The 10 robotics companies I'm most watching in the second half of 2026 (ranked from low to high risk)

Will the robotics sector become the next "space sector"?
Before SpaceX's IPO, the entire space industry chain experienced a clear round of expectation trading, with capital starting to seek the most direct beneficiaries in advance. I believe robotics could go through a similar process. As financing and IPO progress of companies like Figure and Unitree continue to advance, the market may increasingly focus on the robotics industry chain.
1. $AMZN : One of the largest robotics application scenarios globally, continually improving operational efficiency through warehouse automation and logistics robots.
2. $TER : On one hand, it owns Universal Robots; on the other hand, it benefits from the growing demand for AI chip testing, while laying out both the robotics and semiconductor tracks.
3. $QCOM : Provides edge AI, low-power computing, connectivity, and sensor fusion capabilities required for robotics, serving as an important platform for future local computing in robots.
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 : Leader in Edge AI Vision SoC, enabling robots to perform visual understanding, real-time reasoning, and decision-making locally.
6. 6324.T Harmonic Drive: Global leader in high-precision harmonic drives, one of the most critical and hard-to-replace core components for humanoid robot joints.
7. $SYM : 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 : Leader in precision force sensors, enabling robots with tactile sensing, force feedback, and precise control.
10. $CCXI : Through its stake in Agility Robotics, provides the public market with one of the few investment opportunities in a complete humanoid robot company.
These are the companies I am currently focusing on. If you know any other picks-and-shovels stocks in the robotics chain worth studying, feel free to share in the comments for discussion.