Humanoid Robotics · supply chain
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, mapped by supply-chain stage. TickerStance lays out 48 US-traded public companies across 12 stages of the humanoid robotics supply chain, each with a live relative-strength reading. Updated nightly after the US close.
The chain · Demand → Upstream
The board
Trace the wiring between stages; every public company sits on its board.
Deployment Customers & Robot Operators
WeakManufacturers, 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.
Humanoid OEMs & Platform Owners
WeakPublic 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.
Physical AI Compute
LeadingEdge-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.
Robot Foundation Models & Simulation
WeakSimulation, 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.
Perception, Vision & Sensor Fusion
ConstructiveMachine 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.
Motion Control, MCUs & Safety Semiconductors
LeadingMicrocontrollers, 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.
Actuators, Motors, Bearings & Gearing
ConstructiveSuppliers 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.
Dexterous Hands, End Effectors & Tactile Sensing
ConstructivePublic suppliers with exposure to grippers, robotic tooling, end effectors, tactile sensing, and manipulation systems.
Public companies in this stage: NOVT, ADI, RRX, TXN.
Batteries, Power Electronics & Charging
ConstructiveBattery 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.
Contract Manufacturing & Scale-Up Partners
LeadingEMS, contract manufacturing, and production partners that can turn prototype humanoid platforms into repeatable hardware programs.
Public companies in this stage: JBL, MGA, HNHPF.
Industrial Automation & Integration
MixedAutomation 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.
Materials, Magnets & Precision Components
ConstructiveUpstream 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.