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Humanoid robot
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Analysts believe the humanoid robot industry is at a critical stage of mass production verification and scenario implementation
Data from China's Ministry of Commerce shows that sales of embodied AI robots on key Chinese platforms increased by 22.6% year-on-year in the first three quarters of this year. Analysts believe the hu
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Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots
Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots, stricter demands on cost and return on investment (ROI) are slowing down comme
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the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26
Driven by multiple catalysts, including the intensive emergence of physical AI research reports, JPMorgan Chase's significant upgrade of Unitree Robotics' rating, and Qiyuan Robot's mass production mi
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shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times
Nomura International (Hong Kong)'s latest report indicates that the SuperMimic paper from the University of California, Berkeley, shows that the computational power consumption for training humanoid r
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The bank raised its 2027 humanoid robot sales forecast for Unitree Robotics to 31,701 units
JPMorgan Chase released a research report, upgrading Chinese robotics manufacturer Unitree Robotics' rating by two notches from "Underweight" to "Overweight," and significantly raising its December 20
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Chinese humanoid robots are accelerating their entry into the into the South Korean market, as Seoul heavily bets on physical AI.
Chinese humanoid robot manufacturers are accelerating their expansion into the South Korean market, shifting from dance performances and showroom displays to factory trials and commercial deployments.
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Hyundai's Atlas features four fingers, Tesla's Optimus five, driven by distinct market strategies
Hyundai Motor Group's Boston Dynamics has opted for a four-finger design for its electric Atlas humanoid robot, believing it reduces cost and complexity without sacrificing industrial work benefits. I
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DeepSeek leads seed round for Winverse AI, a startup founded by former Tencent AI scientists, valuing it at $400 million.
DeepSeek has agreed to lead a multi-million dollar seed funding round for Winverse AI, a startup founded by former Tencent AI scientist Hu Han, valuing the months-old company at approximately $400 mil
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Panasonic plans to leverage its battery business to develop humanoid robots, targeting production by 2029.
Akira Sakakibara, Chief AI Officer at Japanese tech conglomerate Panasonic Holdings, stated in an interview with Nikkei that the company plans to develop humanoid robots, leveraging its battery busine
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Micron outlines a new "physical AI" narrative, stating that autonomous driving and humanoid robots will be the next explosion points for storage demand.
Sanjay Mehrotra, Chairman and CEO of Micron Technology, noted that autonomous vehicles represent the first major deployment of physical AI, with L4 and higher autonomous vehicles typically requiring o
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China's CSRC Sets Three New Standards for Humanoid Robot IPOs, Few Companies Expected to Qualify
Chinese securities regulators are reportedly raising the bar for humanoid robot startups to go public, requiring them to meet three specific criteria, according to three sources familiar with the matt
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China tightens humanoid robot patent grip with 60% global share as of H1 2026
China's widening lead in humanoid robot patents is raising the stakes for South Korea's push to compete in the fast-growing industry. According to Intellectual Property Office data obtained by Rep. Le
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The Information: Tesla's Optimus Robot Hands Face Manufacturing Challenges, Company Aims for 1,000 Units Per Week by Year-End
Tesla's Optimus humanoid robot's complex hand design presents significant manufacturing and durability challenges, according to The Information. Despite this, Tesla management has informed employees t
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Morgan Stanley Research: Humanoid Robot Manufacturers Significantly Raise 2026 Shipment Targets, Some Plan Severalfold Growth, Industry Competition May See Early Shakeout
Morgan Stanley's humanoid robot supply chain survey, published on September 23, reveals that several robot manufacturers have significantly raised their 2026 shipment targets, with some planning for m
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Deloitte China: Beijing Tightens IPO Approvals for Humanoid Robot Companies, Posing No Threat to Firms with Clear Commercialization Strategies
Dick Kay, the national managing partner of Capital Market Services at Deloitte China, stated on Thursday that market capital is shifting from past "blind impulses" to "meticulous screening," and quali
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Musk predicts that the global humanoid robot population could reach 10 billion units in the next 15 years, and 100 billion units within 20 years.
Musk recently stated in an interview that the global humanoid robot population could reach 10 billion units in the next 15 years and 100 billion units in the next 20 years. Influenced by this news, A-
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Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
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China's Unitree Robotics stock falls by over 50% a month after listing
Shares of the Chinese startup, which debuted on the Shanghai Stock Exchange a month ago, have declined more than 50% from their opening price. Retail investors are now taking a closer look at the pote
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Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
Barclays' research report suggests that fully autonomous general-purpose humanoid robots are still a long way off, while specialized forms such as collaborative robots and AMRs are already being appli
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Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
Barclays Research states that the inference stage for humanoid robots needs to be completed on edge processors within the robots themselves. Data center computing power is primarily used for simulatio
-
Barclays: Mass Deployment of General-Purpose Humanoid Robots May Be Delayed Until Around 2035, with Intelligence, Not Hardware, Being the Bottleneck
Barclays noted in its latest research report that current humanoid robot capabilities rely on pre-programming or remote control, with a significant gap from general autonomy. The firm believes the cor
-
Toyota Motor Group Plans to Deploy 400,000 In-House-Developed Humanoid Robots at Worldwide Production Sites
The robots are designed to work alongside factory staff, learn from employees, and train new workers, as part of the automaker's push to create factories where people and robots work side by side.
-
Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
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Agility Robotics Unveils Digit 5 Humanoid Robot Designed to Work Safely With People
The new humanoid is built to take on more complex warehouse and manufacturing tasks without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson noted that AI can accel
-
Analysts believe the humanoid robot industry is at a critical stage of mass production verification and scenario implementation
Data from China's Ministry of Commerce shows that sales of embodied AI robots on key Chinese platforms increased by 22.6% year-on-year in the first three quarters of this year. Analysts believe the hu
-
Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots
Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots, stricter demands on cost and return on investment (ROI) are slowing down comme
-
the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26
Driven by multiple catalysts, including the intensive emergence of physical AI research reports, JPMorgan Chase's significant upgrade of Unitree Robotics' rating, and Qiyuan Robot's mass production mi
-
shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times
Nomura International (Hong Kong)'s latest report indicates that the SuperMimic paper from the University of California, Berkeley, shows that the computational power consumption for training humanoid r
-
The bank raised its 2027 humanoid robot sales forecast for Unitree Robotics to 31,701 units
JPMorgan Chase released a research report, upgrading Chinese robotics manufacturer Unitree Robotics' rating by two notches from "Underweight" to "Overweight," and significantly raising its December 20
-
Chinese humanoid robots are accelerating their entry into the into the South Korean market, as Seoul heavily bets on physical AI.
Chinese humanoid robot manufacturers are accelerating their expansion into the South Korean market, shifting from dance performances and showroom displays to factory trials and commercial deployments.
-
Hyundai's Atlas features four fingers, Tesla's Optimus five, driven by distinct market strategies
Hyundai Motor Group's Boston Dynamics has opted for a four-finger design for its electric Atlas humanoid robot, believing it reduces cost and complexity without sacrificing industrial work benefits. I
-
DeepSeek leads seed round for Winverse AI, a startup founded by former Tencent AI scientists, valuing it at $400 million.
DeepSeek has agreed to lead a multi-million dollar seed funding round for Winverse AI, a startup founded by former Tencent AI scientist Hu Han, valuing the months-old company at approximately $400 mil
-
Panasonic plans to leverage its battery business to develop humanoid robots, targeting production by 2029.
Akira Sakakibara, Chief AI Officer at Japanese tech conglomerate Panasonic Holdings, stated in an interview with Nikkei that the company plans to develop humanoid robots, leveraging its battery busine
-
Micron outlines a new "physical AI" narrative, stating that autonomous driving and humanoid robots will be the next explosion points for storage demand.
Sanjay Mehrotra, Chairman and CEO of Micron Technology, noted that autonomous vehicles represent the first major deployment of physical AI, with L4 and higher autonomous vehicles typically requiring o
-
China's CSRC Sets Three New Standards for Humanoid Robot IPOs, Few Companies Expected to Qualify
Chinese securities regulators are reportedly raising the bar for humanoid robot startups to go public, requiring them to meet three specific criteria, according to three sources familiar with the matt
-
China tightens humanoid robot patent grip with 60% global share as of H1 2026
China's widening lead in humanoid robot patents is raising the stakes for South Korea's push to compete in the fast-growing industry. According to Intellectual Property Office data obtained by Rep. Le
-
The Information: Tesla's Optimus Robot Hands Face Manufacturing Challenges, Company Aims for 1,000 Units Per Week by Year-End
Tesla's Optimus humanoid robot's complex hand design presents significant manufacturing and durability challenges, according to The Information. Despite this, Tesla management has informed employees t
-
Morgan Stanley Research: Humanoid Robot Manufacturers Significantly Raise 2026 Shipment Targets, Some Plan Severalfold Growth, Industry Competition May See Early Shakeout
Morgan Stanley's humanoid robot supply chain survey, published on September 23, reveals that several robot manufacturers have significantly raised their 2026 shipment targets, with some planning for m
-
Deloitte China: Beijing Tightens IPO Approvals for Humanoid Robot Companies, Posing No Threat to Firms with Clear Commercialization Strategies
Dick Kay, the national managing partner of Capital Market Services at Deloitte China, stated on Thursday that market capital is shifting from past "blind impulses" to "meticulous screening," and quali
-
Musk predicts that the global humanoid robot population could reach 10 billion units in the next 15 years, and 100 billion units within 20 years.
Musk recently stated in an interview that the global humanoid robot population could reach 10 billion units in the next 15 years and 100 billion units in the next 20 years. Influenced by this news, A-
-
Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
-
China's Unitree Robotics stock falls by over 50% a month after listing
Shares of the Chinese startup, which debuted on the Shanghai Stock Exchange a month ago, have declined more than 50% from their opening price. Retail investors are now taking a closer look at the pote
-
Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
Barclays' research report suggests that fully autonomous general-purpose humanoid robots are still a long way off, while specialized forms such as collaborative robots and AMRs are already being appli
-
Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
Barclays Research states that the inference stage for humanoid robots needs to be completed on edge processors within the robots themselves. Data center computing power is primarily used for simulatio
-
Barclays: Mass Deployment of General-Purpose Humanoid Robots May Be Delayed Until Around 2035, with Intelligence, Not Hardware, Being the Bottleneck
Barclays noted in its latest research report that current humanoid robot capabilities rely on pre-programming or remote control, with a significant gap from general autonomy. The firm believes the cor
-
Toyota Motor Group Plans to Deploy 400,000 In-House-Developed Humanoid Robots at Worldwide Production Sites
The robots are designed to work alongside factory staff, learn from employees, and train new workers, as part of the automaker's push to create factories where people and robots work side by side.
-
Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
-
Agility Robotics Unveils Digit 5 Humanoid Robot Designed to Work Safely With People
The new humanoid is built to take on more complex warehouse and manufacturing tasks without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson noted that AI can accel
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Humanoid robot
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