Supply chainsHumanoid RoboticsUS public · market evidence as of August 24, 2026 close

Curated thematic research · August 24, 2026

Humanoid Robotics Stocks

US-traded public companies across the humanoid robotics value chain, from deployment demand and platform owners through physical AI compute, simulation, perception, motion control, actuation, batteries, manufacturing scale-up, integration, and upstream precision inputs.

Humanoid Robotics stocks, organized by thematic value-chain role. This research groups 48 US-traded public companies across 12 stages. Market evidence reflects the August 24, 2026 close, where available.

Stage healthLeadingConstructiveMixedWeak

Editorial stage order

The board

Stages are ordered for reading; documented dependencies are listed separately below.

NODE 01

Deployment Customers & Robot Operators

Weak

RS 31

Manufacturers, logistics operators, retailers, and industrial users trialing or deploying humanoid and physical-AI robots in real workflows.

Public companies in this stage: GXO, AMZN, BMWKY, MBGYY, NIO.

Median RS: RS 31
Above 50D: 33%
Near high: 0%
Coverage: 3/5 primary companies with RS

GXO Logistics: GXO Signs Industry-First Multi-Year Agreement with Agility Robotics

GXOGXO Logistics, Inc.PrimaryRS 31

View GXO profile

Role: Commercial humanoid logistics deployment customer
Inclusion rationale: GXO is a direct demand-side humanoid robotics exposure because its 2024 agreement with Agility Robotics covers Digit deployments in logistics operations under a robot-as-a-service model.
Confidence: high
Sector: Industrials

50D distance: -6%
52-week-high proximity: 70%
A/D: C
RVOL: 0.9x
50D dollar volume: $73.8M

Sources

GXO Signs Industry-First Multi-Year Agreement with Agility RoboticsGXO Logistics

AMZNAmazon.Com IncPrimaryRS 59

View AMZN profile

Role: Warehouse humanoid pilot customer and robotics investor
Inclusion rationale: Amazon is a demand-side humanoid robotics exposure because Amazon's Industrial Innovation Fund disclosed a Digit pilot with Agility Robotics and continued evaluation of mobile manipulation systems for operations.
Confidence: medium
Sector: Consumer Discretionary

50D distance: 5%
52-week-high proximity: 91%
A/D: C
RVOL: 0.6x
50D dollar volume: $12.8B

Sources

Learn about Amazon's Industrial Innovation Fund and how it's expanding in 2024Amazon

BMWKYCompany name unavailablePrimaryRS --

View BMWKY profile

Role: Automotive plant humanoid pilot customer
Inclusion rationale: BMW Group is included through its US-traded OTC ADR because Plant Spartanburg tested Figure 02 in a real automotive production environment, making BMW a direct public-market proxy for humanoid deployment demand.
Confidence: high
Sector: —

No market evidence is available for BMWKY in this snapshot.

Sources

Successful test of humanoid robots at BMW Group Plant SpartanburgBMW Group
BMWKY OverviewOTC Markets

MBGYYCompany name unavailablePrimaryRS --

View MBGYY profile

Role: Apollo humanoid manufacturing pilot customer
Inclusion rationale: Mercedes-Benz Group is included through its US-traded OTC ADR because Apptronik announced a commercial agreement to pilot Apollo humanoids in Mercedes-Benz manufacturing facilities.
Confidence: medium
Sector: —

No market evidence is available for MBGYY in this snapshot.

Sources

Apptronik and Mercedes-Benz Enter Commercial Agreement That Will Pilot Apptronik's Apollo Humanoid RobotApptronik
MBGYY OverviewOTC Markets

NIONIO Inc. American depositary shares, each representing one Class A ordinary sharePrimaryRS 21

View NIO profile

Role: EV factory humanoid test operator
Inclusion rationale: NIO is a public deployment proxy because industry reporting described UBTech Walker S training on a NIO factory assembly line. The evidence is not NIO-primary, so confidence is medium.
Confidence: medium
Sector: Industrials

50D distance: -9%
52-week-high proximity: 54%
A/D: D
RVOL: 2.1x
50D dollar volume: $126.1M

Sources

Nio testing use of humanoid robots on factory production lineCnEVPost

NODE 02

Humanoid OEMs & Platform Owners

Weak

RS 11

Public companies directly building humanoid platforms or owning robot platforms that can become humanoid deployment channels.

Public companies in this stage: TSLA, XPEV, RR, NVDA, GOOGL.

Median RS: RS 11
Above 50D: 0%
Near high: 0%
Coverage: 3/3 primary companies with RS

Tesla / SEC: Tesla 2025 Form 10-K

TSLATesla, Inc. Common StockPrimaryRS 28

View TSLA profile

Role: Optimus humanoid OEM and platform owner
Inclusion rationale: Tesla is the clearest US-listed direct humanoid OEM because its public filings describe development and commercialization of AI robots including Optimus, a general-purpose humanoid robot.
Confidence: high
Sector: Industrials

50D distance: -4%
52-week-high proximity: 70%
A/D: D
RVOL: 1.1x
50D dollar volume: $15.0B

Sources

Tesla 2025 Form 10-KTesla / SEC

XPEVXPeng Inc. American depositary shares, each representing two Class A ordinary sharesPrimaryRS 11

View XPEV profile

Role: IRON humanoid robot platform owner
Inclusion rationale: XPeng is a public humanoid platform exposure because its 2025 AI Day materials presented Next-Gen IRON as a humanoid robot and positioned humanoids as part of XPeng's physical-AI roadmap.
Confidence: high
Sector: Industrials

50D distance: -13%
52-week-high proximity: 39%
A/D: E
RVOL: 4.0x
50D dollar volume: $94.0M

Sources

XPENG Shares Achievements in Physical AI EmergenceXPeng

RRRichtech Robotics Inc. Class B Common StockPrimaryRS 11

View RR profile

Role: Dex humanoid robot platform owner
Inclusion rationale: Richtech Robotics is included as a direct but narrower public humanoid platform exposure because official company materials describe Dex as a mobile and industrial humanoid robot platform using NVIDIA Jetson Thor compute and Isaac robotics software.
Confidence: medium
Sector: Industrials

50D distance: -8%
52-week-high proximity: 22%
A/D: D
RVOL: 0.8x
50D dollar volume: $12.5M

Sources

Richtech Robotics Debuts Mobile Humanoid Robot Dex at CES 2026Richtech Robotics
Dex: Next-Gen Industrial Humanoid RobotRichtech Robotics

NVDANvidia CorpAdjacentRS 51

View NVDA profile

Role: Humanoid reference-platform and ecosystem owner
Inclusion rationale: NVIDIA's primary assignment is Physical AI Compute, but it also belongs in platform owners as a secondary row because Isaac GR00T and the open humanoid reference design organize a humanoid developer ecosystem around NVIDIA compute and software.
Confidence: high
Sector: Technology

50D distance: 0%
52-week-high proximity: 88%
A/D: D
RVOL: 1.2x
50D dollar volume: $26.6B

Sources

NVIDIA Announces NVIDIA Isaac GR00T Reference Humanoid Robot for Academic ResearchNVIDIA

GOOGLAlphabet Inc. Class A Common StockAdjacentRS 66

View GOOGL profile

Role: Embodied-AI platform for humanoid partners
Inclusion rationale: Alphabet's primary assignment is Robot Foundation Models & Simulation, but Gemini Robotics is also a secondary platform-owner exposure because Google DeepMind showed the model family adapting to Apptronik's Apollo humanoid.
Confidence: medium
Sector: Technology

50D distance: -1%
52-week-high proximity: 85%
A/D: D
RVOL: 1.0x
50D dollar volume: $10.9B

Sources

Introducing Gemini Robotics and Gemini Robotics-ERGoogle DeepMind

NODE 03

Physical AI Compute

Weak

RS 86

Edge-AI processors, GPUs, modules, and embedded compute platforms used to train, simulate, and run robot perception and control systems.

Public companies in this stage: NVDA, QCOM, AMD, INTC, ARM, NXPI, AMBA.

Median RS: RS 86
Above 50D: 20%
Near high: 0%
Coverage: 5/5 primary companies with RS

Qualcomm: Qualcomm Introduces a Full Suite of Robotics Technologies

NVDANvidia CorpPrimaryRS 51

View NVDA profile

Role: Jetson robot compute, Isaac simulation, and GR00T physical-AI runtime
Inclusion rationale: NVIDIA is the primary physical-AI compute exposure for humanoid robotics because its robotics stack combines Jetson robot compute, Isaac simulation, GR00T humanoid foundation models, and partner ecosystem adoption.
Confidence: high
Sector: Technology

50D distance: 0%
52-week-high proximity: 88%
A/D: D
RVOL: 1.2x
50D dollar volume: $26.6B

Sources

NVIDIA Announces NVIDIA Isaac GR00T Reference Humanoid Robot for Academic ResearchNVIDIA

QCOMQualcomm IncPrimaryRS 27

View QCOM profile

Role: Dragonwing edge-AI robotics processor and reference-design supplier
Inclusion rationale: Qualcomm is a primary physical-AI compute exposure because it launched a robotics technology suite for household robots through full-size humanoids and a Dragonwing IQ10 reference design for robot sensor fusion and edge inference.
Confidence: high
Sector: Technology

50D distance: -11%
52-week-high proximity: 61%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.7B

Sources

AMDAdvanced Micro DevicesPrimaryRS 95

View AMD profile

Role: Embedded and accelerator compute for physical-AI robots
Inclusion rationale: AMD is a public compute proxy for physical-AI robots because its 2026 Ryzen AI Embedded launch targets constrained edge systems including humanoid robotics, while AMD Silo AI work supports VLA robotics research on AMD accelerators.
Confidence: medium
Sector: Technology

50D distance: -10%
52-week-high proximity: 78%
A/D: C
RVOL: 0.6x
50D dollar volume: $14.2B

Sources

AMD Introduces Ryzen AI Embedded Processor PortfolioAMD

INTCIntel CorpPrimaryRS 96

View INTC profile

Role: Edge-AI robotics compute and OpenVINO physical-AI tooling
Inclusion rationale: Intel is a secondary-tier physical-AI compute proxy because its 2026 Core Ultra Series 3 materials position CPU/GPU/NPU edge compute and OpenVINO tooling for robotics and VLA workloads.
Confidence: medium
Sector: Technology

50D distance: -19%
52-week-high proximity: 61%
A/D: D
RVOL: 0.8x
50D dollar volume: $12.6B

Sources

Intel Core Ultra Series 3: The New Standard for Edge AI Robotics ComputeIntel

ARMArm Holdings plc American Depositary SharesPrimaryRS 86

View ARM profile

Role: Processor IP architecture for edge robotics systems
Inclusion rationale: Arm is an architecture-level compute exposure because its physical-AI materials position Arm compute as a foundation for humanoids, AMRs, and autonomous machines rather than as a finished robot module.
Confidence: medium
Sector: Technology

50D distance: -20%
52-week-high proximity: 53%
A/D: D
RVOL: 0.6x
50D dollar volume: $2.3B

Sources

Physical AI: The compute foundation for autonomous machinesArm

NXPINXP Semiconductors N.V.AdjacentRS 30

View NXPI profile

Role: Secure sensing, networking, and real-time robot control companion silicon
Inclusion rationale: NXP's primary assignment is motion control and safety semiconductors, but it also belongs in compute as a secondary row because its NVIDIA physical-AI reference designs support humanoid sensor processing, networking, security, and real-time control.
Confidence: high
Sector: Technology

50D distance: -16%
52-week-high proximity: 65%
A/D: E
RVOL: 0.7x
50D dollar volume: $1.1B

Sources

NXP Delivers New Innovations for Advanced Physical AI with NVIDIANXP Semiconductors

AMBAAmbarella, Inc. Ordinary SharesAdjacentRS 29

View AMBA profile

Role: Edge-AI vision SoCs for robotics perception
Inclusion rationale: Ambarella's primary assignment is perception, but its edge-AI SoCs also belong in compute because company materials target robotics, drones, and industrial automation at the device edge.
Confidence: medium
Sector: Technology

50D distance: -5%
52-week-high proximity: 72%
A/D: B
RVOL: 0.7x
50D dollar volume: $130.8M

Sources

Ambarella to Showcase The Ambarella Edge: From Agentic to Physical AIAmbarella

NODE 04

Robot Foundation Models & Simulation

Weak

RS 47

Simulation, digital-twin, robotics software, and AI-model platforms used to train robot policies before physical deployment.

Public companies in this stage: GOOGL, MSFT, META, SNPS, SIEGY, U, TM, NVDA, AMD.

Median RS: RS 47
Above 50D: 50%
Near high: 0%
Coverage: 6/7 primary companies with RS

Google DeepMind: Gemini Robotics ER 1.6: Enhanced Embodied Reasoning

GOOGLAlphabet Inc. Class A Common StockPrimaryRS 66

View GOOGL profile

Role: Gemini Robotics embodied reasoning and robot foundation models
Inclusion rationale: Alphabet is the primary public robot-foundation-model exposure because Google DeepMind released Gemini Robotics and Gemini Robotics-ER for physical-world robot reasoning, planning, and manipulation.
Confidence: high
Sector: Technology

50D distance: -1%
52-week-high proximity: 85%
A/D: D
RVOL: 1.0x
50D dollar volume: $10.9B

Sources

Gemini Robotics ER 1.6: Enhanced Embodied ReasoningGoogle DeepMind

MSFTMicrosoft CorpPrimaryRS 58

View MSFT profile

Role: Rho-alpha robotics model and Azure physical-AI simulation infrastructure
Inclusion rationale: Microsoft is a public robot-model and simulation infrastructure exposure because Microsoft Research announced Rho-alpha for bimanual robot control and Microsoft Cloud materials position Azure digital twins and physical AI for robotics deployments.
Confidence: medium
Sector: Technology

50D distance: 16%
52-week-high proximity: 88%
A/D: A
RVOL: 0.5x
50D dollar volume: $16.3B

Sources

Advancing AI for the physical worldMicrosoft Research

METAMeta Platforms, Inc. Class A Common StockPrimaryRS 27

View META profile

Role: World-model and humanoid-AI research platform
Inclusion rationale: Meta is included as a research-stage robot foundation model exposure because V-JEPA 2 supports physical reasoning and robot planning, while reporting on Meta's ARI acquisition signals humanoid robotics AI intent.
Confidence: medium
Sector: Technology

50D distance: -6%
52-week-high proximity: 71%
A/D: C
RVOL: 0.7x
50D dollar volume: $10.7B

Sources

SNPSSynopsys IncPrimaryRS 22

View SNPS profile

Role: Simulation and electronics digital-twin platform for physical-AI systems
Inclusion rationale: Synopsys is a simulation infrastructure exposure after closing Ansys because its 2026 electronics digital-twin platform is explicitly positioned to accelerate physical-AI system development.
Confidence: medium
Sector: Technology

50D distance: -6%
52-week-high proximity: 64%
A/D: E
RVOL: 0.9x
50D dollar volume: $776.7M

Sources

Synopsys Launches Electronics Digital Twin Platform to Accelerate Physical AI System DevelopmentSynopsys

SIEGYCompany name unavailablePrimaryRS --

View SIEGY profile

Role: Industrial digital twins and shopfloor physical-AI software
Inclusion rationale: Siemens is included through its US-traded OTC ADR because Siemens announced a humanoid shopfloor pilot and positions its industrial digital-twin stack as physical-AI factory infrastructure.
Confidence: medium
Sector: —

No market evidence is available for SIEGY in this snapshot.

Sources

UUnity Software Inc.PrimaryRS 94

View U profile

Role: Real-time 3D digital twins for robotics and automation
Inclusion rationale: Unity is a lower-confidence public simulation proxy because Unity Industry and company case material frame real-time 3D digital twins as useful for machinery, robotics, and robotic-assisted system training.
Confidence: low
Sector: Technology

50D distance: 37%
52-week-high proximity: 89%
A/D: A
RVOL: 0.7x
50D dollar volume: $333.5M

Sources

Revolutionizing the machinery and robotics industryUnity

TMToyota Motor Corporation American Depositary Shares (Each representing ten Ordinary Shares)PrimaryRS 36

View TM profile

Role: Large Behavior Model research partner for humanoid manipulation
Inclusion rationale: Toyota is included as a robot-foundation-model research exposure because Toyota Research Institute and Boston Dynamics announced work using TRI Large Behavior Models with the Atlas humanoid.
Confidence: medium
Sector: Industrials

50D distance: 7%
52-week-high proximity: 78%
A/D: C
RVOL: 0.8x
50D dollar volume: $81.2M

Sources

Boston Dynamics and Toyota Research Institute Announce Partnership to Advance Robotics ResearchToyota USA Newsroom

NVDANvidia CorpAdjacentRS 51

View NVDA profile

Role: Isaac simulation and GR00T robot foundation model stack
Inclusion rationale: NVIDIA's primary assignment is Physical AI Compute, but it also belongs here because Isaac Sim, Isaac Lab, Cosmos, and GR00T are explicit robot training and simulation tools.
Confidence: high
Sector: Technology

50D distance: 0%
52-week-high proximity: 88%
A/D: D
RVOL: 1.2x
50D dollar volume: $26.6B

Sources

NVIDIA Accelerates Robotics Research and Development With New Open Models and Simulation LibrariesNVIDIA

AMDAdvanced Micro DevicesAdjacentRS 95

View AMD profile

Role: Accelerator platform for VLA robotics research
Inclusion rationale: AMD's primary assignment is Physical AI Compute, but AMD Silo AI's 2026 collaboration on multimodal VLA systems gives it a secondary role in robot foundation model research.
Confidence: medium
Sector: Technology

50D distance: -10%
52-week-high proximity: 78%
A/D: C
RVOL: 0.6x
50D dollar volume: $14.2B

Sources

AMD Silo AI and UniMoRe to Advance Physical AIAMD

NODE 05

Perception, Vision & Sensor Fusion

Weak

RS 58

Machine vision, lidar, image sensors, inertial sensors, and sensor-fusion components that help humanoids localize and understand the world.

Public companies in this stage: OUST, CGNX, TDY, AMBA, ON, QCOM, ADI, NVDA.

Median RS: RS 58
Above 50D: 0%
Near high: 0%
Coverage: 4/4 primary companies with RS

Cognex: Vision Guided Robotics

OUSTOuster, Inc.PrimaryRS 84

View OUST profile

Role: Digital lidar and physical-AI sensing platform
Inclusion rationale: Ouster is a primary perception exposure because it markets digital lidar for robotics and its FieldAI collaboration materials show Ouster lidar on a humanoid robot.
Confidence: high
Sector: Industrials

50D distance: -16%
52-week-high proximity: 56%
A/D: D
RVOL: 0.8x
50D dollar volume: $183.3M

Sources

Ouster and FieldAI Collaborate to Scale Autonomous PerceptionOuster

CGNXCognex CorpPrimaryRS 64

View CGNX profile

Role: Machine-vision systems for robot guidance
Inclusion rationale: Cognex is a primary perception exposure because its vision-guided robotics offering supports robot alignment, pick/place, inspection, and robot-mounted vision with named industrial robot integrations.
Confidence: high
Sector: Healthcare

50D distance: -10%
52-week-high proximity: 80%
A/D: E
RVOL: 0.7x
50D dollar volume: $151.4M

Sources

Vision Guided RoboticsCognex

TDYTeledyne Technologies IncorporatedPrimaryRS 52

View TDY profile

Role: Thermal-visible camera modules for robotic platforms
Inclusion rationale: Teledyne is a perception supplier through Teledyne FLIR camera modules such as Hadron 640, which target UGVs, robotic platforms, AI, and SWaP-constrained sensing.
Confidence: medium
Sector: Healthcare

50D distance: -3%
52-week-high proximity: 90%
A/D: B
RVOL: 0.7x
50D dollar volume: $240.7M

Sources

Hadron 640 Series - Dual Thermal and Visible OEM Camera ModuleTeledyne FLIR

AMBAAmbarella, Inc. Ordinary SharesPrimaryRS 29

View AMBA profile

Role: Edge-AI vision SoCs for robot perception
Inclusion rationale: Ambarella is a perception-stage primary because its AIoT and robotics products target autonomous robots, machine vision, and real-time environmental modeling.
Confidence: medium
Sector: Technology

50D distance: -5%
52-week-high proximity: 72%
A/D: B
RVOL: 0.7x
50D dollar volume: $130.8M

Sources

AIoT, Industrial & RoboticsAmbarella

ONON Semiconductor CorpAdjacentRS 50

View ON profile

Role: Industrial image sensors and robotics sensing portfolio
Inclusion rationale: onsemi's primary assignment is Batteries, Power Electronics & Charging, but its machine-vision and industrial automation pages also cite robotics, robotic-arm guidance, and image/depth sensors.
Confidence: medium
Sector: Technology

50D distance: -22%
52-week-high proximity: 53%
A/D: D
RVOL: 0.9x
50D dollar volume: $1.0B

Sources

Machine Visiononsemi

QCOMQualcomm IncAdjacentRS 27

View QCOM profile

Role: Robotics application processors for AI vision and connectivity
Inclusion rationale: Qualcomm's primary assignment is Physical AI Compute, but its robotics platforms also contribute to perception through on-device AI, computer vision, sensor processing, and connectivity.
Confidence: medium
Sector: Technology

50D distance: -11%
52-week-high proximity: 61%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.7B

Sources

Robotics RB3 PlatformQualcomm

ADIAnalog Devices, Inc.AdjacentRS 70

View ADI profile

Role: IMUs, ToF, encoders, force/torque, and tactile sensing for humanoids
Inclusion rationale: Analog Devices' primary assignment is Motion Control, MCUs & Safety Semiconductors, but its 2025 humanoid robotics announcement maps ADI sensors into NVIDIA Jetson Thor humanoid designs.
Confidence: high
Sector: Technology

50D distance: -4%
52-week-high proximity: 83%
A/D: D
RVOL: 1.2x
50D dollar volume: $1.8B

Sources

ADI Adopts NVIDIA Jetson Thor to Advance Physical Intelligence and Reasoning for HumanoidsAnalog Devices

NVDANvidia CorpAdjacentRS 51

View NVDA profile

Role: Robot perception runtime and sensor-fusion compute
Inclusion rationale: NVIDIA's primary assignment is Physical AI Compute, but Jetson Thor and Isaac GR00T also support real-time robot perception and sensor processing in humanoid reference designs.
Confidence: high
Sector: Technology

50D distance: 0%
52-week-high proximity: 88%
A/D: D
RVOL: 1.2x
50D dollar volume: $26.6B

Sources

NVIDIA Announces NVIDIA Isaac GR00T Reference Humanoid Robot for Academic ResearchNVIDIA

NODE 06

Motion Control, MCUs & Safety Semiconductors

Weak

RS 64

Microcontrollers, motor-control chips, power management, safety processors, and real-time semiconductors used inside robot joints and control loops.

Public companies in this stage: NXPI, TXN, ADI, STM, IFNNY, ALGM, ON, QCOM.

Median RS: RS 64
Above 50D: 0%
Near high: 0%
Coverage: 5/6 primary companies with RS

Texas Instruments: Humanoid robot design resources

NXPINXP Semiconductors N.V.PrimaryRS 30

View NXPI profile

Role: Robotics MCUs, motor control, safety, and deterministic networking
Inclusion rationale: NXP is a primary control-semiconductor exposure because it has current humanoid and mobile robotics motor-control reference designs using i.MX RT and MCX MCUs, TSN/EtherCAT, security, and functional-safety capabilities.
Confidence: high
Sector: Technology

50D distance: -16%
52-week-high proximity: 65%
A/D: E
RVOL: 0.7x
50D dollar volume: $1.1B

Sources

Motor and Motion Control for Humanoids and Mobile RobotsNXP Semiconductors

TXNTexas Instruments IncorporatedPrimaryRS 64

View TXN profile

Role: C2000 and Sitara control, current sensing, motor drivers, and safety ICs
Inclusion rationale: Texas Instruments is a primary control-semiconductor exposure because its humanoid robot design hub and motor-control briefs cover C2000, Sitara MCUs, current sensing, motor drives, and robot hand and joint designs.
Confidence: high
Sector: Technology

50D distance: -11%
52-week-high proximity: 78%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.4B

Sources

Humanoid robot design resourcesTexas Instruments

ADIAnalog Devices, Inc.PrimaryRS 70

View ADI profile

Role: Precision sensing, encoders, force inputs, deterministic connectivity, and safe power control
Inclusion rationale: Analog Devices is a primary control-semiconductor exposure because its humanoid announcement maps ADI tactile, ToF, IMU, encoder, force/torque, power, and deterministic-connectivity content into Jetson Thor-based humanoid designs.
Confidence: high
Sector: Technology

50D distance: -4%
52-week-high proximity: 83%
A/D: D
RVOL: 1.2x
50D dollar volume: $1.8B

Sources

ADI Adopts NVIDIA Jetson Thor to Advance Physical Intelligence and Reasoning for HumanoidsAnalog Devices

STMSTMicroelectronics N.V.PrimaryRS 86

View STM profile

Role: STM32 MCUs, STSPIN motor drivers, sensing, safety, and power semiconductors
Inclusion rationale: STMicroelectronics is a primary control-semiconductor exposure because its humanoid robotics pages cover STM32/STM32MP, motor drivers, power management, sensing, safety, and cybersecurity requirements.
Confidence: high
Sector: Technology

50D distance: -21%
52-week-high proximity: 61%
A/D: E
RVOL: 0.7x
50D dollar volume: $689.0M

Sources

Humanoid robotsSTMicroelectronics

IFNNYCompany name unavailablePrimaryRS --

View IFNNY profile

Role: Power semiconductors and precise humanoid motion enablement
Inclusion rationale: Infineon is included through its US-traded OTCQX ADR because its 2025 release explicitly says Infineon is enabling humanoid robots with precise motion using NVIDIA technology.
Confidence: medium
Sector: —

No market evidence is available for IFNNY in this snapshot.

Sources

Infineon to enable humanoid robots with precise motionInfineon Technologies

ALGMAllegro MicroSystems, Inc. Common StockPrimaryRS 46

View ALGM profile

Role: Magnetic position sensors, current sensors, and motor drivers for robotics
Inclusion rationale: Allegro MicroSystems is a control-semiconductor supplier because its robotics application materials cover current sensors, magnetic position sensors, and motor drivers for robot motor-control loops.
Confidence: medium
Sector: Technology

50D distance: -27%
52-week-high proximity: 50%
A/D: D
RVOL: 0.9x
50D dollar volume: $151.9M

Sources

RoboticsAllegro MicroSystems

ONON Semiconductor CorpAdjacentRS 50

View ON profile

Role: Robot motor-control, sensing, power, and charging semiconductors
Inclusion rationale: onsemi's primary assignment is Batteries, Power Electronics & Charging, but it also has a secondary control role through smart and mobile robotics block diagrams that combine motor control, battery charging, sensing, and power management.
Confidence: medium
Sector: Technology

50D distance: -22%
52-week-high proximity: 53%
A/D: D
RVOL: 0.9x
50D dollar volume: $1.0B

Sources

Smart and Mobile Roboticsonsemi

QCOMQualcomm IncAdjacentRS 27

View QCOM profile

Role: Robot processors for sensor fusion, ROS2, and control-adjacent workloads
Inclusion rationale: Qualcomm's primary assignment is Physical AI Compute, but the Dragonwing IQ10 robotics reference design also touches motion-control-adjacent sensor fusion, ROS2, and control workloads.
Confidence: medium
Sector: Technology

50D distance: -11%
52-week-high proximity: 61%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.7B

Sources

Introducing the Qualcomm Dragonwing IQ10 RRDQualcomm

NODE 07

Actuators, Motors, Bearings & Gearing

Weak

RS 56

Suppliers of motors, actuators, bearings, harmonic drives, precision motion parts, and mechanical subsystems for robot joints.

Public companies in this stage: RRX, TKR, PH, RBC, NOVT.

Median RS: RS 56
Above 50D: 25%
Near high: 0%
Coverage: 4/4 primary companies with RS

The Timken Company: Automation, Robotics & Industrial Machinery

RRXRegal Rexnord CorporationPrimaryRS 34

View RRX profile

Role: Servo motors, miniature motors, linear actuators, brakes, clutches, and gears
Inclusion rationale: Regal Rexnord is a primary actuator exposure because its motion brands are being marketed directly to humanoid joints, hands, mobility, gearing, and functional-safety motion systems.
Confidence: high
Sector: Industrials

50D distance: -20%
52-week-high proximity: 66%
A/D: E
RVOL: 0.8x
50D dollar volume: $246.4M

Sources

Join Regal Rexnord Motion Brands at the Humanoid Robot Forum at Automate 2026Kollmorgen / Regal Rexnord

TKRThe Timken CompanyPrimaryRS 79

View TKR profile

Role: Precision bearings, strain-wave gearing, cycloidal gearing, actuators, and encoders
Inclusion rationale: Timken is a primary motion-component exposure because its automation and robotics page explicitly describes systems for humanoid motion, including Cone Drive harmonic strain-wave gearing, SPINEA cycloidal gearing, precision bearings, and encoders.
Confidence: high
Sector: Industrials

50D distance: -10%
52-week-high proximity: 84%
A/D: D
RVOL: 0.7x
50D dollar volume: $130.1M

Sources

Automation, Robotics & Industrial MachineryThe Timken Company

PHParker-Hannifin CorporationPrimaryRS 69

View PH profile

Role: Electromechanical actuators, servo motors, and motion-control systems
Inclusion rationale: Parker Hannifin is a motion-component supplier because its electromechanical actuator and servo product portfolio serves automation and robotics applications, though the evidence is less humanoid-specific.
Confidence: medium
Sector: Industrials

50D distance: 3%
52-week-high proximity: 92%
A/D: B
RVOL: 1.2x
50D dollar volume: $625.2M

Sources

Electromechanical ActuatorsParker Hannifin
Low Power Compact Brushless Servo Motors - P SeriesParker Hannifin

RBCRBC Bearings IncorporatedPrimaryRS 44

View RBC profile

Role: Precision bearings and mechanical components for automation and robotics
Inclusion rationale: RBC Bearings is a precision bearing proxy for robot motion hardware because company materials identify RBC as a precision bearing supplier and product literature references robotics and automation applications.
Confidence: low
Sector: Industrials

50D distance: -15%
52-week-high proximity: 74%
A/D: D
RVOL: 1.5x
50D dollar volume: $147.7M

Sources

Precision Roller Bearings ManufacturerRBC Bearings
Cam FollowersRBC Bearings

NOVTNovanta Inc. Common StockAdjacentRS 50

View NOVT profile

Role: Precision motion components for robotics and automation
Inclusion rationale: Novanta's primary assignment is hands and end effectors, but Celera and Novanta robotics pages also make it a secondary precision-motion component supplier for demanding robotics and automation systems.
Confidence: high
Sector: Technology

50D distance: -9%
52-week-high proximity: 79%
A/D: C
RVOL: 1.0x
50D dollar volume: $77.3M

Sources

Robotics & AutomationNovanta

NODE 08

Dexterous Hands, End Effectors & Tactile Sensing

Weak

RS 50

Public suppliers with exposure to grippers, robotic tooling, end effectors, tactile sensing, and manipulation systems.

Public companies in this stage: NOVT, ADI, RRX, TXN.

Median RS: RS 50
Above 50D: 0%
Near high: 0%
Coverage: 1/1 primary companies with RS

Novanta: Force/Torque Sensors

NOVTNovanta Inc. Common StockPrimaryRS 50

View NOVT profile

Role: Robotic tool changers, end-of-arm tooling, and force/torque sensors
Inclusion rationale: Novanta is the primary public hands and end-effector exposure because ATI Industrial Automation supplies robotic tool changers, end effectors, and force/torque sensors used in manipulation systems.
Confidence: high
Sector: Technology

50D distance: -9%
52-week-high proximity: 79%
A/D: C
RVOL: 1.0x
50D dollar volume: $77.3M

Sources

Force/Torque SensorsNovanta
Tool ChangersATI Industrial Automation / Novanta

ADIAnalog Devices, Inc.AdjacentRS 70

View ADI profile

Role: Tactile, force/torque, and precision sensing for humanoid manipulation
Inclusion rationale: Analog Devices' primary assignment is motion-control semiconductors, but tactile sensing and force/torque inputs give it a secondary role in dexterous manipulation.
Confidence: high
Sector: Technology

50D distance: -4%
52-week-high proximity: 83%
A/D: D
RVOL: 1.2x
50D dollar volume: $1.8B

Sources

ADI Adopts NVIDIA Jetson Thor to Advance Physical Intelligence and Reasoning for HumanoidsAnalog Devices

RRXRegal Rexnord CorporationAdjacentRS 34

View RRX profile

Role: Miniature motion and gearing for humanoid hands
Inclusion rationale: Regal Rexnord's primary assignment is actuators and motion components, but its humanoid robot forum materials also call out hands and articulation, supporting a secondary manipulation-stage row.
Confidence: high
Sector: Industrials

50D distance: -20%
52-week-high proximity: 66%
A/D: E
RVOL: 0.8x
50D dollar volume: $246.4M

Sources

Join Regal Rexnord Motion Brands at the Humanoid Robot Forum at Automate 2026Kollmorgen / Regal Rexnord

TXNTexas Instruments IncorporatedAdjacentRS 64

View TXN profile

Role: Humanoid hand reference designs and hand-control semiconductors
Inclusion rationale: Texas Instruments' primary assignment is motion-control semiconductors, but its humanoid robot resources include hand reference designs and control components relevant to end effectors.
Confidence: medium
Sector: Technology

50D distance: -11%
52-week-high proximity: 78%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.4B

Sources

Humanoid robot design resourcesTexas Instruments

NODE 09

Batteries, Power Electronics & Charging

Weak

RS 55

Battery cells, packs, charging, power electronics, and power-conversion components relevant to mobile humanoid robots.

Public companies in this stage: ON, VICR, AMPX, ULBI, TXN, STM, IFNNY.

Median RS: RS 55
Above 50D: 25%
Near high: 0%
Coverage: 4/4 primary companies with RS

Vicor: Robotics Applications Power Delivery Solutions

ONON Semiconductor CorpPrimaryRS 50

View ON profile

Role: Robot power, motor-control, battery-charging, and sensing semiconductors
Inclusion rationale: onsemi is a primary power-electronics exposure because its smart and mobile robotics page explicitly targets robotics with compact battery charging, motor control, imaging, sensing, and power management.
Confidence: high
Sector: Technology

50D distance: -22%
52-week-high proximity: 53%
A/D: D
RVOL: 0.9x
50D dollar volume: $1.0B

Sources

Smart and Mobile Roboticsonsemi

VICRVicor CorpPrimaryRS 94

View VICR profile

Role: 48V high-density robotics power delivery modules
Inclusion rationale: Vicor is a primary robotics power-delivery exposure because it markets 48V robotics power architectures for high density, lower weight, and longer run time in compact robot designs.
Confidence: high
Sector: Technology

50D distance: -26%
52-week-high proximity: 50%
A/D: D
RVOL: 1.3x
50D dollar volume: $234.7M

Sources

Robotics Applications Power Delivery SolutionsVicor

AMPXAmprius Technologies, Inc.PrimaryRS 30

View AMPX profile

Role: High-energy silicon-anode batteries for AI and robotics endurance
Inclusion rationale: Amprius is a primary battery exposure because it explicitly positions high-energy-density cells for AI and robotics, including lightweight platforms where endurance is constrained.
Confidence: medium
Sector: Technology

50D distance: -17%
52-week-high proximity: 41%
A/D: C
RVOL: 0.6x
50D dollar volume: $78.7M

Sources

AI and RoboticsAmprius Technologies
Amprius Launches SiCore 450 Wh/kg High-Energy CellAmprius Technologies

ULBIUltralife CorporationPrimaryRS 59

View ULBI profile

Role: Robot battery packs and chargers
Inclusion rationale: Ultralife is a medium-confidence power-stage exposure because it sells robot battery packs and chargers, with stronger evidence in defense and mobile robots than in humanoids specifically.
Confidence: medium
Sector: Technology

50D distance: 11%
52-week-high proximity: 82%
A/D: A
RVOL: 1.0x
50D dollar volume: $215.2K

Sources

Back-up & portable power for robotsUltralife

TXNTexas Instruments IncorporatedAdjacentRS 64

View TXN profile

Role: 48V motor-current sensing and power-control ICs for humanoid joints
Inclusion rationale: Texas Instruments' primary assignment is motion-control semiconductors, but its humanoid motor-control briefs also support a secondary power-electronics role around 48V joint drives and current sensing.
Confidence: high
Sector: Technology

50D distance: -11%
52-week-high proximity: 78%
A/D: E
RVOL: 0.9x
50D dollar volume: $2.4B

Sources

Motor Control in Humanoid RobotsTexas Instruments

STMSTMicroelectronics N.V.AdjacentRS 86

View STM profile

Role: Robot power management and motor-driver semiconductors
Inclusion rationale: STMicroelectronics' primary assignment is motion-control semiconductors, but its humanoid robotics page also covers power management and motor-driver content relevant to mobile robot power systems.
Confidence: high
Sector: Technology

50D distance: -21%
52-week-high proximity: 61%
A/D: E
RVOL: 0.7x
50D dollar volume: $689.0M

Sources

Humanoid robotsSTMicroelectronics

IFNNYCompany name unavailableAdjacentRS --

View IFNNY profile

Role: Power semiconductors for precise humanoid motion
Inclusion rationale: Infineon's primary assignment is motion-control semiconductors, but power semiconductor content in precise humanoid motion also gives it a secondary power-stage role.
Confidence: medium
Sector: —

No market evidence is available for IFNNY in this snapshot.

Sources

Infineon to enable humanoid robots with precise motionInfineon Technologies

NODE 10

Contract Manufacturing & Scale-Up Partners

Mixed

RS 69

EMS, contract manufacturing, and production partners that can turn prototype humanoid platforms into repeatable hardware programs.

Public companies in this stage: JBL, MGA, HNHPF.

Median RS: RS 69
Above 50D: 50%
Near high: 0%
Coverage: 2/3 primary companies with RS

Jabil: Apptronik and Jabil Collaborate to Scale Production of Apollo Humanoid Robots

JBLJabil Inc.PrimaryRS 65

View JBL profile

Role: Apollo humanoid manufacturing scale partner
Inclusion rationale: Jabil is the primary public contract-manufacturing exposure because Jabil and Apptronik announced a collaboration to build Apollo humanoid robots and deploy Apollo in Jabil operations.
Confidence: high
Sector: Technology

50D distance: -10%
52-week-high proximity: 71%
A/D: E
RVOL: 1.0x
50D dollar volume: $448.2M

Sources

Apptronik and Jabil Collaborate to Scale Production of Apollo Humanoid RobotsJabil

MGAMagna InternationalPrimaryRS 73

View MGA profile

Role: Sanctuary AI manufacturing and scale-up partner
Inclusion rationale: Magna is a contract manufacturing and automotive scale-up exposure because Sanctuary AI announced a strategic partnership to use Magna engineering and manufacturing capabilities and Magna operations as robot deployment sites.
Confidence: high
Sector: Industrials

50D distance: 1%
52-week-high proximity: 93%
A/D: B
RVOL: 1.7x
50D dollar volume: $84.9M

Sources

Sanctuary AI Expands General Purpose Robot Footprint in Automotive Manufacturing IndustrySanctuary AI / PR Newswire

HNHPFCompany name unavailablePrimaryRS --

View HNHPF profile

Role: Electronics manufacturing scale partner and humanoid factory adopter
Inclusion rationale: Hon Hai/Foxconn is included through its US-traded OTC ordinary because its COMPUTEX 2025 materials position the company around physical-AI factories and humanoid robot solutions, a direct manufacturing-scale theme.
Confidence: medium
Sector: —

No market evidence is available for HNHPF in this snapshot.

Sources

Hon Hai Technology Group Advances Solutions For Superchip AI Infrastructure and Robotics At COMPUTEX 2025Hon Hai Technology Group
HNHPF OverviewOTC Markets

NODE 11

Industrial Automation & Integration

Weak

RS 36

Automation suppliers, robotics integrators, controls vendors, and warehouse automation companies that connect robots to factory and logistics workflows.

Public companies in this stage: TER, ROK, SYM, ATS, CGNX, SIEGY.

Median RS: RS 36
Above 50D: 0%
Near high: 0%
Coverage: 4/4 primary companies with RS

Teradyne: Robotics

TERTeradyne, Inc. Common StockPrimaryRS 94

View TER profile

Role: Collaborative robots and AMRs through Universal Robots and MiR
Inclusion rationale: Teradyne is a primary robotics integration exposure because Teradyne Robotics owns Universal Robots and Mobile Industrial Robots, providing deployed cobot and AMR platforms for factory and logistics workflows.
Confidence: high
Sector: Healthcare

50D distance: -5%
52-week-high proximity: 75%
A/D: D
RVOL: 0.7x
50D dollar volume: $1.7B

Sources

RoboticsTeradyne

ROKRockwell Automation, Inc.PrimaryRS 54

View ROK profile

Role: Factory automation controls and OTTO AMR integration
Inclusion rationale: Rockwell Automation is a primary factory-integration exposure because it acquired Clearpath Robotics and OTTO Motors and currently markets OTTO autonomous mobile robots for industrial material handling.
Confidence: high
Sector: Healthcare

50D distance: -7%
52-week-high proximity: 86%
A/D: D
RVOL: 0.7x
50D dollar volume: $395.4M

Sources

Rockwell Automation Completes Acquisition of Clearpath Robotics and OTTO MotorsOTTO by Rockwell Automation

SYMSymbotic Inc. Class A Common StockPrimaryRS 19

View SYM profile

Role: AI robotic warehouse automation systems
Inclusion rationale: Symbotic is a primary logistics automation exposure because its filings describe AI robotic systems that move, store, and sort cases and eaches in warehouse operations.
Confidence: high
Sector: Industrials

50D distance: -5%
52-week-high proximity: 46%
A/D: C
RVOL: 0.8x
50D dollar volume: $76.3M

Sources

Symbotic Inc. 2025 Form 10-KSymbotic / SEC

ATSATS CorporationPrimaryRS 12

View ATS profile

Role: Custom factory automation and integration systems
Inclusion rationale: ATS is a medium-confidence integration exposure because it designs and installs custom manufacturing automation systems, a practical integration layer for robot-enabled production lines even though the evidence is not humanoid-specific.
Confidence: medium
Sector: Industrials

50D distance: -25%
52-week-high proximity: 54%
A/D: E
RVOL: 0.9x
50D dollar volume: $4.9M

Sources

ATS Corporation Investor Relations OverviewATS Corporation

CGNXCognex CorpAdjacentRS 64

View CGNX profile

Role: Machine vision for robot guidance and factory automation
Inclusion rationale: Cognex's primary assignment is perception, but robot guidance vision systems also make it a secondary automation integration supplier.
Confidence: high
Sector: Healthcare

50D distance: -10%
52-week-high proximity: 80%
A/D: E
RVOL: 0.7x
50D dollar volume: $151.4M

Sources

Vision Guided RoboticsCognex

SIEGYCompany name unavailableAdjacentRS --

View SIEGY profile

Role: Industrial software and factory integration for humanoid shopfloor pilots
Inclusion rationale: Siemens' primary assignment is robot simulation and digital twins, but its humanoid shopfloor pilot also makes it a secondary automation integration exposure.
Confidence: medium
Sector: —

No market evidence is available for SIEGY in this snapshot.

Sources

Siemens and Humanoid bring physical AI to factory floorSiemens

NODE 12

Materials, Magnets & Precision Components

Weak

RS 49

Upstream materials, rare-earth magnets, lightweight metals, specialty polymers, and precision inputs that constrain robot motion hardware.

Public companies in this stage: MP, APH, TKR, RRX, RBC, NOVT.

Median RS: RS 49
Above 50D: 50%
Near high: 0%
Coverage: 2/2 primary companies with RS

MP Materials: MP Materials Restores U.S. Rare Earth Magnet Production

MPMP Materials Corp.PrimaryRS 30

View MP profile

Role: US rare-earth and NdFeB magnet supply chain
Inclusion rationale: MP Materials is the primary upstream magnet exposure because it restored US rare-earth magnet production and explicitly identifies NdFeB magnets as essential for robotics.
Confidence: high
Sector: Materials

50D distance: 11%
52-week-high proximity: 57%
A/D: C
RVOL: 1.0x
50D dollar volume: $307.6M

Sources

MP Materials Restores U.S. Rare Earth Magnet ProductionMP Materials

APHAmphenol CorporationPrimaryRS 69

View APH profile

Role: High-reliability connectors and cable assemblies for humanoid robots
Inclusion rationale: Amphenol is a primary precision-input exposure because its robotics materials include RoboConn wire-to-board connectors and connector/cable solutions for humanoid robots, robotic arms, warehouse robots, and AI vision systems.
Confidence: high
Sector: Technology

50D distance: -3%
52-week-high proximity: 87%
A/D: C
RVOL: 0.8x
50D dollar volume: $1.2B

Sources

Robotics ApplicationsAmphenol Communications Solutions
Industrial AutomationAmphenol Communications Solutions

TKRThe Timken CompanyAdjacentRS 79

View TKR profile

Role: Precision bearings and gearing as constrained robot motion inputs
Inclusion rationale: Timken's primary assignment is actuators and motion components, but its precision bearings, harmonic gearing, and cycloidal gearing also make it a secondary upstream precision-input exposure.
Confidence: high
Sector: Industrials

50D distance: -10%
52-week-high proximity: 84%
A/D: D
RVOL: 0.7x
50D dollar volume: $130.1M

Sources

Automation, Robotics & Industrial MachineryThe Timken Company

RRXRegal Rexnord CorporationAdjacentRS 34

View RRX profile

Role: Precision motors, gearing, and motion brands for humanoid subsystems
Inclusion rationale: Regal Rexnord's primary assignment is actuators and motion components, but its motion brands also represent precision inputs to humanoid joints, hands, and mobility subsystems.
Confidence: high
Sector: Industrials

50D distance: -20%
52-week-high proximity: 66%
A/D: E
RVOL: 0.8x
50D dollar volume: $246.4M

Sources

Join Regal Rexnord Motion Brands at the Humanoid Robot Forum at Automate 2026Kollmorgen / Regal Rexnord

RBCRBC Bearings IncorporatedAdjacentRS 44

View RBC profile

Role: Precision bearings for automation and robotic assemblies
Inclusion rationale: RBC Bearings' primary assignment is actuators and motion components, but its bearing products are also upstream precision inputs for automation and robotics assemblies.
Confidence: low
Sector: Industrials

50D distance: -15%
52-week-high proximity: 74%
A/D: D
RVOL: 1.5x
50D dollar volume: $147.7M

Sources

Cam FollowersRBC Bearings

NOVTNovanta Inc. Common StockAdjacentRS 50

View NOVT profile

Role: Precision motion and sensor inputs for robotic manipulation
Inclusion rationale: Novanta's primary assignment is hands and end effectors, but its force/torque sensing and precision-motion products also qualify as upstream precision inputs for robotic manipulation.
Confidence: high
Sector: Technology

50D distance: -9%
52-week-high proximity: 79%
A/D: C
RVOL: 1.0x
50D dollar volume: $77.3M

Sources

Robotics & AutomationNovanta

Documented relationships

Supply-chain dependencies

Deployment Customers & Robot Operators → deployment demand → Humanoid OEMs & Platform Owners
Humanoid OEMs & Platform Owners → on-robot compute → Physical AI Compute
Physical AI Compute → training & simulation → Robot Foundation Models & Simulation
Robot Foundation Models & Simulation → perception stack → Perception, Vision & Sensor Fusion
Perception, Vision & Sensor Fusion → control loops → Motion Control, MCUs & Safety Semiconductors
Motion Control, MCUs & Safety Semiconductors → joint motion → Actuators, Motors, Bearings & Gearing
Actuators, Motors, Bearings & Gearing → manipulation → Dexterous Hands, End Effectors & Tactile Sensing
Motion Control, MCUs & Safety Semiconductors → mobile power → Batteries, Power Electronics & Charging
Batteries, Power Electronics & Charging → production scale → Contract Manufacturing & Scale-Up Partners
Contract Manufacturing & Scale-Up Partners → factory integration → Industrial Automation & Integration
Materials, Magnets & Precision Components → precision inputs → Actuators, Motors, Bearings & Gearing
Materials, Magnets & Precision Components → power materials → Batteries, Power Electronics & Charging

Method

Research notes

Membership is curated thematic value-chain research, not a verified supplier/customer graph. Companies may participate in more than one stage or have an adjacent role.

Stage status combines median relative strength and 50-day breadth. Market evidence is dated as of the displayed close, is not real-time, and is not an investment recommendation.

How RS works