charging logistics as the robot moves toward factory use.

Unmanned vehicle systems developer 7STARLAKE announced on November 6 that it will work with South Korean robotics company Raion Robotics and National Cheng Kung University (NCKU) to develop a physical AI and autonomous quadruped robot platform in Taiwan. The project will integrate multisensor data fusion, robot dynamics and terrain-contact simulations through virtual-physical closed-loop validation to strengthen local autonomy for unmanned vehicles.

Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology Chairman Chia-Wang Li said political changes will not derail the AI growth trend. Regulatory measures under Democratic control could slightly delay some AI infrastructure projects, he said, but AI infrastructure remains an irreversible economic trend.

Agility Robotics listed on Nasdaq on November 5, becoming the first publicly traded US humanoid robot maker and a key benchmark for assessing the sector’s commercial value. The company raised approximately US$465 million through the listing, but continues to face significant losses during its early commercialization phase.

Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving sustained exports. The growth is benefiting not only equipment makers but also upstream suppliers of key components, including transmission-component manufacturers, demand for which has risen despite a prolonged downturn in the machine-tool market.

Toyota Motor has established Toyota Robotics, a dedicated robotics division, joining major global rivals in developing robotics technologies and using data from its manufacturing sites to accelerate commercial deployment.

Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the platform span everything from very small controllers to real-time vehicle computers and robotic motion controllers, so RC1 can serve automotive, robotics, and industrial customers at the same time.

Samsung SDS has begun construction of a 60MW AI data center in Gumi, South Korea, to support industrial robots and other AI applications. The project marks the first concrete step under Samsung Group's KRW60 trillion (approx. US$44.7 billion) investment plan for the country's southeastern Yeongnam region.

Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments (TI) said. The company is expanding capacity for the next wave of demand rather than the current boom, according to William Feng, TI's Taiwan and South Asia sales and applications general manager.

Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported robust orders across North America, China, Europe and Taiwan, although demand in parts of Southeast Asia and other emerging markets remains subdued. It is also monitoring potential US policy changes following the midterm elections.

Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy rooted in automotive electronics into additional markets.

Although robots received less coverage at Foxconn's 2026 Hon Hai Tech Day (HHTD 26) than in 2025, the company demonstrated the confidence of a global manufacturing leader by looking beyond the humanoid, bipedal form factor. Instead, it highlighted industrial and medical robots, supply-chain partners, and physical intelligence technologies to show how different robotic platforms can serve specialized industries.

Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan Robotics will demonstrate robotics technologies, while SK Telecom (SKT), Naver Cloud, and Coupang will discuss the development and operation of AI data centers and infrastructure.

Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes to automate its factories.

JPP Holding's Thai operating arm, Jinpao Precision Industry, joined Praksa subdistrict authorities in Samut Prakan Province, Thailand, on October 31 to hold the finals of the Jinpao–Praksa automation and robotics innovation competition, strengthening its efforts to develop AI and smart-manufacturing talent locally. Chairman Chung Kuo-sung said corporate philanthropy should involve long-term engagement with local communities rather than one-time donations.

Foxconn is expanding its AI capabilities into clinical workflows, medical robotics and healthcare manufacturing, working with hospitals, equipment makers and technology partners to build an integrated smart healthcare ecosystem. Its strategy follows an ecosystem-to-clinical deployment framework spanning products, edge-cloud computing and software-hardware integration, reflecting Nvidia's five-layer AI architecture.

Meta is accelerating its humanoid robotics ambitions through a partnership with Chinese robotics company Fourier, having developed an initial prototype and begun work on a second version as it explores the potential of AI-powered household assistants.

Nvidia's robotics partnerships in South Korea are moving beyond initial agreements, with LG Electronics beginning partial operations at its robot-training Data Factory and LG Innotek expanding cooperation on sensing technologies. Hyundai Motor Group, another Nvidia partner, has also outlined new steps toward building AI infrastructure for robotics and autonomous driving.

Hon Hai Tech Day 2026 (HHTD 26) continued to focus on next-generation AI infrastructure. Although the event featured slightly fewer robots than in 2025, it still maintained a dedicated robotics exhibition area where Foxconn and its partners showcased the latest developments in smart manufacturing technology. Participants included KUKA, ABB, and Yaskawa, which are among the four major robotics families, as well as Japanese passive-component manufacturer TDK. Taiwan-based companies including Hiwin, TM Robot, and TECO also joined the exhibition.

The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate the 2026 AI robotics computing IC market with a 69% share, far outpacing Intel (11%), Qualcomm (5%), and AMD (2%). Beyond raw computing power, Nvidia's comprehensive software ecosystem is the critical factor leaving competitors in its wake.

Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade Representative to initiate immediate trade negotiations regarding foreign imports of industrial machinery, robotics, and their components.

Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter of 2026, citing AI data-center construction and robotics as key growth drivers. TI's industrial revenue reached its highest level in four years, while NXP's industrial and IoT business grew 39% year-over-year.