The report warns that China is the only country positioned to reap the economic awards of intelligent robotics systems, including humanoid robots, which "poses an existential threat to the US as it is outcompeted in all capacities."
"To catch up, U.S. players must rapidly mobilize a strong manufacturing and industrial base, whether domestically or through allied nations ... For Tesla and similar firms, it may be wise to begin reshoring or 'friendshoring' their component sourcing and manufacturing to reduce reliance on China," said SemiAnalysis' Knuhtsen.