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Humanoid Robots: The US-China Divide and Who Controls the Supply Chain — Latest Analysis on TrendForce's Substack

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With TrendForce's exclusive supply chain indexTAIPEI, Taiwan, July 20, 2026 (GLOBE NEWSWIRE) -- The global humanoid robot industry is moving from technology validation to commercial trials, and the competitive focus is shifting to who can build a sustainable business model and who controls key components. US-China Divergence: Intelligence vs. Scale US: Deepening the AI Ecosystem, Shifting Value from Hardware Specs to Intelligence The AI ecosystem remains the US's greatest advantage in humanoid r

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Humanoid Robots: The US-China Divide and Who Controls the Supply Chain — Latest Analysis on TrendForce's Substack | Steek AI Signal | Steek