US not alone in physical AI race with China – it's up against all of Asia, and losing (xataka.com)

• Asia controls the vast majority of semiconductor manufacturing, giving it a critical edge in physical AI hardware.
• China's strategy of dominating the entire supply chain, proven in EVs, is now being applied to robotics.
• US and Europe face significant disadvantages due to weaker supply chains and manufacturing capacity.

"The race for physical AI applications – integrating AI into robots and industrial machines – is entering a new phase where supply chain robustness, not just algorithms, determines leadership. Asia produces 90% of memory chips, 75% of microprocessors, and 80% of silicon wafers. China dominates electric vehicles (62% market share) and is applying the same strategy to humanoid robots. Jixun Foo of Granite Asia notes that Asia's advantage lies in supply chain, hardware, and engineering. The US and Europe are falling behind."