10 Robot Companies I'm Most Focused on in the Second Half of 2026 (Ranked from Low to High Risk)

Could the robotics sector become the next "space sector"?

Before SpaceX's IPO, the entire space industry chain experienced a round of obvious expectation trading, with capital starting to seek the most direct beneficiaries early on. I believe a similar process could occur in robotics. As companies like Figure and Unitree advance fundraising and IPO progress, the market may increasingly focus on the robotics industry chain.

1. $AMZN: One of the world's largest robotics application scenarios, continuously improving operational efficiency through warehouse automation and logistics robots.
2. $TER: On one hand, owns Universal Robots; on the other, benefits from growing demand for AI chip testing, positioning itself in both robotics and semiconductor tracks.
3. $QCOM: Provides the edge AI, low-power computing, connectivity, and sensor fusion capabilities required for robots, making it an important platform for future robotic local computing.
4. $TSLA: Optimus integrates AI, large models, autonomous driving, chips, and manufacturing capabilities, making it the most complete humanoid robot platform currently available in the public market.
5. $AMBA: A leader in Edge AI Vision SoC, enabling robots to perform visual understanding, real-time reasoning, and decision-making locally.
6. 6324.T Harmonic Drive: The global leader in high-precision harmonic drives, one of the most critical and hardest-to-replace core components for humanoid robot joints.
7. $SYM: A pure-play warehouse robotics company, restructuring warehouse logistics and supply chains through robots and AI.
8. $OUST: Provides LiDAR and 3D spatial perception capabilities, allowing robots to truly understand and navigate the physical world.
9. $VPG: A leader in precision force sensors, giving robots tactile sensing, force feedback, and precise control capabilities.
10. $CCXI: Through its stake in Agility Robotics, provides the public market with a rare opportunity to invest in a humanoid robot complete machine company.

These are the companies I'm currently focusing on. If you know any other robot industry chain picks worth researching, feel free to share in the comments and let's discuss together.