Advertisement Subscribe An EngineAI humanoid robot in Shenzhen, China. Source: EngineAI Technology | The Big Take China's Startups Race to Dominate the Coming AI Robot Boom 中中国国初创初创企企业业竞竞相相主主导导即即 将将到到来来的的 AI AI 机机器器⼈⼈繁繁荣荣 Elon Musk worries the country will eventually lead in the field of humanoids By Bloomberg News 2025年5⽉30⽇ at GMT+8 23:00 Share this article 分享这篇⽂章 Gift this article 赠送这 篇⽂章 A few weeks ago, a Chinese startup called EngineAI gave an unusual demonstration of how today's robots learn. A femal ...

Core Viewpoint - TSMC is projected to achieve "record profit" in 2025, with CEO C.C. Wei expressing confidence in the company's growth despite potential tariff impacts [1][3]. Group 1: Company Growth and Market Demand - TSMC anticipates continued sales growth in the mid-20% range, driven by high demand for artificial intelligence applications and emerging markets such as humanoid robots [4]. - The company believes that even if U.S. demand for semiconductors decreases due to tariffs, alternative buyers will sustain overall demand [3]. Group 2: Financial Performance and Stock Valuation - TSMC reported a profit of $39.4 billion over the past year, but its free cash flow (FCF) was only $27.3 billion, indicating a cash profit of approximately $0.69 for each $1 in claimed profit [5][6]. - The company's price-to-earnings (P/E) ratio is 24, which appears attractive compared to its growth rate, but the price-to-free-cash-flow ratio exceeds 31, suggesting that TSMC stock may still be considered expensive [5][6].

Deutsche Bank Research Asia Japan North America Industrials Manufacturing Industrv Webinar Expert call: Rise of Humanoid Robots (II): China (in English) on 10 June As part of our DB Rise of Humanoid Robots series, we are hosting a call with a humanoid robot expert in China to discuss the outlook and the key challenqes as well as the supply chain of humanoid robots. Please register for the call in advance. Date and time: 9pm HK time / 3pm CET / 9am ET, Tuesday 10 June Speaker bio: The expert is currently wor ...

Tesla’s sales in Europe plunged in April as the electric car maker faced backlash over Elon Musk’s political work and rising competition from China-based rival BYD.Tesla sold just 7,261 cars in the region last month – down from 14,228 units sold in the same month one year ago, according to data from the European Automobile Manufacturers Association.The April sales figures marked the fourth straight month of declines for Tesla in Europe. Sales have fallen by nearly 39% since the start of the year. 3 Elon M ...

Tesla (NASDAQ: TSLA) stock could decline over 40%, according to the outlook by banking giant UBS, which reaffirmed its bearish stance on the electric vehicle (EV) manufacturer. In an investor note on May 27, UBS analyst Joseph Spak reiterated his 'Sell' rating on Tesla, maintaining a price target of $190 per share, a 43% drop from the last market closing value of $339. Finbold Meanwhile, Tesla's image has taken a hit in Europe, with UBS attributing the damage partly to CEO Elon Musk's political statements a ...

May 20, 2025 10:00 PM GMT China Autos & Shared Mobility: Investor Presentation | Asia Pacific Japan Summit – AI-Enabled Mobility & Humanoid Robotics | M | | | | --- | --- | --- | | | | Update | | May 20, 2025 10:00 PM GMT | | | | China Autos & Shared Mobility: Investor | Morgan Stanley Asia Limited+ | | | Presentation Asia Pacific | Tim Hsiao | | | | Equity Analyst | | | | Tim.Hsiao@morganstanley.com | +852 2848-1982 | | Japan Summit – AI-Enabled | Stanley Wang Research Associate | | | | Stanley.Wang@morgan ...

Ningbo Joyson Electronic Corp | Asia Pacific May 9, 2025 03:15 PM GMT China BEST Conference 2025 Feedback A-DCU project wins: Joyson recently secured an A-DCU (autonomous domain control unit) order based on Black Sesame's C1296 AD chip, and Joyson would become the exclusive DCU supplier for Dongfeng's multiple models to be launched within 2025. Humanoid potential: Joyson can supply up to Rmb50k value content per humanoid, including sensors, battery management system and support frame. While its humanoid bus ...

Humanoids | Asia Pacific 2025 China BEST Conference Takeaways Key Takeaways What pain points can humanoids solve? They could provide lower deployment cost for a lot of "long-tail" corner cases, for which it is not economic viable to deploy industrial robots. Humanoids could provide emotional value as well, expected to be realized in a decade. In what scenarios will humanoids be adopted first? With box picking is unlikely to be replaced by robotic arms, humanoids can help manufacturers to further reduce cost ...

财联社早知道 【财联社早知道】英伟达开源多个代码推理大模型,机构称 Al大模型加速高速光模块的发展,这家公司已成功推出 800G/1.6T光模块产品;松延动力发布新一代女性仿生机器 2025.05.11 16:39 星期日 点评:近年来,由于Al大模型的训练和推理应用需要海量并行数据计算,对网络带宽提出更大的需求,这些因素加速推进了高速 光模块的发展和应用。国盛证券发布研报称，光模块行业进入技术选代与需求重构期。800G仍是主流产品，1.6T届产周期长于 预期, CPO短期难替代可插拔方案, 无源器件市场正迎价值重估。产业链升级节奏回归2-3年迭代规律, 二级市场需理性看待技 术演进与业绩兑现。同时,无源器件细分领域高弹性机会值得关注。 公司方面, 仕佳光子的CWDMAWG和LANWDMAWG组件已广泛应用于全球主流光模块企业,在100G至800G高速光模块的器 件供应中占据主要地位,400G,800G和1.6TMT-FA产品部分得到批量应用,部分处于客户验证和推广阶段。新易盛已成功推出 业界最新的基于单波200G光器件的800G/1.6T光摸块产品,高速光模块产品组合涵盖VCSEL/EML、硅光、薄膜磷酸锂 ...

Vishay Precision Group (VPG) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Steve Cantor - Senior Director - Investor Relations & Marketing CommunicationsZiv Shoshani - CEO, President & DirectorWilliam M. Clancy - EVP and CFO Conference Call Participants John Franzreb - Senior Equity AnalystGriffin Boss - Equity Research Analyst Operator Hello, everyone, and welcome to the PPG's twenty twenty five First Quarter Earnings Conference Call. My name is Ezra, and I will be your coordinator to ...