Group 1 - The next five years are critical for the global humanoid robot development, and any country that gains an advantage in this competition will reshape the ranking of technological powers and secure a significant future market [1][4] - Morgan Stanley's latest "Robot 100" report for 2025 lists only four Taiwanese companies: Hon Hai, Heda, Shyein, and TSMC, highlighting the gap between Taiwan's humanoid robot industry and China's [1][2] - Taiwanese companies face significant challenges in competing directly with Chinese counterparts due to differing cost structures, making direct competition unlikely [2] Group 2 - Analysts suggest that Taiwan should focus on its strengths in semiconductors and integrated solutions, with three development directions: focusing on semiconductor opportunities, providing integrated system components, and understanding end-user needs before developing parts [2] - Taiwan's industry should avoid direct competition with international giants and instead leverage specific advantages by providing high-quality key components rather than assembling complete humanoid robots [3] - The current Taiwanese humanoid robot supply chain faces internal completeness issues and external low-cost competition from China, but potential opportunities may arise due to the tense US-China relations [3]