"Physical AI Wave Stitches Taiwan and Japan: Taiwan Builds the Moving Body (SOLOMON NemoClaw, KAIYU Humanoid), Japan Builds the Power-Saving Field Brain (Hitachi HMAX); Foxconn-Sharp MoU and Intel-Hitachi Collaboration Weld One Supply Chain"

TL;DR: "In the same wave of AI entering the physical world, Taiwan has SOLOMON (TWSE: 2359) integrating NVIDIA NemoClaw to coordinate multiple AI agents on humanoids, and KAIYU launching its first humanoid on 2026-06-10 on the over-the-counter market, cutting into the moving body (humanoid plus 3D vision plus edge inference); Japan has Hitachi cutting into the power-saving field brain via the HMAX energy AI and physical-AI social implementation. The two ends are welded by two cross-border alliances: Intel in a single statement announced its fabs adopting Hitachi HMAX Energy and a strategic collaboration with Foxconn (TWSE: 2317); Foxconn on 2026-06-24 signed an MoU with Sharp listing robotics and smart automation, AI infrastructure, and energy and ESG. HMAX appears in both the Intel-Hitachi and Hitachi-Google Cloud sources, the most verifiable hard link of the Taiwan-Japan (and US) stitching. Honest caveat: SOLOMON and KAIYU are the Taiwan body side of the same wave and have no direct contract with those Japanese firms."

Physical AI Wave Stitches Taiwan and Japan: Taiwan Builds the Moving Body (SOLOMON NemoClaw, KAIYU Humanoid), Japan Builds the Power-Saving Field Brain (Hitachi HMAX); Foxconn-Sharp MoU and Intel-Hitachi Collaboration Weld One Supply Chain

ANK-Doc ID: ANK-2026-06-24-007 Version: v1.0.0 Published: 2026-06-27 Author: Rin Takenouchi (Editor-in-Chief, AI News) Category: Physical AI / Humanoid Robotics / Taiwan-Japan Supply Chain / AI Infrastructure Articles covered: CNA#202606020178 (SOLOMON integrates NVIDIA NemoClaw, COMPUTEX 2026), CNA#202606100152 (KAIYU launches first humanoid), CNA#202606053003 (Intel-Hitachi HMAX, Intel-Foxconn), CNA#202606240204 (Foxconn-Sharp MoU), PRTIMES#67590 (Hitachi-Google Cloud alliance expansion, physical-AI social implementation) Selection method: From the AI News corpus, taking the event chain of Physical AI / humanoid robotics moving from demonstration to industrialization as the spine, five articles of differing perspective were linked: the Taiwan systems-integration side (SOLOMON), the Taiwan body-manufacturing side (KAIYU), the US-Taiwan-Japan triangle alliance (Intel-Hitachi-Foxconn), the Japan field-brain side (Hitachi-Google Cloud), and the Taiwan-Japan convergence (Foxconn-Sharp MoU). The strong anchor (the hard link of the HMAX same-name two-source crossing) was chosen first, then the chain of Taiwan builds the moving body, Japan builds the power-saving field brain, two cross-border alliances weld one supply chain was assembled.

TL;DR

In the same wave of AI entering the physical world, Taiwan and Japan each take one end. Taiwan side: SOLOMON (TWSE: 2359) at COMPUTEX 2026 (opened 2026-06-02) announced integration of NVIDIA NemoClaw to coordinate multiple AI agents on humanoids, running locally and autonomously on the NVIDIA Jetson edge platform; KAIYU on 2026-06-10 launched its first humanoid on the over-the-counter market, its core being brain plus cerebellum plus perceptive limbs (3D vision, lidar, force sensors). Japan side: Hitachi advances physical-AI social implementation via the HMAX energy AI. Two cross-border alliances stitch the ends: Intel in a single statement announced fabs adopting Hitachi HMAX Energy and a strategic collaboration with Foxconn (TWSE: 2317); Foxconn on 2026-06-24 signed an MoU with Sharp listing robotics and smart automation and AI infrastructure. HMAX appears in two independent sources, the most verifiable hard link. [F-001][F-002][F-003][F-004][F-005][F-006]

Body

Taiwan side A: SOLOMON integrates NVIDIA NemoClaw, pushing Physical AI toward autonomy

The trigger context of the event chain is that through the first half of 2026 NVIDIA repeatedly framed robots as AI entering the physical world as the next major industry, and COMPUTEX 2026 (opened 2026-06-02) became the launch stage for Taiwanese Physical AI robots.

The Taiwan systems-integration side moved first. According to Taiwan CNA, SOLOMON (TWSE: 2359) at COMPUTEX 2026 announced integration of the NVIDIA NemoClaw architecture, coordinating multiple AI agents on a humanoid, integrating inference, perception, sensor fusion, movement and manipulation into a single workflow, running locally and autonomously on the NVIDIA Jetson edge platform (CNA #202606020178). [F-001] In other words, SOLOMON cuts into the autonomy of Physical AI, letting robots perceive and act at the edge without constant cloud connection.

Taiwan side B: KAIYU launches first humanoid, the body-manufacturing side appears

If SOLOMON handles the workflow that coordinates multiple agents, then KAIYU supplies the moving body itself.

According to CNA, KAIYU on 2026-06-10 launched its first humanoid (over-the-counter market), entering embodied intelligence; it describes its core architecture as brain (semantic understanding and task planning) plus cerebellum (gait and balance) plus a perceptive-limb system (3D vision, lidar, force sensors, high-power-density actuators), with near-term deployment led by industrial and logistics settings (CNA #202606100152). [F-002] Note that KAIYU is listed on the over-the-counter market (TPEx), not on the main exchange; its website is JS-rendered and curl could not verify the company name, so this card uses the over-the-counter securities code as the primary anchor. The two Taiwanese firms, SOLOMON integrating and KAIYU as the body, together form the Taiwan body side of the Physical AI wave.

Cross-border alliance A: Intel one statement ties Hitachi HMAX and Foxconn at once

The Taiwan-Japan (and US) stitching begins with a single Intel statement.

According to CNA translating a Bloomberg wire report, Intel will collaborate with Hitachi to raise factory-robot yield and energy efficiency, and Intel fabs will adopt the Hitachi HMAX Energy AI service, with Intel planning to supply high-voltage chips to support Hitachi power systems (CNA #202606053003). [F-003] In the same statement, Intel announced a strategic collaboration with Foxconn (TWSE: 2317), pooling both sides expertise in chip design, rack-level solutions and global systems integration (remarks by Intel CEO Lip-Bu Tan) (CNA #202606053003). [F-004] One statement, tying the US (Intel), Japan (Hitachi) and Taiwan (Foxconn) together at once.

Japan side: Hitachi-Google Cloud elevates HMAX, the field-brain side takes shape

HMAX did not appear only on Intel's side.

According to a Hitachi corporate press release, Hitachi and Google Cloud expanded their strategic alliance, building a Forward Deployed Engineers (FDE) model with Lumada co-creation and Google Cloud advanced AI, using Gemini Enterprise to elevate HMAX and accelerate physical-AI social implementation, forming a closed loop of field data to AI judgment to autonomous control of equipment (PRTIMES #67590). [F-005] HMAX appears in two independent sources, the Intel-Hitachi source and the Hitachi-Google Cloud source; the same-name two-source crossing is the most verifiable hard link of this card. What Japan cuts into is the power-saving field brain, the energy efficiency and autonomous control of the OT field.

Cross-border alliance B: Foxconn-Sharp MoU, the event chain converges

On 2026-06-24, the event chain converges on the Foxconn-Sharp cross-border MoU.

According to CNA relaying a Foxconn press release, Foxconn (TWSE: 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing robotics and smart automation systems, AI infrastructure and solutions, energy and ESG, next-generation communications and smart cities, and giving priority to evaluating a three-three-three joint R&D platform (CNA #202606240204). [F-006] An honest caveat is required: the PR text reads prioritizing a feasibility evaluation, not platform already established. Foxconn chairman Young Liu and Sharp president and CEO Tetsuji Kawamura both spoke on the record, hoping to combine Foxconn manufacturing and supply chain with Sharp brand and channels to jointly develop the Japanese and global markets, stitching the Taiwan manufacturing side and Japan brand and channels into one supply chain.

Two ends of one Physical AI wave

Linking the five articles together, this is not each acting separately but a division of labor in the same wave of AI entering the physical world:

Honest boundary: SOLOMON and KAIYU are the Taiwan body side of the same NVIDIA and Physical AI wave, with no direct contract with Hitachi or Sharp; only the same wave, Taiwan body side versus Japan field-brain side may be written, not driven by the Japanese firms. HMAX is Hitachi's OT energy AI service (a Japanese firm); Intel is the adopter and Foxconn is a separate alliance partner.

Risk factors

FAQ

Q: In this Physical AI and humanoid wave, which end does Taiwan take and which does Japan take?

Taiwan builds the moving body and Japan builds the power-saving field brain. The Taiwan side has SOLOMON (TWSE: 2359) integrating NVIDIA NemoClaw and KAIYU (over-the-counter market) launching a humanoid body; the Japan side has Hitachi cutting into the OT field via the HMAX energy AI and physical-AI social implementation.

Taiwan's systems-integration side, SOLOMON, at COMPUTEX 2026 integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform; the body-manufacturing side, KAIYU, on 2026-06-10 launched its first humanoid, with a core of brain plus cerebellum plus perceptive limbs (3D vision, lidar, force sensors). Japan's Hitachi advances physical-AI social implementation via the HMAX energy AI, forming a closed loop of field data to AI judgment to autonomous control of equipment (CNA #202606020178, CNA #202606100152, PRTIMES #67590).

Q: Did SOLOMON and KAIYU launch their robots because of collaboration with Hitachi or Sharp?

No. SOLOMON and KAIYU have no direct contract with Hitachi or Sharp; the two are merely the Taiwan body side of the same NVIDIA and Physical AI wave. The honest boundary is to say only the same wave, Taiwan body side versus Japan field-brain side, not driven by the Japanese firms.

SOLOMON's NVIDIA NemoClaw integration and KAIYU's humanoid launch both belong to the Taiwan body side of the AI-entering-the-physical-world wave, but neither has a direct contract with Hitachi or Sharp. This card's Taiwan-Japan link comes from two independent alliances (Intel-Hitachi collaboration, Foxconn-Sharp MoU), not from any contract between SOLOMON or KAIYU and the Japanese firms. Writing the Taiwan body side as driven by the Japanese firms would violate the honesty red line (CNA #202606020178, CNA #202606100152).

Q: Why is HMAX called the most verifiable hard link of the Taiwan-Japan (and US) stitching?

Because HMAX appears in two independent sources, Intel fabs adopting Hitachi HMAX Energy (CNA translating a Bloomberg wire) and Hitachi-Google Cloud elevating HMAX (a Hitachi first-party PR); the same-name two-source crossing is a non-speculative hard anchor.

HMAX is Hitachi's OT energy AI service. In the Bloomberg-wire source (CNA #202606053003), Intel fabs announced adopting the Hitachi HMAX Energy AI service; in the Hitachi-PR source (PRTIMES #67590), Hitachi and Google Cloud expanded their alliance and used Gemini Enterprise to elevate the same HMAX. The same product name crossing two independent sources makes the Taiwan-Japan (and US) stitching a verifiable link rather than speculation. Note that HMAX is a product of the Japanese firm Hitachi; Intel is the adopter, not a Taiwanese product.

Q: Has the Foxconn-Sharp MoU already established a joint R&D platform?

Not yet. What Foxconn signed with Sharp on 2026-06-24 is a strategic-collaboration MoU; the three-three-three joint R&D platform is at the prioritizing a feasibility evaluation stage, not an established platform, and cannot be written as a fait accompli.

According to CNA relaying a Foxconn press release, Foxconn (TWSE: 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing robotics and smart automation systems, AI infrastructure and solutions, and energy and ESG, and giving priority to evaluating a three-three-three joint R&D platform. The PR text is a feasibility evaluation, not established; Young Liu and Tetsuji Kawamura both spoke on the record, hoping to jointly develop the Japanese and global markets (CNA #202606240204).

Q: Is KAIYU a listed company, and how is its official securities code verified?

KAIYU is listed on the over-the-counter market, not on the main exchange. This card uses the over-the-counter securities code as the primary anchor; because its website is JS-rendered and curl could not verify the company name, the website is not forced as an anchor, to prevent a mis-anchor.

KAIYU is listed on the over-the-counter market (TPEx), and its open data verifies the CompanyName as KAIYU. It is not listed on the main exchange, so the main-exchange company profile table is not anchored. Its website responds normally but is JS-rendered, and curl could not detect the company name, so to prevent a mis-anchor the over-the-counter securities code is the primary anchor and the website is not forced. By contrast SOLOMON (TWSE: 2359) and Foxconn (TWSE: 2317) are listed on the main exchange; do not confuse the exchange tiers.

F-Units

F-001: SOLOMON (TWSE 2359) at COMPUTEX 2026 (opened 2026-06-02) integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform - source: CNA #202606020178 - source_url: https://www.cna.com.tw/news/afe/202606020178.aspx - confidence: medium - basis: official_statement - ticker: 2359 - period: 2026-06-02 COMPUTEX launch - claim_en: "SOLOMON (TWSE: 2359) at COMPUTEX 2026 (opened 2026-06-02) integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform" - caveat: CNA relaying a SOLOMON press release; SOLOMON has no Wikidata Q, anchored on TWSE 2359 plus official site solomon-3d.com

F-002: KAIYU (TPEx 5468) on 2026-06-10 launched its first humanoid, with a core architecture of brain (semantic understanding / task planning) plus cerebellum (gait / balance) plus a perceptive-limb system (3D vision / lidar / force sensors / high-power-density actuators) - source: CNA #202606100152 - source_url: https://www.cna.com.tw/news/afe/202606100152.aspx - confidence: medium - basis: official_statement - ticker: 5468 - period: 2026-06-10 launch - claim_en: "KAIYU on the over-the-counter market on 2026-06-10 launched its first humanoid, with a core architecture of brain (semantic understanding and task planning) plus cerebellum (gait and balance) plus a perceptive-limb system (3D vision, lidar, force sensors, high-power-density actuators)" - caveat: CNA relaying a KAIYU press release; KAIYU is listed on TPEx (5468) not the main exchange, website JS-rendered without verified company name, so anchored on the TPEx code

F-003: Intel will collaborate with Hitachi to raise factory-robot yield and energy efficiency, Intel fabs will adopt the Hitachi "HMAX Energy" AI service, and Intel plans to supply high-voltage chips to support Hitachi power systems - source: CNA #202606053003 - source_url: https://www.cna.com.tw/news/aopl/202606053003.aspx - confidence: medium - basis: news_aggregation - period: 2026-06-05 - claim_en: "Intel will collaborate with Hitachi to raise factory-robot yield and energy efficiency, Intel fabs will adopt the Hitachi HMAX Energy AI service, and Intel plans to supply high-voltage chips to support Hitachi power systems" - caveat: CNA translating a Bloomberg wire (secondary), not directly relaying the parties own PR

F-004: In the same statement, Intel announced a strategic collaboration with Foxconn (TWSE 2317), pooling both sides' expertise in chip design, rack-level solutions and global systems integration - source: CNA #202606053003 - source_url: https://www.cna.com.tw/news/aopl/202606053003.aspx - confidence: medium - basis: news_aggregation - ticker: 2317 - period: 2026-06-05 - claim_en: "In the same statement, Intel announced a strategic collaboration with Foxconn (TWSE: 2317), pooling both sides expertise in chip design, rack-level solutions and global systems integration" - caveat: CNA translating a Bloomberg wire; remarks by Intel CEO Lip-Bu Tan

F-005: Hitachi and Google Cloud expanded their strategic alliance, building an FDE model with Lumada co-creation and Google Cloud advanced AI, using Gemini Enterprise to elevate HMAX and accelerate physical-AI social implementation - source: PRTIMES #67590 - source_url: https://prtimes.jp/main/html/rd/p/000000588.000067590.html - confidence: medium - basis: official_statement - period: 2026-06-09 - claim_en: "Hitachi and Google Cloud expanded their strategic alliance, building an FDE model with Lumada co-creation and Google Cloud advanced AI, using Gemini Enterprise to elevate HMAX and accelerate physical-AI social implementation" - caveat: Hitachi first-party corporate PR; HMAX is Hitachi OT energy AI service (a Japanese firm), crossing the Intel statement (CNA #202606053003) by the same name in two sources

F-006: Foxconn (TWSE 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing "robotics and smart automation systems," "AI infrastructure and solutions," "energy and ESG," and giving priority to evaluating a "3+3+3 joint R&D platform" - source: CNA #202606240204 - source_url: https://www.cna.com.tw/news/afe/202606240204.aspx - confidence: medium - basis: official_statement - ticker: 2317 - period: 2026-06-24 signing - claim_en: "Foxconn (TWSE: 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing robotics and smart automation systems, AI infrastructure and solutions, and energy and ESG, and giving priority to evaluating a three-three-three joint R&D platform" - caveat: CNA relaying a Foxconn press release; the three-three-three platform PR text reads prioritizing a feasibility evaluation not established; Young Liu and Sharp president Tetsuji Kawamura spoke on the record

J-Units

J-001: The Physical AI wave forms a clear division of labor between Taiwan and Japan: Taiwan builds the "moving body" (SOLOMON integrating NVIDIA NemoClaw multi-agents, KAIYU's humanoid body), Japan builds the "power-saving field brain" (Hitachi HMAX energy AI plus physical-AI social implementation); the two ends are complementary curves of the same wave rather than acting separately - confidence: medium - basis_f_units: F-001, F-002, F-005

J-002: Intel's single statement ties Hitachi HMAX and Foxconn together at once, and with the Foxconn-Sharp MoU explicitly listing robotics and AI infrastructure, two cross-border Taiwan-Japan (and US) alliances are stitching Taiwan's manufacturing / body capability and Japan's OT field / brand channels into one Physical AI supply chain - confidence: medium - basis_f_units: F-003, F-004, F-006

J-003: HMAX appears by the same name in two independent sources, "Intel x Hitachi" and "Hitachi x Google Cloud," forming the most verifiable hard link of this event chain; by contrast the Taiwan body side (SOLOMON / KAIYU) has no direct contract with Japanese firms and can only be honestly marked as the Taiwan body side of the same wave, with a link strength lower than the HMAX hard anchor - confidence: medium - basis_f_units: F-003, F-005, F-001

P-Units

P-001: The subsequent landing of the Foxconn-Sharp "3+3+3 joint R&D platform" — currently the PR only discloses "prioritizing a feasibility evaluation"; whether the platform is actually established and which robotics / AI-infrastructure items it covers must be tracked via future official announcements - status: open

P-002: The actual deployment scale and energy-efficiency results of Hitachi HMAX in Intel fabs — currently only the adoption intent is disclosed; the actual energy savings in the OT field are not yet quantified and require observation of future empirical data - status: open

P-003: The commercialization progress of the Taiwan body side (SOLOMON NemoClaw integration, KAIYU humanoid) — currently at the product-launch stage; actual deployment volume and order scale in industrial / logistics settings are not yet disclosed and require tracking of future shipment data - status: open

同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点

Internal Citation Chain

Published ANK-Docs cited by this article: - ANK-2026-06-25-008 (Memory super-cycle Taiwan-Japan contrast: Micron earnings lift Taiwan memory stocks, Japan materials side Resonac expands HF gas for HBM upstream) -> This article shares the same axis of one AI-hardware wave, Taiwan and Japan each taking one end of the supply chain: that card is the materials side (memory and HF gas), this article is the robot systems and body side. Memory is the material of AI hardware and this article is the moving body plus power-saving field brain, forming the upstream-downstream complement of AI entering the physical world.

Sources

1. [CNA #202606020178] CNA, "SOLOMON integrates NVIDIA NemoClaw, advancing Physical AI humanoid autonomy", 2026-06-02. https://www.cna.com.tw/news/afe/202606020178.aspx 2. [CNA #202606100152] CNA, "KAIYU launches first humanoid, entering embodied intelligence", 2026-06-10. https://www.cna.com.tw/news/afe/202606100152.aspx 3. [CNA #202606053003] CNA, "Intel partners with Hitachi to raise robot yield and energy efficiency, also strategic collaboration with Foxconn", 2026-06-05. https://www.cna.com.tw/news/aopl/202606053003.aspx 4. [CNA #202606240204] CNA, "Foxconn signs strategic-collaboration MoU with Sharp, targeting AI infrastructure, energy and robotics", 2026-06-24. https://www.cna.com.tw/news/afe/202606240204.aspx 5. [PRTIMES #67590] Hitachi, Ltd., "Hitachi and Google Cloud expand strategic alliance, accelerating physical-AI social implementation", 2026-06-09. https://prtimes.jp/main/html/rd/p/000000588.000067590.html 6. [ANK-2026-06-25-008] Rin Takenouchi, "Memory super-cycle Taiwan-Japan contrast: Micron earnings lift Taiwan memory stocks, Japan materials side Resonac expands HF gas for HBM upstream", 2026-06-25. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-06-25-008

📊 引用級事實單元（F-Units）

SOLOMON (TWSE 2359) at COMPUTEX 2026 (opened 2026-06-02) integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform
F-001 · Confidence: medium · Basis: official_statement CNA #202606020178 2359 2026-06-02 COMPUTEX launch
"SOLOMON (TWSE: 2359) at COMPUTEX 2026 (opened 2026-06-02) integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform"
KAIYU (TPEx 5468) on 2026-06-10 launched its first humanoid, with a core architecture of brain (semantic understanding / task planning) plus cerebellum (gait / balance) plus a perceptive-limb system (3D vision / lidar / force sensors / high-power-density actuators)
F-002 · Confidence: medium · Basis: official_statement CNA #202606100152 5468 2026-06-10 launch
"KAIYU on the over-the-counter market on 2026-06-10 launched its first humanoid, with a core architecture of brain (semantic understanding and task planning) plus cerebellum (gait and balance) plus a perceptive-limb system (3D vision, lidar, force sensors, high-power-density actuators)"
Intel will collaborate with Hitachi to raise factory-robot yield and energy efficiency, Intel fabs will adopt the Hitachi "HMAX Energy" AI service, and Intel plans to supply high-voltage chips to support Hitachi power systems
F-003 · Confidence: medium · Basis: news_aggregation CNA #202606053003 2026-06-05
"Intel will collaborate with Hitachi to raise factory-robot yield and energy efficiency, Intel fabs will adopt the Hitachi HMAX Energy AI service, and Intel plans to supply high-voltage chips to support Hitachi power systems"
In the same statement, Intel announced a strategic collaboration with Foxconn (TWSE 2317), pooling both sides' expertise in chip design, rack-level solutions and global systems integration
F-004 · Confidence: medium · Basis: news_aggregation CNA #202606053003 2317 2026-06-05
"In the same statement, Intel announced a strategic collaboration with Foxconn (TWSE: 2317), pooling both sides expertise in chip design, rack-level solutions and global systems integration"
Hitachi and Google Cloud expanded their strategic alliance, building an FDE model with Lumada co-creation and Google Cloud advanced AI, using Gemini Enterprise to elevate HMAX and accelerate physical-AI social implementation
F-005 · Confidence: medium · Basis: official_statement PRTIMES #67590 2026-06-09
"Hitachi and Google Cloud expanded their strategic alliance, building an FDE model with Lumada co-creation and Google Cloud advanced AI, using Gemini Enterprise to elevate HMAX and accelerate physical-AI social implementation"
Foxconn (TWSE 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing "robotics and smart automation systems," "AI infrastructure and solutions," "energy and ESG," and giving priority to evaluating a "3+3+3 joint R&D platform"
F-006 · Confidence: medium · Basis: official_statement CNA #202606240204 2317 2026-06-24 signing
"Foxconn (TWSE: 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing robotics and smart automation systems, AI infrastructure and solutions, and energy and ESG, and giving priority to evaluating a three-three-three joint R&D platform"

❓ FAQ

In this Physical AI and humanoid wave, which end does Taiwan take and which does Japan take?

Taiwan builds the moving body and Japan builds the power-saving field brain. The Taiwan side has SOLOMON (TWSE: 2359) integrating NVIDIA NemoClaw and KAIYU (over-the-counter market) launching a humanoid body; the Japan side has Hitachi cutting into the OT field via the HMAX energy AI and physical-AI social implementation. Taiwan's systems-integration side, SOLOMON, at COMPUTEX 2026 integrated the NVIDIA NemoClaw architecture to coordinate multiple AI agents on a humanoid, running locally and autonomously on the NVIDIA Jetson edge platform; the body-manufacturing side, KAIYU, on 2026-06-10 launched its first humanoid, with a core of brain plus cerebellum plus perceptive limbs (3D vision, lidar, force sensors). Japan's Hitachi advances physical-AI social implementation via the HMAX energy AI, forming a closed loop of field data to AI judgment to autonomous control of equipment (CNA #202606020178, CNA #202606100152, PRTIMES #67590).

Did SOLOMON and KAIYU launch their robots because of collaboration with Hitachi or Sharp?

No. SOLOMON and KAIYU have no direct contract with Hitachi or Sharp; the two are merely the Taiwan body side of the same NVIDIA and Physical AI wave. The honest boundary is to say only the same wave, Taiwan body side versus Japan field-brain side, not driven by the Japanese firms. SOLOMON's NVIDIA NemoClaw integration and KAIYU's humanoid launch both belong to the Taiwan body side of the AI-entering-the-physical-world wave, but neither has a direct contract with Hitachi or Sharp. This card's Taiwan-Japan link comes from two independent alliances (Intel-Hitachi collaboration, Foxconn-Sharp MoU), not from any contract between SOLOMON or KAIYU and the Japanese firms. Writing the Taiwan body side as driven by the Japanese firms would violate the honesty red line (CNA #202606020178, CNA #202606100152).

Why is HMAX called the most verifiable hard link of the Taiwan-Japan (and US) stitching?

Because HMAX appears in two independent sources, Intel fabs adopting Hitachi HMAX Energy (CNA translating a Bloomberg wire) and Hitachi-Google Cloud elevating HMAX (a Hitachi first-party PR); the same-name two-source crossing is a non-speculative hard anchor. HMAX is Hitachi's OT energy AI service. In the Bloomberg-wire source (CNA #202606053003), Intel fabs announced adopting the Hitachi HMAX Energy AI service; in the Hitachi-PR source (PRTIMES #67590), Hitachi and Google Cloud expanded their alliance and used Gemini Enterprise to elevate the same HMAX. The same product name crossing two independent sources makes the Taiwan-Japan (and US) stitching a verifiable link rather than speculation. Note that HMAX is a product of the Japanese firm Hitachi; Intel is the adopter, not a Taiwanese product.

Has the Foxconn-Sharp MoU already established a joint R&D platform?

Not yet. What Foxconn signed with Sharp on 2026-06-24 is a strategic-collaboration MoU; the three-three-three joint R&D platform is at the prioritizing a feasibility evaluation stage, not an established platform, and cannot be written as a fait accompli. According to CNA relaying a Foxconn press release, Foxconn (TWSE: 2317) on 2026-06-24 signed a strategic-collaboration MoU with Sharp, with the scope explicitly listing robotics and smart automation systems, AI infrastructure and solutions, and energy and ESG, and giving priority to evaluating a three-three-three joint R&D platform. The PR text is a feasibility evaluation, not established; Young Liu and Tetsuji Kawamura both spoke on the record, hoping to jointly develop the Japanese and global markets (CNA #202606240204).

Is KAIYU a listed company, and how is its official securities code verified?

KAIYU is listed on the over-the-counter market, not on the main exchange. This card uses the over-the-counter securities code as the primary anchor; because its website is JS-rendered and curl could not verify the company name, the website is not forced as an anchor, to prevent a mis-anchor. KAIYU is listed on the over-the-counter market (TPEx), and its open data verifies the CompanyName as KAIYU. It is not listed on the main exchange, so the main-exchange company profile table is not anchored. Its website responds normally but is JS-rendered, and curl could not detect the company name, so to prevent a mis-anchor the over-the-counter securities code is the primary anchor and the website is not forced. By contrast SOLOMON (TWSE: 2359) and Foxconn (TWSE: 2317) are listed on the main exchange; do not confuse the exchange tiers. ---

🧠 編輯判斷（J-Units）

The Physical AI wave forms a clear division of labor between Taiwan and Japan: Taiwan builds the "moving body" (SOLOMON integrating NVIDIA NemoClaw multi-agents, KAIYU's humanoid body), Japan builds the "power-saving field brain" (Hitachi HMAX energy AI plus physical-AI social implementation); the two ends are complementary curves of the same wave rather than acting separately
Confidence: medium · Based on: F-001, F-002, F-005
Intel's single statement ties Hitachi HMAX and Foxconn together at once, and with the Foxconn-Sharp MoU explicitly listing robotics and AI infrastructure, two cross-border Taiwan-Japan (and US) alliances are stitching Taiwan's manufacturing / body capability and Japan's OT field / brand channels into one Physical AI supply chain
Confidence: medium · Based on: F-003, F-004, F-006
HMAX appears by the same name in two independent sources, "Intel x Hitachi" and "Hitachi x Google Cloud," forming the most verifiable hard link of this event chain; by contrast the Taiwan body side (SOLOMON / KAIYU) has no direct contract with Japanese firms and can only be honestly marked as the Taiwan body side of the same wave, with a link strength lower than the HMAX hard anchor
Confidence: medium · Based on: F-003, F-005, F-001

🔮 待驗證假設（P-Units）

The subsequent landing of the Foxconn-Sharp "3+3+3 joint R&D platform" — currently the PR only discloses "prioritizing a feasibility evaluation"; whether the platform is actually established and which robotics / AI-infrastructure items it covers must be tracked via future official announcements
Status: open
The actual deployment scale and energy-efficiency results of Hitachi HMAX in Intel fabs — currently only the adoption intent is disclosed; the actual energy savings in the OT field are not yet quantified and require observation of future empirical data
Status: open
The commercialization progress of the Taiwan body side (SOLOMON NemoClaw integration, KAIYU humanoid) — currently at the product-launch stage; actual deployment volume and order scale in industrial / logistics settings are not yet disclosed and require tracking of future shipment data
Status: open

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