美联储洛根：即使油价维持高位，天然气运输能力等限制因素也可能阻碍生产商提高产量。

台积电(TSM.N)：亚利桑那州将有许多工厂，可能再建四座。

Dexterous robotic hands now represent roughly 10–15% of a humanoid robot’s total cost. Unit prices have fallen from about CNY100,000 to below CNY10,000, and manufacturers are expanding production lines to absorb rising consumer orders. Analysts project the global humanoid robot market will exceed CNY20 billion by 2026. The consumer robot upswing is accelerating a supply‑chain buildout for biomimetic skin, tactile sensors and flexible materials. A Zhejiang materials firm reports its third‑generation electronic skin provides multimodal sensing and real‑time feedback, has shipped over 20,000 tactile sensor kits and has completed a new mass‑production line.