Recently, while reviewing the rankings of Taiwanese robotics companies, I noticed some quite interesting phenomena. The robotics industry has truly reached a critical turning point in recent years, with breakthroughs in AI technology accelerating the entire supply chain upgrade.

First, let's talk about Delta Electronics. This company’s advantages in automation are indeed obvious. With 20 manufacturing bases worldwide and thousands of production lines, this scale alone is enough to give it dominance in the industrial automation field. Last year's financial performance was also impressive, with quarterly net profit surpassing 18.6 billion NT dollars, setting a new record. Most importantly, the company has maintained high cash flow from investments, indicating a strong emphasis on R&D. Recently, they are planning to launch new products such as AI server power supplies and liquid cooling solutions, showing their determination to transform.

Next is Chroma. Although they do not directly manufacture robots, as a global leader in testing equipment, their role in the entire supply chain is quite critical. Their high-precision testing platforms already support various robot product lines. In recent quarters, their gross profit margin has approached 60%, and revenue is growing rapidly. This steady performance is quite noteworthy.

Tatung has over 50 years of motor drive technology accumulation, which is a solid strength in the robotics field. They not only provide motor drives but also develop overall system integration solutions, including robotic arms and autonomous mobile robots. At the same time, they are also forming partnerships with major manufacturers, indicating potential for future growth.

The recent performance of Chyun Tech is also quite impressive. As an important member of Taiwan’s robot company rankings, their clients include major corporations like TSMC, UMC, and Foxconn, ensuring business stability. Most importantly, last year they officially established a robotics division and launched modular solutions integrating international advanced technologies. This strategic direction seems promising.

Chuangbo, under the umbrella of Shinhan, also has over ten years of experience in robot controllers and is one of the few manufacturers offering open-standard controllers. They have also partnered with NVIDIA to launch humanoid robot AI modules, aligning well with future development trends.

Regarding the US stock market, companies like Palantir and AeroVironment have secured many major contracts in the drone and autonomous systems sectors, with their stock performance also quite strong. AMD’s layout in high-performance computing hardware is also worth paying attention to.

When selecting concept stocks like these, I think there are a few key aspects to focus on. First is market demand— the humanoid robot market is expected to see high growth in the coming years, so companies developing humanoid robots or entering related supply chains are worth prioritizing. Second is R&D investment; since this industry evolves rapidly, companies must continuously innovate to avoid being left behind. Observing cash flow investment trends is helpful—those with high or steadily increasing CFI over the past few years are generally more trustworthy.

Of course, investing in such high-growth stocks also carries risks. Robotics technology develops quickly, and policy environments can change. Different countries have varying levels of support for the robotics industry. Additionally, the integration of AI and robotics may bring social impacts, leading to potential regulatory adjustments in the future. Therefore, when investing, it’s important to closely monitor companies’ R&D capabilities and market adaptability, and to manage positions flexibly.