Recently, I have been researching AI robot concept stocks and found that there are indeed significant opportunities in this sector. The robotics industry is now at a critical turning point, with breakthroughs in AI technology prompting major leading companies to seize the initiative. The underlying logic is quite clear—aging populations, labor shortages, industrial upgrades—all are accelerating the application of robot technology.

I have paid particular attention to several Taiwanese AI robot concept stocks. Delta Electronics (2308) has the most eye-catching performance, with a net profit after tax of over 18.6 billion NT dollars in the third quarter last year, a 50% increase year-over-year, and earnings per share exceeding 7 NT dollars, setting a quarterly record. Even more impressive, October revenue exceeded 57.3 billion NT dollars, nearly a 50% increase year-over-year. The company's advantage lies in its 20 global manufacturing bases and thousands of production lines, making it the best automation laboratory itself, with a depth of understanding of industrial robots unmatched by others. Entering this year, Delta plans to launch new AI server power supplies and liquid cooling heat dissipation products to strengthen its position in the high-end market.

Chroma (2360) is another stock I believe is often underestimated. Although it does not directly manufacture robots, as a global leader in testing equipment, its high-precision testing platforms are crucial to the entire robot industry chain. Last year, earnings per share for the first three quarters reached 21.67 NT dollars, already surpassing the full-year figure of the previous year, with a gross margin close to 60%. Revenue from measurement and automation testing equipment increased by 74% annually, which is key to supporting the manufacturing of robots, automation equipment, and AI computing hardware. As the robot industry continues to expand production, their demand will only grow.

Tatung (1504) is a veteran in motor and drive technology, with over half a century of experience that gives them a deep understanding of real factory needs. Their current strategy is to provide complete solutions from motors, drives, to controllers, while developing higher-precision, higher-torque high-end motors. In the third quarter last year, net profit was 1.59B NT dollars, nearly 10% growth quarter-over-quarter, with continuous improvements in gross margin and operating profit margin.

AndonTech (6215), focused on automation for over 40 years, counts major companies like TSMC, UMC, and Foxconn among its clients. In the first half of last year, revenue grew over 70% year-over-year to 1.09 billion NT dollars. The company officially established a robotics division and launched modular solutions. Management expects to maintain strong growth over the next 2-3 years, with double-digit growth potential in both annual revenue and core profitability.

Sinbon (8234), with its subsidiary Chuangbo, has over a decade of experience in robot controllers and is Taiwan’s first company to pass functional safety certification for robots. Their humanoid robot AI modules, developed in collaboration with NVIDIA, were released last August, showing promising potential in this direction.

Looking at the US stock market, companies like Palantir, AeroVironment, and AMD have performed even more remarkably in the AI robot concept space. Palantir surged over 140% last year, mainly benefiting from defense sector unmanned system contracts; AeroVironment rose over 80%, focusing on drones and autonomous robot hardware; AMD increased over 83%, with high-performance computing hardware serving as the foundation for the AI era.

When selecting AI robot concept stocks, I recommend considering three aspects. First is market demand—TrendForce estimates that by 2027, the global humanoid robot market could exceed $2 billion, with a compound annual growth rate of 154%. Focus on companies developing humanoid robots or entering related supply chains. Second is R&D investment—this industry evolves rapidly, so look for companies that continuously invest cash flow into R&D. Those with high or increasing CFI over the past five years are more worth considering. Third is customer base and market position—companies supported by major clients tend to have stronger risk resistance.

Of course, investing in AI robot concept stocks also involves risks. Rapid technological iteration, policy uncertainties, and potential regulatory adjustments due to impacts on the labor market all require close attention. But from a long-term perspective, this sector represents the future direction of technological development, with enormous growth potential. Early positioning might uncover opportunities for tenfold or even hundredfold returns.