2023-12-13otherThe new facility will integrate ABB robotics technology, digital operations and a Center of Excellence to support job training, customer collaboration and advanced research and development.
2023-12-13capacity expansionABB breaks ground on a new 90,000-square-foot manufacturing facility in Albuquerque, New Mexico representing a $40 million investment to expand production of Elastimold cable accessory solutions.
2022-06-28partnershipABB presented at SelectUSA Tech: The Future of High-Tech Industries alongside SoftBank Group International, GymPass and A-to-Be to discuss automation, robotics, and reshoring.
Patents — 4 CPC-scoped to physical ai (physical-AI-relevant classes)
Other4
Financials — multi-year, confidence 1.0 (filings)
revenue
$26.1B'20
$28.9B'21
$29.4B'22
$32.2B'23
$30.6B'24
$33.2B'25
operating income
$1.6B'20
$5.7B'21
$3.3B'22
$4.9B'23
$4.8B'24
$5.7B'25
net income
$5.1B'20
$4.5B'21
$2.5B'22
$3.7B'23
$3.9B'24
$4.7B'25
Supplies → 1
🇨🇭ABB Roboticsphysical_aiL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
ABB Robotics is the robotics and automation division of ABB Ltd, a Swiss industrial technology group. It manufactures industrial robots including the IRB series, GoFa, and YuMi collaborative robots for manufacturing automation.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2023-12-31financialABB achieved record return on capital employed of 21.1% in 2023, a 460 basis point improvement.
2023-12-31financialABB delivered record high cash flow of $3.7 billion in 2023, exceeding the $3 billion target.
2023-12-31partnershipABB Robotics was added as a new Industry 4.0 supplier by RS in 2023, offering robotics, autonomous mobile robots, and machine automation solutions.
2026-03-12WO2026051064AN INDUSTRIAL ROBOT WITH IMPROVED TOPOLOGY
2026-03-12WO2026053010POROUS, FLAME-QUENCHING LININGS IN FLAME PATHS OF MOTOR ENCLOSURES TO REDUCE PEAK EXPLOSION PRESSURE AND PREVENT FLAME TRANSMISSION
2026-03-05WO2026044520MOTOR WITH A BRAKE AND A POSITION SENSOR
2026-03-05WO2026044558CALIBRATION-FREE PATH GENERATION FOR COLLABORATIVE ROBOTS
2026-01-22WO2026018056POROUS BARRIERS TO REDUCE PEAK EXPLOSION PRESSURE INSIDE A FLAME-PROOF ENCLOSURE OF A SYNCHRONOUS RELUCTANCE MOTOR
2026-01-22WO2026018057POROUS LININGS TO REDUCE PEAK EXPLOSION PRESSURE INSIDE A FLAME-PROOF ENCLOSURE OF A SYNCHRONOUS RELUCTANCE MOTOR
2026-01-15WO2026012568METHOD OF CLEANING SURFACE, AND CLEANING SYSTEM
2026-01-08WO2026006946METHOD AND ELECTRONIC DEVICE FOR USE WITH MAGNETIC CONTROLLER, METHOD AND ELECTRONIC DEVICE FOR USE WITH ROBOT CONTROLLER, AND CORRESPONDING ROBOTIC SYSTEM
2026-01-08WO2026008143OPERATOR PENDANT FOR AN INDUSTRIAL ROBOT
ai compute · 🇺🇸 United States · NASDAQ: ACMR · 155 sources · 12 products · 1 patents
$901Mrevenue · FY2025 · USD$5.4B mkt cap
ACM Research is a US semiconductor equipment maker based in Fremont, California, producing wafer cleaning, PECVD, track, and furnace equipment, including its Tahoe cleaning platform.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-06-30capacity expansionOregon facility operations expected beginning in the second half of 2026 to serve as initial base for production in the United States.
2026-02-28financialIn February 2026, ACM completed the sale of approximately 4.8 million ACM Shanghai shares at RMB 160 per share, generating approximately $111 million in gross proceeds.
2025-12-31financialRevenue grew 9% in the fourth quarter and 15% for the full year 2025.
2025-12-31capacity expansionThe Lingang production and R&D center's two facilities can support up to $3 billion in annual output.
2025-10-01product launchACM delivered its first Ultra ECP ap-p horizontal panel-level electroplating tool to industry-leading large panel fabrication customer in Q4 2025.
2025-10-01product launchACM delivered its first Ultra Lith BK system in Q4 2025, marking entry into the display panel market.
2025-09-30financialACM Shanghai completed a private offering of ordinary share, generating approximately $623 million in net proceeds in September 2025.
2025-01-01financialIn early January, we introduced our 2025 revenue outlook in the range of $850 million to $950 million.
2024-12-02regulatoryOn December 2nd, the U.S. Department of Commerce added ACM Shanghai and ACM Korea to its Entity List.
2024-10-20capacity expansionACM Shanghai hosted an opening ceremony for the Lingang production and R&D center on October 20th with state-of-the-art automation system.
2024-10-01capacity expansionIn the fourth quarter of 2024, we had a grand opening ceremony for our Lingang Production and R&D Center with a 2,300 square meter class 100 clean room.
2024-10-01capacity expansionACM completed the purchase of a new Oregon facility on October 1st which includes 5,200 square feet cleaning room with plans to move in early 2025.
2024-10-01capacity expansionIn October 2024, we completed the purchasing of our new 40,000 square foot Oregon facility with a 5,200 square-foot clean room.
2024-09-01supply dealIn early September, ACM announced purchasing orders for four wafer-level packaging tools from US customer and US R&D centers scheduled for delivery in the first half of 2025.
2020-07-06financialACM Research stock surged 23.6% in a single trading session following positive sentiment about Chinese semiconductor sector.
2020-01-14financialACM Research lifted its full-year revenue guidance from $105 million to a range of $105 million to $107 million, for year-over-year growth of 41% to 43%, and called for revenue of $130 million to $150 million for 2020.
Patents — 1 CPC-scoped to ai compute (physical-AI-relevant classes)
ai compute · 🇺🇸 United States · NASDAQ: AMD · 294 sources · 9 products · 2070 patents
$34.6Brevenue · FY2025 · USD$816.8B mkt cap
Advanced Micro Devices, Inc. (AMD) is a US semiconductor company producing CPUs, GPUs and the Instinct MI-series AI accelerators, alongside EPYC server processors; headquartered in Santa Clara, California.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-06partnershipJapanese self-driving startup Turing began using AMD's AI GPUs for roughly 10% of its AI training workloads and secured investment from AMD's venture capital arm.
2026-06-26financialAMD shares were mentioned among major stocks tracked in cautious Canadian trading on June 26, 2026.
2026-06-18financialAMD is positioned to benefit from the AI capex supercycle with hyperscalers expected to spend $757 billion in 2026 and $920 billion in 2027.
2026-06-10financialAMD dropped 4.86 percent in US trading amid concerns over an AI bubble.
2026-06-09financialAMD went up 5.14 percent on sentiment that AI-related business fundamentals remain strong.
2026-06-04litigationCaprock Integrated Technologies, LLC sues Advanced Micro Devices, Inc. for patent infringement regarding 830 Patent.
2026-05-13financialAMD fell 2.29 percent on Wall Street overnight.
2025-12-31financialWe closed $17 billion in design wins in 2025, up nearly 20% year over year.
2025-10-29supply dealAMD announced a comprehensive multiyear agreement with OpenAI to deploy 6 gigawatts of Instinct GPUs with the first gigawatt of MI450 Series accelerators scheduled to start coming online in the second half of 2026.
2025-10-28partnershipAMD completed the sale of the ZT manufacturing business to Sanmina and entered a strategic partnership making Sanmina the lead manufacturing partner for Helios.
2025-06-30financialAMD delivered record revenue of $7.7 billion in Q2 2025, up 32% year-over-year.
2025-06-01capacity expansionAMD began volume production of the MI350 series ahead of schedule in June and expects a steep production ramp in the second half of the year.
2025-05-01M&AAMD entered into agreement with Sanmina Corporation to sell the ZT manufacturing business for $3 billion in cash and stock, inclusive of contingent payment, expected to close near the end of 2025.
2026-12-31financialFor the full year, free cash flow was a record $125 million, and we also made $60 million in voluntary debt payments.
2026-12-31financialFY '26 sales increased by 23% year-over-year to $890 million and EPS more than doubled to $0.54 per share.
2026-12-31product launchIn fiscal 2026, we released our first isolated gate driver specifically designed for silicon carbide transistors and are seeing strong customer interest.
2026-07-16reported edge→ Tesla physical_aisource ↗
2025-06-30product launchReleased a new 48-volt motor driver IC that results in more efficient, quieter and more reliable cooling fans for use in AI data center installations.
2025-06-30financialMade voluntary debt repayment totaling $35 million in Q1, bringing debt balance down to $310 million.
2025-06-30product launchReleased an innovative new ASIL-C current sensor this quarter specifically designed to meet the safety, efficiency and commercial needs of xEV inverters.
2025-06-30product launchReleased first U-core current sensor ICs that enable customers to use smaller magnetic cores or cordless inverter current sensor systems.
2024-07-01M&AAllegro repurchased 39 million shares from Sanken, which reduced Sanken's ownership in Allegro from 51% to 33%.
Patents — 154 CPC-scoped to physical ai (physical-AI-relevant classes)
Power electronics46
Force / torque sensors38
Lidar / ranging35
Imaging / cameras18
Electric motors13
Gears / reducers2
IMU / navigation2
Financials — multi-year, confidence 1.0 (filings)
revenue
$591M'21
$769M'22
$974M'23
$1.0B'24
$725M'25
$890M'26
operating income
$12M'21
$137M'22
$203M'23
$196M'24
$-20M'25
$43M'26
net income
$18M'21
$119M'22
$187M'23
$153M'24
$-73M'25
$-15M'26
Buys from ← 4
🇹🇼UMCfoundryL2›
🇹🇼Taiwan ManufacturingfoundryL2›
ai_computeL2›
🇨🇳SMICfoundryL2›
Supplies → 1
🇺🇸Teslaphysical_aiL2›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Amazon.com, Inc.publicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: AMZN · 182 sources · 6 products · 41 patents
$716.9Brevenue · FY2025 · USD$2.69T mkt cap
US cloud/e-commerce company; AWS is a major AI-compute buyer, and Amazon is a Figure AI investor. HQ Seattle; founded 1994.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-09capital raisedAmazon.com, Inc. closed a debt offering on July 9, 2026, issuing $24.923 billion in aggregate principal amount of notes across eight series (floating rate notes due 2029, and fixed-rate notes due 2029–2066 with rates ranging from 4.600% to 6.250%), with net proceeds of approximat
2026-06-24otherAmazon Prime Day featured gaming PC deals with discounts up to 35% on prebuilt laptops and desktops with cutting-edge graphics cards and processors.
2026-06-23product launchAmazon Prime Day sale featured gaming laptops and desktops with discounts up to 35% on top-rated devices.
2026-04-01financialAWS revenue grew 28% in the first quarter of 2026, reaching $37.6 billion, the segment's fastest growth in 15 quarters.
2026-04-01financialAmazon's custom chip unit has an annual revenue run rate above $20 billion, growing at triple-digit percentage rates year over year.
2026-04-01financialAmazon's chip business has $225 billion in revenue commitments for Trainium chips.
2026-02-02otherAmazon is cutting 84 jobs in Seattle and Bellevue across engineering, recruiting, software development, and product management roles.
2026-01-01capacity expansionAmazon announced plans to deploy more than 1 million Nvidia GPUs starting in 2026.
2026-01-01financialAmazon expects about $200 billion in capital expenditures across the company in 2026.
2026-01-01product launchAmazon's Trainium3 AI accelerator chips started shipping at the beginning of 2026 and are nearly fully subscribed.
2026-01-01capacity expansionAmazon plans to deploy more than 1 million Nvidia GPUs starting in 2026.
2025-12-31financialFull year operating cash flow increased to $139.5 billion in 2025, up 20% year over year.
2025-12-31capacity expansionAWS added more than one gigawatt of capacity in Q4 2025 and added more data center capacity than any other company in the world in 2025.
2026-06-16partnershipAmkor Technology entered into a 10-year partnership with TSMC to expand advanced semiconductor packaging and testing capabilities in Arizona.
2026-06-16partnershipAmkor announced a landmark 10-year partnership with TSMC for advanced packaging and testing services from Arizona operations.
2026-04-27financialAmkor reported record first-quarter 2026 revenue of $1.7 billion, up 27% year-over-year, with advanced product revenue climbing to $1.4 billion.
2025-10-29capacity expansionThe Arizona campus will include 750,000 square feet of clean room space and create up to 3,000 high-quality jobs, with Phase 1 construction expected to be completed in mid-2027 and production beginning in early 2028.
2025-10-29capacity expansionAmkor marked a major milestone with the groundbreaking of a new advanced packaging and test campus in Arizona with total projected investment increased to $7 billion.
2025-10-29financialThird quarter 2025 revenue was $1.99 billion with 31% sequential growth and 7% year-on-year growth.
2025-10-29executive changeGiel Rutten announced his retirement from Amkor at the end of 2025, with Kevin Engel as his successor.
2025-10-29financial2025 CapEx forecast has increased to $950 million, up from $850 million to support expanded investment in the Arizona campus.
2024-12-31financialAmkor secured $407 million in CHIPS funding to support its planned Arizona facility.
2024-12-31financialAdvanced SiP reached a record of $3.1 billion in 2024.
2024-12-31financialThe Computing end market reached a record of $1.2 billion driven by growth in ARM-based PCs and 2.5D technology for AI GPUs.
2024-12-31partnershipAmkor expanded its partnership with TSMC to support Advanced Packaging in the US.
2024-12-31partnershipAmkor expanded its partnership with Infineon to support power modules in Europe.
2024-12-31capacity expansionAmkor qualified its new Vietnam facility and ran production for system and package and memory devices.
2024-07-18regulatoryAmkor aligned on a nonbinding preliminary memorandum of terms with the US Department of Commerce for up to $400 million in grants under the CHIPS and Science Act to support building a new facility in Arizona.
Patents — 165 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-02otherAnalog Devices entered into a 364-day revolving credit facility with Bank of America as administrative agent and multiple co-documentation agents (Citibank, JPMorgan Chase, Morgan Stanley, Barclays, BNP Paribas) for $3.0 billion in aggregate principal amount, expiring July 1, 202
2026-07-01partnershipAnalog Devices formed a 50:50 joint venture with MEIL to invest USD 300-500 million in physical intelligence systems over three to four years.
2026-07-01partnershipAnalog Devices formed an equal joint venture with Megha Engineering & Infrastructures to deploy Physical Intelligence solutions in India with $300-500 million investment over three years.
2026-07-01partnershipAnalog Devices formed a 50:50 joint venture with MEIL focused on physical intelligence machines that learn from the real world, planning USD 300-500 million investment over three to four years.
2026-07-01partnershipAnalog Devices founder and CEO Alex Kipman signed a memorandum of understanding with MEIL to form a joint venture for developing physical intelligence technologies for India, with a focus on intelligent infrastructure and traffic management systems.
2026-07-01partnershipAnalog Devices announced a strategic partnership with Megha Engineering & Infrastructures Limited (MEIL) to create India's first city-scale Physical Intelligence grid starting in Hyderabad.
2026-07-07partnershipApplied Materials is working with GlobalFoundries, Qualcomm Technologies, and EssilorLuxottica to help move intelligent optical systems toward broader commercialization.
2026-07-07product launchApplied Materials introduced its SENZ integrated ambient visual platform for AI-powered smart glasses combining waveguide optics, light engines, vision correction, and electronic dimming into a single integrated system.
2026-06-18financialApplied Materials is positioned to benefit from the AI capex supercycle as a production technology equipment supplier.
2026-06-17product launchApplied Materials unveiled SENZ, an integrated ambient visual platform designed to accelerate the development of AI-powered smart glasses.
2026-06-17partnershipApplied Materials established strategic collaborations with GlobalFoundries for large-scale waveguide fabrication, Qualcomm Technologies for AI-powered integration, and EssilorLuxottica to advance the commercialization of intelligent optical systems.
2026-03-01capacity expansionApplied Materials' new flagship R&D facility, the EPIC Center in Silicon Valley remains on track to begin operations in spring 2026.
2026-02-05US20260038137IMAGE SIMULATION FOR SEMICONDUCTOR EXAMINATION
2026-01-29US20260030090SUBSTRATE DEFECT ANALYSIS BASED ON MULTIPLE DATA TYPES
2026-01-22US20260023332PHYSICS INFORMED ARTIFICIAL INTELLIGENCE FOR DYNAMIC SYSTEMS IN SEMICONDUCTOR MANUFACTURING
2026-01-22US20260026296AUTOMATIC CREATION OF AN IMAGING RECIPE
2025-12-25US2025391114ALGORITHM FOR 3D RECONSTRUCTION OF DIAGONALLY CUT SEMICONDUCTOR LOGIC STRUCTURE
2025-12-11US2025378138SYSTEM AND METHOD FOR CHAMBER MATCHING USING PHASE-BASED SCORING
2025-12-04US2025370426METHODS FOR TROUBLESHOOTING SUBSTRATE DEFECTS USING MACHINE LEARNING
2025-10-09US2025315565PROCESS RECIPE TRANSFER AND CHAMBER MATCHING BY MODELING
2025-10-09US2025315585MODIFYING A CURVILINEAR PATTERN IN A DESIGN LAYOUT OF A SEMICONDUCTOR SPECIMEN
2025-10-02US2025307499MITIGATION OF SUBSTRATE DEFORMATION IN DEVICE MANUFACTURING USING MACHINE LEARNING SYSTEMS AND TECHNIQUES
2025-08-21US2025265697REGISTRATION BETWEEN AN INSPECTION IMAGE AND A DESIGN IMAGE
2025-07-03US2025216347NONDESTRUCTIVE ESTIMATION OF STRUCTURAL PROPERTIES OF A SPECIMEN VIA X-RAY MODELLING BASED ON SIMULATIONS AND GROUND TRUTH MEASUREMENTS
2025-05-22US2025165591METHODS AND MECHANISMS TO PERFORM AUTOMATED CLASSIFICATIONS OF ANOMALOUS TRACE SHAPES
2025-05-22US2025167027CLOSED LOOP CONTROL SYSTEM TO MONITOR INSIDE PARAMETERS OF A SUBSTRATE CARRIER
Aptiv is an Ireland-domiciled automotive technology supplier providing ADAS, automated driving platforms, vehicle electrical architectures, and connectivity solutions; it was spun off from Delphi Automotive in 2017.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-04-01M&ADuring the quarter, we finalized the leadership team for our electrical distribution systems business, which remains on track to spin out as Versagen on April 1, under the leadership of Joe Liatine.
2026-03-31M&AThe first quarter concluded with the successful completion of the separation of our Electrical Distribution Systems business into a new independent public company, Versigent.
2025-04-01financialWe completed our $3 billion accelerated share repurchase program on April 1st, which reduced our share count by 18%, bringing the percentage of shares retired over the last 12 months to 20%.
2024-07-30financialAptiv announced a new $5 billion share repurchase authorization, which includes a $3 billion accelerated share repurchase plan commencing the day after the call.
2022-01-11M&AAptiv acquired Wind River Systems
Patents — 676 CPC-scoped to physical ai (physical-AI-relevant classes)
Lidar / ranging429
Imaging / cameras68
IMU / navigation45
Computing39
Power electronics35
Batteries30
Robotics / manipulators23
Electric motors4
Force / torque sensors2
Bearings1
Financials — multi-year, confidence 1.0 (filings)
revenue
$14.4B'18
$14.4B'19
$13.1B'20
$15.6B'21
$17.5B'22
$20.1B'23
operating income
$1.6B'18
$1.4B'19
$851M'20
$1.1B'21
$1.3B'22
$1.6B'23
net income
$1.1B'18
$990M'19
$1.8B'20
$590M'21
$594M'22
$2.9B'23
Buys from ← 1
🇺🇸TeslahumanoidL250›
Supplies → 1
🇨🇳BYDphysical_aiL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Secure Connectivity SolutionsMotor Control UnitsElectrical Architecture SolutionsVehicle-to-Everything (V2X) TechnologyAdvanced Driver Assistance Systems (ADAS)Infotainment SystemsAutomated Driving Platform
Arm HoldingspublicProduct-grade
ai compute · 🇬🇧 United Kingdom · NASDAQ: ARM · 251 sources · 8 products · 49 patents
$4.9Brevenue · FY2026 · USD$278.8B mkt cap
Arm Holdings is a UK-based semiconductor IP company, founded in 1990, that designs and licenses CPU architectures such as Cortex-A/R/M and GPU technology (Mali), majority-owned by SoftBank Group.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-09-14product launchArm Holdings completed its initial public offering on September 14, with share prices popping nearly 25% on the first day of trading.
2026-07-16regulatoryArm CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans.
2026-07-16partnershipArm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips.
2026-07-16product launchArm CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product.
2026-07-13financialArm Holdings fell in the Nasdaq Composite Index on July 13.
2026-07-09financialArm Holdings stock soared 224.4% in the first half of 2026, reaching a market cap of $350 billion as of July 9, 2026.
2026-06-30financialArm Holdings stock soared 224.4% through the first half of 2026.
2026-05-07financialArm Holdings reported fiscal Q4 revenue of $1.24 billion, up 34% year-over-year, with adjusted EPS of $0.55 versus $0.36 in the prior year.
2026-05-06financialCustomer demand for Arm's AGI CPU across fiscal 2027 and fiscal 2028 exceeded $2 billion as of May 6, 2026, more than double the amount discussed at launch.
2026-03-31financialArm's fiscal 2026 revenue was up 23% year over year to $4.92 billion, comprising royalty revenue of $2.61 billion and licensing revenue of $2.31 billion.
2026-03-31product launchArm's AGI CPU, developed with Meta Platforms as the lead partner, was launched in late March 2026 and designed for agentic AI data centers.
2025-12-31product launchArm Holdings is set to launch AI chips by late 2025.
2025-06-30financialNVIDIA owned 1.1 million shares of Arm Holdings valued at $178.1 million at the end of Q2 2025.
2025-06-09otherArm Holdings CEO Rene Haas attended a White House roundtable on Trump's investment account initiative for newborn babies.
2025-06-04product launchArm Holdings announced a major rebranding initiative retiring the Cortex brand and confirmed plans to enter the chip design space as a strategic pivot.
2025-04-08financialArm Holdings stock more than doubled since the U.S.-Iran ceasefire agreement on April 8.
2025-03-31financialWe delivered record royalty of $607 million this quarter.
2025-03-31partnershipWe signed a large multi-year agreement with the Malaysian government to accelerate the development of an Arm-based AI ecosystem in the country.
2025-03-31financialLicensing revenue hit an all-time high of $634 million.
2025-03-31financialFor the full year, revenue topped $4 billion and royalty revenue surpassed $2 billion, also a first.
2026-03-31financialTrailing 12-month royalties was $7.9 million, 67% higher year over year, setting a new record high.
2026-03-31financialWe ended the quarter with $41.9 million in cash, cash equivalents and investments, and we have no financial debt.
2026-03-31financialTotal revenue for the first quarter was $22.9 million up 39% year over year and above the top end of our guidance range.
2026-03-31financialAt the end of the first quarter, ACV plus royalties was $92.8 million up 39% year over year. Above the top end of our guidance range and at a new record high.
2026-03-31financialRemaining Performance Obligations, or RPO, which is our contract future revenue at the end of the first quarter totaled $118 million, 33% higher year over year and another record high for Arteris.
2026-03-31financial2026 was a robust quarter for Arteris, as we reached another record annual contract value plus royalties of 92.8 million representing a 39% year on year increase.
2026-01-14M&AOn January 14, we closed the acquisition of Cycuity, a leading provider of semiconductor cybersecurity assurance products.
2025-12-31financialRemaining performance obligations, or RPO, which is our contracted future revenue at the end of the fourth quarter totaled $117 million, representing a 32% year-over-year increase.
2025-12-31financialIn the fourth quarter of 2025, we achieved yet another record annual contract value plus royalties of $83.6 million, which represents a 28% year-on-year increase.
2025-12-31financialTotal revenue for the fourth quarter was $20.1 million, up 16% sequentially and 30% year-over-year.
2025-12-31financialFor the full year 2025, total revenue was $70.6 million, 22% higher year-over-year.
2025-12-31financialWe ended the year with $59.5 million in cash, cash equivalents and investments, and we have no financial debt.
2025-09-30partnershipNanoXplore, a provider of radiation hardened silicon technology serving the aerospace, defense, avionics and industrial markets, licensed FlexGen's Smart NoC IP to address the demanding mission-critical computing requirements in space.
2025-09-30financialTrailing 12-month variable royalties was 36% higher year-over-year.
2025-09-30financialRemaining performance obligations at the end of the third quarter was $104.7 million, representing a 34% year-over-year increase, a new high and exceeding the $100 million milestone for the first time.
2025-09-30partnershipArteris announced an expanded collaboration with Alibaba Damo Academy, enabling better integration and optimize performance between the RISC-V CPU cores and Arteris data movement system IPs.
2025-09-30partnershipAltera selected Arteris technology portfolio to streamline design workflows, optimize data movement and enable intelligent computing across data center, communications, vision, industrial applications, robotics, aerospace and defense applications.
2025-09-30supply dealAMD licensed the Smart NoC IP to provide high-performance data transport in AI chiplets across AMD's broad portfolio from data centers to edge devices, and in the third quarter, AMD has ordered additional incremental licenses.
2025-09-30financialIn the third quarter of 2025, Arteris achieved a record annual contract value plus royalties of $74.9 million, resulting in 24% year-over-year growth.
2025-09-30partnershipArteris joined the Ultra Accelerator Link Consortium, or UALink, with other companies including AMD, Astera Labs, AWS, Cisco, Google, HP Enterprise, Intel, Meta and Microsoft.
2026-07-15financialASML reported €9.3 billion in second-quarter net sales, net income of €2.9 billion, and raised full-year 2026 revenue guidance to €43-45 billion from €36-40 billion.
2026-07-15product launchIntel Foundry is using ASML High-NA EUV technology on the Intel 18A process node to produce a subset of its Intel Core Ultra Series 3 processors.
2026-07-15capacity expansionASML announced plans to increase EUV lithography system production by 30% for 2027 and is investigating a further 30% increase for 2028, with similar expansion targets for deep ultraviolet immersion lithography.
2026-07-15financial reportASML reported Q2 2026 total net sales of €9.3 billion and net income of €2.9 billion, and increased its 2026 outlook to total net sales between €43 billion and €45 billion with gross margin between 54% and 56%.
2026-03-31financialASML reported quarterly revenue of €8.77 billion and net profit of €2.76 billion for the quarter ending March 31, 2026, compared to €7.74 billion revenue and €2.36 billion net profit in the prior year.
2025-12-31financialEUV revenue grew 39% in 2025 compared to 2024.
2025-12-31financialASML generated 32.7 billion euros (almost $37 billion) in net sales for full-year 2025, up 15% from the year before.
2025-12-31financialASML's installed base business revenue reached EUR 8.2 billion in 2025, growing 26%.
2025-12-31financialASML achieved EUR 32.7 billion in net revenue for full year 2025 with 52.8% gross margin.
2025-07-16financialWith respect to installed base management, the upgrade business has been strong in the first half of the year as we completed most of the productivity upgrades on the NXE:3800E systems in the field to bring them to full specification.
2025-07-16financialWe expect installed base management revenue to grow more than 20% over last year.
2025-07-16financialNet system sales were at EUR 5.6 billion, which includes EUR 2.7 billion from EUV sales and EUR 2.9 billion from non-EUV sales.
2025-07-16financialIn the second quarter of 2025, total net sales were EUR 7.7 billion, which is at the upper end of our guidance, primarily due to revenue recognition of one High NA system and additional upgrade business.
2025-07-16capacity expansionWe expect our advanced customers to add about 30% more EUV capacity compared to 2024.
2025-07-16financialInstalled Base Management sales for the quarter came in above the guidance at EUR 2.1 billion.
2025-07-16capacity expansionThe higher productivity of the NXE:3800E means that we can address that capacity increase with about the same number of systems as in 2024, but with higher ASP and improved gross margin.
2025-07-16product launchThis quarter, we also shipped and commenced the install of the first EXE:5200B system, which is intended to support the High NA technology insertion into high-volume manufacturing.
2025-07-16financialIn line with our 2024 Capital Market Day, we expect a 2030 revenue opportunity between EUR 44 billion and EUR 60 billion with gross margin expected between 56% and 60%.
2025-07-16otherWith respect to China business, revenue is expected to account for over 25% of total revenue this year, as it moderates to more closely represent its proportion of the backlog.
2025-07-16financialGross margin for the quarter was above guidance at 53.7%, driven by an increase in upgrade business, one-off items resulting in lower cost and lower-than-expected impact from tariffs.
Patents — 89 CPC-scoped to ai compute (physical-AI-relevant classes)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
High-NA EUV systems (NXE:3400B)EUV lithography systems (NXE series)DUV lithography systems (Twinscan series)Inspection and metrology systemsArF immersion systems
Astera LabspublicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: ALAB · 53 sources · 6 products · 58 patents
$853Mrevenue · FY2025 · USD$54.8B mkt cap
PCIe/CXL connectivity
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2024-12-31capacity expansionAstera Labs increased headcount in 2024 by nearly 80% to 440 full-time employees.
2024-12-31financialFull year 2024 revenue was $396 million, up 242% year-over-year.
2024-10-01partnershipAstera Labs has joined the Ultra Accelerator Link, UALink Consortium as a promoting member on the Board of Directors, along with industry-leading hyperscalers and AI platform providers.
2024-10-01product launchAstera Labs announced its fourth product line, the Scorpio Smart Fabric Switch family, which expands its mission of solving increasingly complex connectivity challenges within AI infrastructure.
2024-09-30capacity expansionNon-GAAP operating expenses for Q3 were $51.2 million, up from $41.1 million in the previous quarter, driven by greater-than-expected hiring conversion during the quarter as we aggressively pushed to support additional commercial opportunities.
2024-09-30financialAstera Labs delivered record quarterly revenue of $113.1 million in Q3 2024, up 47% versus the previous quarter and 206% higher than Q3 2023.
2024-06-30product launchWe have started shipping initial quantities of preproduction orders of our PCIe Gen 6 solution, Aries 6.
2024-06-30financialNon-GAAP operating margin was 24.4%, and we delivered $0.13 of non-GAAP diluted earnings per share.
2024-06-30capacity expansionDuring the quarter, we expanded our Cloud-Scale Interop Lab to Taiwan and announced the opening of a new R&D center in India.
2024-06-30financialRevenue in Q2 was $76.9 million up 18% from the previous quarter and up 619% from the same period in 2023.
2024-06-30product launchOur 400-gig Taurus Ethernet SCMs have shifted into volume production, with an expected ramp through the back half of 2024.
2024-06-30executive changeWe also announced the appointment of Bethany Mayer to our Board of Directors, bringing additional strategic leadership to the company.
2024-06-30product launchIn June, we announced the industry's first demonstration of end-to-end PCIe optical connectivity to provide unprecedented reach for larger GPU clusters.
2024-06-30financialOperating cash flow generation was also strong during the quarter, coming in at $29.8 million.
Patents — 58 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-08capacity expansionBroadcom will receive $1.5 billion investment in its manufacturing facility in Fort Collins, Colorado.
2026-07-08partnershipBroadcom confirmed an expanded, multi-year partnership with Apple exceeding $30 billion for custom silicon components and wireless technologies through 2031.
2026-07-08capacity expansionBroadcom will invest $1.5 billion to expand its production facility in Fort Collins, Colorado as part of the Apple supply agreement.
2026-07-08supply dealBroadcom extended its Apple supplier contract to 2031, including a deal to develop custom chips for future Apple products.
2026-07-07financialBroadcom benefits from highly lucrative custom silicon networking contracts and absorbed significant collateral damage from the semiconductor sector sell-off.
2026-07-06otherBroadcom Inc. and Apple Inc. agreed to expand their technology collaboration through 2031 by entering into new multi-year long-term agreements for Broadcom to develop and supply custom ASIC silicon products for multiple generations of Apple products.
2026-07-06supply dealBroadcom extended its silicon supply partnership with Apple through 2031, securing a long-term agreement for custom ASIC chip development and supply.
2026-06-30litigationG98 Networks LLC sues Broadcom Inc. for patent infringement regarding 830 Patent.
2026-06-25product launchBroadcom and OpenAI unveiled their custom AI inference chip named 'Jalapeño,' designed to match NVIDIA's Blackwell and Google's TPUs in speed and efficiency.
2026-06-25design-win→ Microsoft custom_asicsource ↗
2026-06-18financialBroadcom is positioned to benefit from the AI capex supercycle with strong earnings growth from hyperscaler spending.
2026-06-12executive changeKirsten Spears, Chief Financial Officer, will be retiring June 12, with Amie Thuener as incoming Chief Financial Officer.
2026-06-10financialBroadcom slid 5.12 percent in US trading amid concerns over an AI bubble.
2026-06-10financialBroadcom lost 1.12 percent on disappointing earnings forecast.
2026-06-05financialBroadcom tumbled more than 12 percent after the US chipmaker's quarterly results and outlook for AI-related revenue fell short of investors' expectations.
2026-04-01partnershipIn April, Broadcom entered into a long-term agreement with Google to develop and supply multiple generations of TPUs and AI networking.
2026-04-01partnershipIn April, Broadcom announced a partnership with Meta to deliver multiple generations of MTIA XPUs with expected deployment of 3 gigawatts through the end of 2028.
2027-01-01regulatoryThe US Defense Department placed BYD under a battery-procurement restriction that bars the Pentagon from buying its batteries, effective in 2027.
2026-06-08regulatoryPentagon designated BYD, China's top electric-vehicle company, as supporting the Chinese military on the 1260H list.
2026-06-16partnershipCadence announced an expanded collaboration with Hewlett Packard Enterprise to accelerate data center modernization through digital twin technology.
2026-06-12financialCadence Design Systems has a gross margin of 87.1% and a free cash flow margin of 25.9%, trading at $387 per share or 16.6x forward price-to-sales.
2026-06-09partnershipCadence Design Systems announced a multi-year Design Technology Co-Optimization partnership with Intel Foundry aimed at Intel 14A.
2026-06-09partnershipCadence Design Systems announced a Design Technology Co-Optimization collaboration with Intel Foundry on a multiyear project targeting Intel 14A process node.
2026-06-09financialStifel increased its price target for Cadence Design Systems from $395 to $432 and maintained its Buy rating.
2026-06-08partnershipCadence announced an expanded multi-year partnership with Intel Foundry focused on Design Technology Co-Optimization (DTCO) for Intel's upcoming process nodes beginning with Intel 14A.
2026-06-01product launchCadence Design Systems launched the first fully autonomous virtual engineer for semiconductor development at Computex 2026, running in NVIDIA OpenShell runtime environment.
2026-05-31product launchCadence is using NVIDIA OpenShell to secure its ChipStack AI Super Agent, a fully autonomous AI engineer that executes chip design and verification.
2026-04-27financialCadence reported Q1 fiscal 2026 revenue of $1.47 billion, up 19% year-over-year, exceeding analyst forecasts of $1.45 billion.
2026-04-27financialCadence reported non-GAAP earnings per share of $1.96 in Q1 fiscal 2026, up 25% year-over-year, ahead of consensus estimate of $1.89.
2026-02-23financialJim Cramer recommended Cadence Design Systems as a hold with a buy recommendation if the stock price declines, praising the company's performance after strong quarterly results.
2026-02-01M&ACadence completed its €2.7 billion acquisition of Hexagon's Design & Engineering business in February 2026 to unify semiconductor design with mechanical simulation.
2025-12-31financialCadence finished 2025 with a record backlog of $7.8 billion.
2025-12-31financialCadence delivered 14% revenue growth and 45% operating margin for 2025.
2025-07-04financialWe expect the One Big Beautiful Bill Act to decrease Cadence's United States federal tax payments for the remainder of fiscal 2025 by approximately $140 million.
2024-09-18financialCadence Design Systems stock closed at $269.69, down 1.86% from the previous trading session on September 18, 2024.
2024-07-23financialCadence updated 2024 revenue guidance to $4.6 billion to $4.66 billion, representing over 13% year-over-year growth.
2024-07-23capacity expansionCadence is ramping up production capacity for its Palladium Z3 and Protium X3 emulation and prototyping systems in response to strong demand.
2024-06-30M&ACadence completed the acquisition of BETA CAE in Q2 2024 to expand its Multiphysics platform.
2024-06-30financialCadence delivered Q2 2024 total revenue of $1.061 billion with GAAP operating margin of 27.7% and non-GAAP operating margin of 40.1%.
Patents — 531 CPC-scoped to ai compute (physical-AI-relevant classes)
physical ai · 🇨🇳 China · SZSE: 300750 · 40 sources · 6 products · 13 patents
$59.0Brevenue · FY2025 · USD
CATL (Contemporary Amperex Technology Co., Ltd.) is a Chinese manufacturer of lithium-ion batteries, producing LFP and NCM cells, sodium-ion batteries, and energy storage systems for EVs and grid applications. Founded in 2011, it is headquartered in Ningde, Fujian, and is publicly listed.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2027-01-01regulatoryThe US Defense Department placed CATL under a battery-procurement restriction that bars the Pentagon from buying its batteries, effective in 2027.
2026-07-14financialCATL CEO Robin Zeng topped Forbes China's 2026 Best CEOs List with an estimated fortune of $57 billion.
2026-07-09financialGoldman Sachs forecasts 50% jump in CATL's share price over the next 12 months driven by energy storage system business growth.
2026-07-09supply dealCATL will supply 0.5 GWh of CB7T0 LFP cells and L324D06 battery pack platform to Energy In Motion for electric heavy commercial vehicles in India.
2026-07-07otherCATL pre-registered as an exhibitor for IAA MOBILITY 2027.
2026-07-06M&ACATL acquired a strategic 20 percent stake in CarbonScape, a New Zealand-based company that converts forestry byproducts into graphite for lithium batteries.
2026-06-20supply dealCATL booked 5.4 GWh of orders in the first two weeks of June 2026, including a 3 GWh system with Finland's Merus Power for the Nordic region and 2.4 GWh for Australia's Edify Energy.
2026-06-17capacity expansionCATL's Jianxiawo lithium mine in Yichun, Jiangxi province passed preliminary land pre-review and will produce approximately 46,000 tons of lithium carbonate annually.
Patents — 13 CPC-scoped to physical ai (physical-AI-relevant classes)
Other13
Financials — multi-year, confidence 1.0 (filings)
revenue
$4.5B'18
$6.6B'19
$7.4B'20
$19.2B'21
$48.5B'22
$59.3B'23
$53.4B'24
$59.0B'25
operating income
$631M'18
$834M'19
$1.0B'20
$2.9B'21
$5.4B'22
$7.9B'23
$9.5B'24
$13.2B'25
net income
$513M'18
$660M'19
$810M'20
$2.3B'21
$4.5B'22
$6.5B'23
$7.5B'24
$10.7B'25
Buys from ← 1
🇨🇳GalbothumanoidL250›
Supplies → 2
🇺🇸Teslabatteries→ PowerwallL350›
🇨🇳GalbotbatteriesL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
LFP (Lithium Iron Phosphate) Cells/PacksNCM (Nickel Cobalt Manganese) Cells/PacksCATL Blade BatteryBattery Management System (BMS)Sodium-ion BatteryEnergy Storage Systems (ESS)
China Rare Earth Group Co., Ltd.state_ownedRelationships + financials
physical ai · 🇨🇳 China · 8 sources · 0 products
$470Mrevenue · FY2025 · USD$48.3B mkt cap
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-03-02financialCoherent received a $2 billion equity investment from NVIDIA announced on March 2, 2026.
2026-03-02partnershipNVIDIA announced a $2 billion equity investment in Coherent with a multiyear supply agreement extending through the end of the decade for CPO-related products.
2026-01-31M&ACoherent closed the sale of its Munich, Germany product division at the end of January 2026.
2025-09-01M&AWe completed the sale of our Aerospace and Defense business at the beginning of September.
2025-08-01M&ACoherent announced an agreement to sell its Aerospace and Defense business for $400 million, expected to close this quarter.
2025-08-01capacity expansionCoherent tripled indium phosphide capacity year-over-year and will begin production this month of a new 6-inch indium phosphide line in Sherman, Texas facility, described as the world's first 6-inch indium phosphide production platform.
2025-08-01partnershipCoherent entered into a new multiyear agreement with Apple for a new generation of VCSEL products that support Apple's iPhone and iPad products, with revenue expected to begin in the second half of calendar 2026.
2025-06-30product launchCoherent began initial revenue shipments of its new Optical Circuit Switch in fiscal Q4.
2025-06-30financialFull year revenue increased by approximately 23% year-over-year to a record $5.81 billion.
2025-06-30product launchCoherent began initial revenue shipments of its new 1.6T Transceivers in Q4 and expects 1.6T volumes to ramp throughout the balance of calendar year with more meaningful revenue contribution in calendar 2026.
2025-03-01product launchAt the Optical Fiber Communications Conference in March, we introduced many new optical networking products and technologies with six of our products receiving awards.
Patents — 29 CPC-scoped to ai compute (physical-AI-relevant classes)
2025-12-31financialDisplay segment net income expected to be $900 million to $950 million in 2025 with net income margin of 25%, consistent with the last five years.
2024-12-31financialFull year 2024 free cash flow was $1.25 billion, up 42% versus prior year.
2024-06-01product launchWe introduced new GenAI products in June of 2024 and launched the first outside plant deployment of Corning's new GenAI fiber and cable system.
🇺🇸NVIDIAadvanced_packaging→ Data center GPUs / AI acceleratorsL350›
🇺🇸Amazonadvanced_packagingL2›
🇺🇸Broadcomadvanced_packagingL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
SMF-28e® Ultra and SMF-28e® Contour fibersClearCurve® ultra-bendable fiberEvolv™ platformLEAF® optical fiberSMF-28e+™ single-mode optical fiberRocketRibbon® and miniXtend® cable portfoliosClearCurve® ultra-bendable single-mode fiberVascade® optical fibersCentrix platformSMF-28e® ULL and TXF® fiber
Credo TechnologypublicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: CRDO · 68 sources · 10 products · 23 patents
$1.3Brevenue · FY2026 · USD$38.8B mkt cap
Credo Technology is a US semiconductor company providing high-speed connectivity products for data centers, including SerDes chiplets, active electrical cables, optical DSPs, and retimers. Founded in 2008, it is publicly listed on Nasdaq.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
🇺🇸NVIDIAswitch_silicon→ Data center GPUs / AI acceleratorsL350›
🇺🇸Amazonswitch_silicon→ Amazon Web Services (AWS)L350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
ZeroFlap (ZF) Active Electrical CablesRetimersSerDes ChipletsOmniConnectSerDes IPZeroFlap (ZF) Active Electrical Cables (AECs)Retimers and DSPsZeroFlap OpticsPILOTDSPs
2026-07-24disclosureDoosan Robotics will hold an IR conference call on July 24, 2026 at 16:00 to present Q2 2026 financial results and conduct Q&A with securities analysts.
2026-07-24financial reportDoosan Robotics announced advance notice of financial results disclosure for the fiscal period from January 1, 2026 to June 30, 2026, with results scheduled for public disclosure on July 24, 2026.
2026-06-17financialKorea Eximbank will provide $110 million in financing for Doosan's planned copper clad laminate production facility in Thailand.
2026-06-17capacity expansionDoosan plans to construct a high-end CCL production facility at Araya Industrial Park in Thailand scheduled to begin construction in 2026.
2026-06-08disclosureDoosan Robotics announced the scheduling of investor relations/corporate briefing.
2026-06-02financialDoosan Robotics jumped 20.45 percent to 166,700 won on expectations of potential AI partnerships with NVIDIA.
2026-06-02financialDoosan Robotics surged 20.45 percent to close at 166,700 won following Nvidia CEO's expressed interest in investing in Korea's robotics industry.
2026-06-30financialAnnounced a 1.2 trillion-won rights offering on June 30 to expand its nickel smelting business in Indonesia.
2025-12-31capacity expansionCompleted a cathode materials plant in Debrecen, Hungary, with an annual production capacity of 54,000 tons to serve the European electric vehicle market in 2025.
2025-12-31financialAnnual sales surged from 99.8 billion won in 2016 to 2.5 trillion won in 2025, an increase of more than 25-fold.
2026-07-15dividendEntegris, Inc. declared a quarterly cash dividend of $0.10 per share, payable on August 19, 2026 to shareholders of record on July 29, 2026.
2026-05-18executive changeSukhi Nagesh has been appointed as Chief Financial Officer, effective May 18, 2026.
2025-07-17otherOn July 17, we opened our new state-of-the-art Korea Technology Center, an opening that also coincided with our 35th year of doing business in Korea.
2024-12-31capacity expansionNew facility in Kaohsiung, Taiwan has completed qualifications for drums, tubing, deposition materials, and liquid filters, with most remaining critical product qualifications expected by end of 2025.
2024-12-31capacity expansionColorado site received $77 million in funding under the Chips and Science Act with tools moving into facility and customer qualifications expected in second half of 2025.
2024-12-31regulatoryLatest restrictions on sales to China estimated to result in annual incremental loss of revenue of $30 million to $40 million in 2025.
2024-12-31executive changeBill Seymour, VP of IR and Communications, announced his decision to leave Entegris to pursue a new opportunity at the end of Q1.
2024-12-31financialPaid down almost $625 million of debt in 2024, with $2 billion of total debt paid down since CMC acquisition close in July 2022.
2024-12-31financialGross debt was $5.7 billion and net debt was approximately $3.7 billion at end of year with gross leverage at 4.3 times and net leverage at 4 times.
2026-07-14financialEoptolink Technology ranked No. 4 on Forbes China's 2026 Best CEOs List, producing optical modules for data broadband, telecommunications, and data center industries.
2025-11-11design-win→ Microsoft optical_modulessource ↗
Patents — 9 CPC-scoped to ai compute (physical-AI-relevant classes)
Other9
Financials — multi-year, confidence 1.0 (filings)
revenue
$115M'18
$169M'19
$295M'20
$430M'21
$490M'22
$457M'23
$1.3B'24
$3.7B'25
operating income
$5M'18
$35M'19
$83M'20
$112M'21
$152M'22
$116M'23
$475M'24
$1.6B'25
net income
$5M'18
$31M'19
$73M'20
$97M'21
$134M'22
$101M'23
$420M'24
$1.4B'25
Buys from ← 1
🇺🇸Broadcomcustom_asicL250›
Supplies → 3
🇺🇸NVIDIAoptical_modules→ Data center GPUs / AI acceleratorsL350›
🇺🇸Amazonoptical_modulesL250›
🇺🇸Microsoftoptical_modules→ Microsoft AzureL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Estun AutomationpublicProduct-grade
physical ai · 🇨🇳 China · SZSE: 002747 · 3 sources · 3 products · 33 patents
$680Mrevenue · FY2025 · USD$4.9B mkt cap
Estun Automation is a Chinese manufacturer of industrial robots and motion control components, including servo drives and motors, based in Nanjing. The company is publicly listed on the Shenzhen Stock Exchange.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
ER Series Industrial RobotsEMG Servo MotorsEC Series Servo Drives
EVE EnergypublicProduct-grade
physical ai · 🇨🇳 China · SZSE: 300014 · 30 sources · 0 products · 2013 patents
$9.1Brevenue · FY2025 · USD$16.6B mkt cap
EVE Energy is a China-based manufacturer of lithium batteries for electric vehicles, energy storage, and consumer electronics, founded in 2001 and headquartered in Huizhou. It is publicly listed in China.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Patents — 2013 CPC-scoped to physical ai (physical-AI-relevant classes)
Batteries1966
Other18
Computing12
Power electronics10
Force / torque sensors4
Robotics / manipulators3
Financials — multi-year, confidence 1.0 (filings)
revenue
$658M'18
$928M'19
$1.2B'20
$2.5B'21
$5.4B'22
$7.2B'23
$6.8B'24
$9.1B'25
operating income
$92M'18
$237M'19
$285M'20
$456M'21
$518M'22
$715M'23
$693M'24
$464M'25
net income
$86M'18
$220M'19
$244M'20
$451M'21
$516M'22
$599M'23
$601M'24
$611M'25
Supplies → 1
🇺🇸Teslabatteries→ PowerwallL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
FANUC CorporationpublicProduct-grade
physical ai · 🇯🇵 Japan · TSE: 6954 · 46 sources · 2 products · 2142 patents
$5.3Brevenue · FY2026 · USD$38.2B mkt cap
Japanese maker of CNC systems, industrial robots, robomachines and lasers; among the world's top industrial-robot and cobot makers. Founded 1972 (spun off from Fujitsu); HQ Oshino-mura, Yamanashi.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-06-17product launchFormFactor Inc began trading January 2028 options contracts on Nasdaq.
2026-06-12executive changeB. Riley analyst Craig Ellis upgraded FormFactor stock from Neutral to Buy on June 12 with a price target of $165.
2026-06-09financialFormFactor has received increased earnings estimates from analysts over the last 60 days, with Zacks Consensus Estimate for the current quarter rising from 55 cents to 61 cents per share.
2025-12-31financialWe used about $20 million in cash to acquire Keystone Photonics, a key element of our co-packaged optics product roadmap.
2025-12-01acquisitionWe recently made an important strategic initiative to our optical test capabilities with the December acquisition of Keystone Photonics.
2025-10-29financialFormFactor's fourth quarter 2025 guidance projects revenues of $210 million, plus or minus $5 million, with non-GAAP gross margins of 42%, plus or minus 150 basis points.
2025-10-29financialFormFactor's third quarter 2025 revenue was $202.7 million with non-GAAP gross margins of 41%, up 250 basis points from 38.5% in Q2 2025, and non-GAAP EPS of $0.33.
2025-10-29capacity expansionFormFactor acquired and is developing a manufacturing facility in Farmers Branch, Texas with expected cash expenditures between $140 million and $170 million over the course of 2026, with initial capacity coming online late in 2026 and the majority coming online in 2027.
2025-08-12executive changeAric McKinnis became Chief Financial Officer on August 12, 2025.
2025-07-29financialFormFactor entered into a new $150 million revolving credit facility agreement.
2025-06-02capacity expansionFormFactor purchased a fit-for-purpose brownfield manufacturing facility in Farmers Branch, Texas for approximately $55 million.
2025-06-02capacity expansionThe Farmers Branch facility acquisition allows FormFactor to rapidly and cost effectively expand process capability and capacity beyond current manufacturing footprint.
2025-02-05acquisitionFormFactor announced acquisition of 20% stake in FICT Limited, a leading supplier of complex multi-layer organic substrates and printed circuit boards to semiconductor test and high-performance computing customers, for approximately $60 million.
2025-01-05partnershipFormFactor announced technology partnership and share purchase agreements with Advantest Corporation, the market leader in automated test equipment, building upon multi-year collaboration including FormFactor's 2020 purchase of Advantest probe-card assets.
2024-12-30financialHBM revenues for fiscal 2024 totaled $126 million, a nearly $100 million increase from fiscal 2023.
2024-12-30financialQ4 2024 revenues were $189.5 million with non-GAAP gross margin of 40.2%; full year 2024 revenues reached $764 million, up 15.2% from $663 million in fiscal 2023.
2024-10-30financialFormFactor's third quarter revenue exceeded the outlook range and set an all-time record of $207.9 million.
2024-10-30partnershipFormFactor is partnering with other suppliers on equipment needed for high volume production as co-packaged optics matures.
2024-10-30financialQ4 revenues expected of $190 million, plus or minus $5 million.
2024-10-30capacity expansionCapEx expected to be closer to the midpoint of the $35 million to $45 million range for 2024.
Patents — 15 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-01financialGlobalFoundries Inc (GFS) stock is trading at $78.40 with a 0.6% annualized dividend yield and 55% trailing twelve month volatility.
2026-06-30financialGlobalFoundries stock surged 123.5% year to date with a P/E ratio of 58.1x, trading below the semiconductor industry average of 75.5x but above its tailored fair P/E of 51.0x.
2026-06-25product launchGlobalFoundries developed radiation-hardened chips for BAE Systems designed to operate in space environments.
2026-03-01partnershipIn March, GF announced a partnership with Inova Semiconductors to deliver our robotics control reference platform that combines MIPS open risk 5 compute and mixed-signal technologies with Inova's high-speed communication links.
2025-11-01M&AGlobalFoundries acquired InfiniLink to bring valuable state-of-the-art IP and synergetic customer bases for silicon photonics.
2025-11-01M&AGlobalFoundries acquired Advanced Micro Foundry (AMF) in November 2025 to accelerate silicon photonics roadmap and broaden customer base.
2025-11-01M&AAdvanced Micro Foundry was acquired by GlobalFoundries in November of last year.
2025-08-01M&AThe acquisition of MIPS closed in August 2025.
2025-08-01M&AGlobalFoundries acquired MIPS to enable diversified and holistic technology solutions provider with expansive portfolio in physical AI.
2025-06-01capacity expansionGlobalFoundries increased commitment to invest $16 billion in the U.S. with plans to expand manufacturing and advanced packaging capabilities in New York and Vermont facilities.
2024-07-01M&AGlobalFoundries completed the acquisition of Tagore Technologies' gallium nitride power business, which includes its extensive IP portfolio and its team of GaN engineers, which closed at the beginning of July.
2022-01-01financialThe U.S. Department of Defense granted GlobalFoundries $117 million in 2022 and $8 million previously to relocate production to Malta.
Patents — 813 CPC-scoped to ai compute (physical-AI-relevant classes)
🇺🇸Navitasfoundry→ GaN power integrated circuits (ICs)L350›
🇰🇷Hyundai MotorfoundryL250›
🇺🇸CoherentfoundryL250›
🇺🇸QualcommfoundryL250›
🇯🇵TDK InvenSensefoundryL250›
🇳🇱NXP SemiconductorsfoundryL250›
🇩🇪Infineonfoundry→ Power semiconductorsL350›
🇺🇸Applied MaterialsfoundryL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
12FDX22FDX14nm FinFET8HP
Harmonic Drive Systems Inc.publicProduct-grade
physical ai · 🇯🇵 Japan · TSE: 6324 · 37 sources · 5 products · 805 patents
$367Mrevenue · FY2026 · USD$3.8B mkt cap
Japanese maker of strain-wave gearing (HarmonicDrive® precision speed reducers) and mechatronics products — rotary/linear actuators, AC servo motors and gear heads. Supplier to robot OEMs, semiconductor equipment and high-precision machinery.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
physical ai · 🇨🇳 China · NASDAQ: HSAI · 23 sources · 6 products · 895 patents
$448Mrevenue · FY2025 · USD$2.3B mkt cap
Hesai Group is a China-based, publicly listed lidar sensor manufacturer, founded in 2014, producing the Pandar and QT/XT series for autonomous vehicles and robotics applications.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-10disclosureHesai Group completed a 1-to-8 share subdivision of its Class A and Class B ordinary shares, effective July 10, 2026 on the Hong Kong Stock Exchange. Simultaneously, the ADS ratio changed from 1 ADS per Class B share to 1 ADS per 8 Class B shares, with no new ADSs issued and outs
2026-07-10disclosureHesai Group's share subdivision became effective on July 10, 2026, with corresponding adjustments made to outstanding share options and RSUs.
2026-07-08disclosureHesai Group announced the record date for its 2026 Second Extraordinary General Meeting.
2026-07-07disclosureHesai Group filed a routine monthly return of equity issuer on movements in securities for the month ended June 30, 2026, as required under SEC rules for foreign private issuers.
2026-01-01capacity expansionHesai raised 2026 lidar shipment outlook to between 3 million and 3.5 million units.
2025-12-31capacity expansionHesai is expanding domestic production capacity to two million units by the end of 2025, with new production lines beginning mass production in Q3.
2025-12-31financialHesai achieved industry first full year GAAP net income of RMB 436 million in 2025.
2025-12-31capacity expansionHesai produced over 1,000,000 LiDAR units in 2025 alone and is the first to do so globally.
2025-11-01product launchHesai launched revamped ATX lidar powered by in-house FMC500 500 SoC in November, expected to begin SOP in April 2026.
2025-09-30financialHesai delivered a record quarterly GAAP net income of RMB 256 million in Q3 2025.
2025-09-30financialQ3 2025 total shipments reached 441,398 units, up 229% year over year, while net revenue surged 47% to $112 million.
2025-09-01financialHesai successfully listed on the main board of the Hong Kong Stock Exchange in September 2025, raising $614 million after the Green Shoe Option.
2025-05-01litigationThe US District Court for the District of Delaware officially dismissed Ouster's patent infringement case against Hesai in early May 2025 with no conditions, no financial settlement, and no injunctive relief.
2025-05-01capacity expansionHesai signed a lease for a new factory in Southeast Asia in May 2025, planned to break ground later in 2025 and be operational by late 2026 or early 2027.
2025-04-01product launchHesai launched its Infinity IB LiDAR solution in April 2025, pairing forward-facing long-range ETX LiDAR with FTX blind spot LiDARs.
2025-04-01product launchHesai launched the Infinity I LiDAR solution in April 2025 alongside three next-generation automotive-grade LiDAR sensors in three configurations (IA, IB, IC).
2025-03-31financialHesai's total revenues reached RMB 525.3 million ($752.4 million) in Q1 2025, a 46% year-over-year increase.
2025-03-31financialHesai narrowed its first-quarter net loss by 84% year over year to RMB 70.5 million ($2.4 million) in Q1 2025.
2025-02-01partnershipIn February, BYD, the world's largest EV maker, announced that all its models will feature next-generation ADAS, God's Eyes, making it accessible to everyone.
2025-01-01product launchATX LiDAR, our category-defining product, delivers unbeatable cost performance priced at just $200, with mass production kicking off in Q1 2025.
Patents — 895 CPC-scoped to physical ai (physical-AI-relevant classes)
ai compute · 🇺🇸 United States · NYSE: HPE · 48 sources · 12 products · 25 patents
$34.3Brevenue · FY2025 · USD$59.8B mkt cap
Enterprise servers, HPC, and AI infrastructure (GreenLake), plus networking (Aruba; acquiring Juniper). Spun out of Hewlett-Packard in the 2015 split; HP Inc holds the PC/printer business.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-07-02M&AClosing our acquisition of Juniper Networks.
2024-08-31M&AAt the end of August, we closed our acquisition of Morpheus Data.
2024-06-01partnershipIn June, we jointly announced NVIDIA AI Computing by HPE, a portfolio of codeveloped AI solutions and joint go-to-market integrations that enable enterprises to accelerate adoption of generative AI.
Hiwin Technologies is a Taiwan-based manufacturer of precision mechanical components, including ballscrews, linear guides, roller screws, and actuators used in automation and robotics. Founded in 1989, it is publicly listed in Taiwan.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2028-12-31capacity expansionBoston DynamicsBoston Dynamics aims to scale up manufacturing with South Korean supply chain to produce 30,000 Atlas humanoid robots annually by 2028.
2028-01-01capacity expansionStarting from 2028, Hyundai Motor is scheduled to utilize Atlas at Hyundai Motor Group Metaplant America in Georgia in the U.S., for manufacturing efficiency and expand its usage to other factories.
2028-01-01partnershipBoston DynamicsBoston Dynamics' humanoid robot Atlas will be deployed at HMG Metaplant America starting in 2028 for parts sequencing and potentially component assembly by 2030.
2026-08-26disclosureHyundai Motor will hold a 2026 CEO Investor Day on August 26, 2026 at 14:00 KST at Conrad Hotel Yeouido, with in-person and live-streaming attendance for domestic and international analysts, institutional investors, media, and credit rating agencies to present key management stra
2026-07-23disclosureHyundai Motor will hold an investor relations conference call on July 23, 2026 at 14:10 to present Q2 2026 financial results and conduct Q&A with institutional investors and analysts via conference call with simultaneous interpretation services.
2026-07-17acquired byBoston DynamicsBoston Dynamics is now fully owned by Hyundai Motor Group, which plans to deploy the company's humanoid robots in its own factories.
2026-07-16financialHyundai Motor fell 2.07 percent to 425,000 won in Seoul trading on July 16, 2026.
2026-07-16financialHyundai Motor was down 2.30% during the market decline.
2026-07-16litigationHyundai Motor's union extended partial strikes from July 20-22 over unresolved wage negotiations after failing to reach agreement in 15 rounds of talks.
2026-07-16acquisitionHyundai Motor Group is acquiring SoftBank Group's remaining 9.9% stake in Boston Dynamics for approximately $325 million to achieve full ownership.
2026-07-16financialHyundai Motor fell 2.07 percent to 425,000 won in Seoul trading amid broader market decline.
2026-07-16acquisitionHyundai Motor Group acquired SoftBank Group's remaining approximately 10% stake in Boston Dynamics for $325 million, making Boston Dynamics a wholly owned subsidiary.
2026-07-16financialHyundai Motor fell 4.49 percent on the KOSPI on July 16, 2026, during widespread market losses.
2026-07-13disclosureHyundai Motor announced a production halt at all business sites including Ulsan Plant due to partial strikes related to collective bargaining. Production suspension covers 78.77 trillion KRW in sales (42.29% of recent 186.25 trillion KRW total sales), with 2-hour stoppages schedu
2026-07-06partnershipHyundai Motor partnered with Boston Dynamics to deploy Atlas robot at FIFA World Cup 2026 and released documentary 'The Training Ground' with BBC StoryWorks.
2026-07-05product launchBoston DynamicsBoston Dynamics' Atlas robot performed at FIFA World Cup 2026 halftime show on July 5, 2026, delivering match ball and executing goal celebrations.
2026-07-01financial reportHyundai Motor reports interim operating results.
2026-06-30acquisitionHyundai Motor Group completed full acquisition of Boston Dynamics by purchasing SoftBank's remaining 9.65% stake for $325 million, valuing the company at approximately $3.4 billion.
2026-06-30financialHyundai Motor remained fourth with nearly 1.4 lakh units sold in Q1 FY2026-27.
2026-06-30disclosureHyundai Motor discloses sustainability management report and related matters.
2026-06-22design-winLG Energy Solution → batteriessource ↗
German semiconductor maker; world leader in power semiconductors, also automotive/sensors/microcontrollers. No SEC filings (deregistered 2010). Founded 1999 (spun from Siemens); HQ Neubiberg.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
🇺🇸GlobalFoundriesfoundry→ Power semiconductorsL350›
🇺🇸Cadence Designai_chips→ Power semiconductorsL350›
🇬🇧Armai_chips→ Power semiconductorsL350›
Supplies → 2
🇺🇸Amkorai_chipsL250›
🇺🇸NVIDIAai_chips→ GraceL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Power semiconductors
Intel CorporationpublicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: INTC · 227 sources · 14 products · 2061 patents
$52.9Brevenue · FY2025 · USD$487.4B mkt cap
Intel Corporation is a US semiconductor company founded in 1968, producing Xeon and Core processors, Gaudi AI accelerators, and Arc/Data Center GPUs for computing and data center markets.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-16financialIntel shares declined 5% in the session.
2026-07-16financialIntel stock is down 5% to $98 on July 16, 2026, tied to Xeon and Foundry buildout concerns.
2026-07-15product launchIntel Foundry shipped the first high-volume logic product manufactured using High-NA EUV lithography, a subset of Intel Core Ultra Series 3 processors (Panther Lake) built on the 18A process node at Fab D1X in Hillsboro, Oregon.
2026-07-13financialIntel shares declined with other semiconductor-related stocks on July 13.
2026-07-13financialIntel Corporation (INTC) was trading at $105.91 with 2,684,031 shares traded in pre-market activity on July 13, 2026.
2026-07-06financialHSBC doubled Intel's price target from $100 to $200 on July 6, 2026, citing stronger server CPU outlook and foundry business valuation.
2026-07-06financialHSBC raised 2026 CPU shipment growth estimate to 25% from 20% and 2027 estimate from 20% to 30%.
2026-07-02financialHSBC doubled its price target on Intel Corporation to $200 from $100 on July 2.
2026-06-29financialCantor Fitzgerald raised Intel's share price target to $150 from $90 on June 29th with a Neutral rating.
2026-06-22design-winTokyo Electron → ai_chipssource ↗
2026-06-15partnershipPresident Trump announced that Apple and Intel reached an agreement to design and manufacture chips in the U.S.
2026-06-05partnershipIntel announced a strategic collaboration with Hitachi to advance physical AI, advanced computing, and next-generation digital infrastructure across manufacturing, energy, mobility and other critical industries.
2026-06-05partnershipIntel announced a strategic collaboration with Hitachi to advance physical AI, advanced computing, and next-generation digital infrastructure across manufacturing, energy, mobility and other critical industries.
2026-06-05partnershipIntel announced a strategic collaboration with Hitachi to advance physical AI, advanced computing, and next-generation digital infrastructure across manufacturing, energy, mobility and other critical industries.
2026-06-05partnershipIntel announced a strategic collaboration with Hitachi to advance physical AI, advanced computing, and next-generation digital infrastructure across manufacturing, energy, mobility and other critical industries.
2026-06-04partnershipIntel Corporation and Foxconn agreed to jointly develop next-generation AI infrastructure and intelligent computing platforms.
2026-05-29financialNancy Pelosi disclosed buying 200 call options of Intel with an expiration date of March 19, 2027 and a strike price of $50 on May 29, 2026.
2026-05-13financialIntel plunged 6.82 percent on Wall Street overnight, contributing to broader tech sector losses.
2026-05-06design-winKokusai Electric → ai_chipssource ↗
2026-04-23financialIntel reported Q1 2026 revenue of $13.58 billion, up 7% year-over-year, with non-GAAP EPS of $0.29 versus $0.13 in the prior-year period, representing a 123% YOY increase.
2026-06-25US20260178329Apparatus and Method for Early Stream Detection in AI Workloads
2026-06-25US20260178335COMMON INDIRECT ADDRESSING FOR EARLY JUMP EXECUTION PIPELINE CLEAR
2026-06-25US20260178408CIRCUITRY FOR RUNTIME ADJUSTMENTS OF WORKLOAD CLASSIFICATION FOR TASK SCHEDULING ON A SYSTEM-ON-A-CHIP WITH HETEROGENEOUS PROCESSING CORES
2026-06-25US20260178438MEMORY CONTROLLER CIRCUIT FOR IMPLICIT MEMORY STREAM ENCRYPTION
2026-03-31financialIonQ delivered $64.7 million of GAAP revenue in Q1 2026, representing 755% year-on-year growth.
2026-03-31financialRemaining performance obligations (RPOs) stood at $470 million as of March 31, 2026, representing 554% year-over-year growth.
2026-01-31acquisitionIonQ announced the largest acquisition agreement in Quantum history to acquire SkyWater Technologies, the leading quantum foundry in the world.
2026-01-31acquisitionIonQ acquired Seed Innovations, a software classified mission control business, at the end of January 2026.
2026-01-01acquisitionIn January of 2026, IonQ announced its intent to acquire SkyWater, with the transaction expected to close in the second or third quarter of 2026, subject to customary regulatory approvals.
2025-12-31financialRemaining performance obligations (RPO) stood at $370 million at the end of 2025 compared to just $77 million at the end of 2024, which is almost a fivefold increase.
2025-12-31financialCash, cash equivalents and investments as of December 31, 2025, were $3.3 billion.
2025-12-31financialFourth quarter 2025 revenues were $61.9 million, growing 429% year-over-year, and full year 2025 revenues reached $130 million with 202% year-on-year growth.
2025-10-14financialIonQ closed an additional $2 billion capital raise at $93 per share in October, bringing pro forma cash balance to $3.5 billion as of October 14.
2025-09-12capacity expansionIonQ's Tempo system has a computational space approximately 260 million times larger than its current fully commercialized Forte system.
2025-08-01executive changeNiccolo de Masi was appointed as Chairman of IonQ, and Peter Chapman stepped down from his position.
2025-07-09financialPro forma cash balance as of July 9, 2025, was $1.6 billion.
2025-07-09financialIonQ raised $1 billion in an equity offering priced at a 25% premium above the prior trading session close in July 2025.
2025-07-01acquisitionIonQ completed the acquisition of Capella in July.
2025-06-30financialRevenue for Q2 2025 was $20.7 million, beating the high end of guidance by 15%.
2025-06-09capacity expansionIonQ is targeting 1,600 logical qubits in 2028 and 80,000 in 2030.
2025-04-30acquisitionIonQ closed its purchase of a majority stake in ID Quantique on April 30.
2025-03-31financialIonQ recognized revenue of $7.6 million in Q1 2025, beating the midpoint of guidance.
2025-03-31financialIonQ ended the quarter with just shy of $700 million in cash equivalents.
2025-01-01acquisitionIonQ has signed a definitive agreement to acquire a controlling stake in ID Quantique, a large global player in quantum networking.
Financials — multi-year, confidence 1.0 (filings)
revenue
$0M'20
$2M'21
$11M'22
$22M'23
$43M'24
$130M'25
operating income
$-16M'20
$-39M'21
$-86M'22
$-158M'23
$-232M'24
$-634M'25
net income
$-15M'20
$-106M'21
$-48M'22
$-158M'23
$-332M'24
$-510M'25
Supplies → 3
🇰🇷Hyundai MotorquantumL250›
🇺🇸Microsoftquantum→ Microsoft AzureL350›
🇺🇸AmazonquantumL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
2025-07-17US2025232993Substrate Processing Apparatus, Method of Manufacturing Semiconductor Device and Non-transitory Computer-readable Recording Medium
2025-03-20WO2025057457MONITORING SYSTEM AND MONITORING METHOD
2024-10-31US2024360552SUBSTRATE PROCESSING APPARATUS, METHOD OF MANUFACTURING SEMICONDUCTOR DEVICE, AND RECORDING MEDIUM
2024-08-08WO2024161677DATA EXPANSION DEVICE, DATA EXPANSION METHOD, AND DATA EXPANSION PROGRAM
2023-06-27otherKUKA is profiled as a company in the service robotics market.
2022-02-01executive changeJohn Bubnikovich, who most recently served as Chief Regional Officer of North America at Kuka Robotics, was appointed CEO of JMP Solutions' newly-created parent company.
Patents — 46 CPC-scoped to physical ai (physical-AI-relevant classes)
2026-01-08WO2026007115MULTI-POWER RAIL SYSTEM FOR A ROBOT CONTROLLER, ROBOT CONTROLLER COMPRISING THE MULTI-POWER RAIL SYSTEM AND METHOD FOR OPERATING THE MULTI-POWER RAIL SYSTEM
2026-01-02WO2026002379RECALIBRATING AND CONTROLLING A DRIVE OF A ROBOT JOINT
Financials — multi-year, confidence 1.0 (filings)
revenue
$3.4B'16
$4.0B'17
$3.7B'18
$3.7B'19
$3.0B'20
$3.8B'21
operating income
$150M'16
$120M'17
$42M'18
$59M'19
$-126M'20
$95M'21
net income
$99M'16
$101M'17
$15M'18
$11M'19
$-118M'20
$57M'21
Buys from ← 2
🇯🇵Nabtescoplanetary_reducers→ KUKA KR CYBERTECHL350›
🇨🇳Sunrise Instrumentsforce_torque→ KUKA KMR IIWAL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
2025-06-30M&ACompleted the sale of headquarters facility at the end of June and expects to complete the sale of factory facility in September.
2025-01-31partnershipFollowing the launch of OneWeb service at the end of January, KVH is now in discussions with Starlink regarding renewal of prepaid Starlink data pool agreement.
2024-12-31financialWith more than two thousand three hundred active maritime Starlink terminals at the end of 2024, Starlink is our fastest-growing product line in our history.
2024-12-01product launchIn December, we launched our new TrackNet Coastal cellular Wi-Fi system, which offers data speeds as fast as three hundred megabits per second and data costs as low as one dollar per gigabyte.
2024-10-19otherOn October 19, the IS-33e satellite operated by Intelsat experienced an anomaly that resulted in loss of service in Europe, Africa, Asia and the Indian Ocean.
2024-07-01supply dealSubstantial contribution from Starlink data subscriptions, now sold through our bulk data purchase agreement, which went into effect on July 1st.
2026-06-30product launchThis quarter, we will ship our first Dextro cobot for a deposition product further increasing our ability to create value from our overall installed base more than 100,000 chambers.
2026-06-18financialLam Research is positioned to benefit from the AI capex supercycle as a production technology equipment supplier.
2026-03-31financialMarch quarter revenue came in at $5.84 billion, which was up 9% sequentially and up 24% from the same period in 2025.
2026-03-31financialWe ended the March quarter with approximately 20,600 regular full-time employees which was an increase of approximately 900 people from the prior quarter.
2026-03-31financialCustomer Support Business Group generated a record $2.1 billion in revenue in the March quarter, which was up 6% sequentially and up 25% from the same period in 2025.
2025-12-31financialIn calendar year 2025, revenue was a record coming in at $20.6 billion which is up 27% year over year.
2025-12-31product launchDextro continued to gain momentum in 2025, expanding to cover six different LAM tool types.
2025-12-31financialCSBG revenue also reached a record of $7.2 billion.
2025-12-31capacity expansionIn 2025, we launched state-of-the-art automated warehouses that enable greater production efficiency.
2025-12-31financialGross margin was 49.9%, the highest result as a combined company for the full year since the Novelis merger back in 2012.
2025-09-30financialLam delivered record revenues of $5.3 billion in the September quarter with a gross margin of 50.6% and a record operating margin of 35%.
2025-09-01partnershipIn September, Lam announced a key partnership with JSR Corporation to collaborate on the integration of Ether technology with novel EUV patterning materials and metal oxide resists.
2025-06-30capacity expansionwe recently achieved a significant milestone of 6,000 installed plating sales.
2025-06-30product launchFirst is our Halo ALD Moly tool, which is ramping at multiple NAND customers this year.
2025-06-30product launchToday, we are the only company with ALD Moly tools already in production in foundry/logic.
2025-06-30financialSABRE 3D market share in advanced packaging is expected to grow nearly 5 points year-on-year in calendar 2025.
2025-06-30product launchour state-of-the-art conductor etch tool Akara, is off to a solid start since its launch earlier this year.
2025-06-30financialWe expect WFE spending to be in the $105 billion range, up from our prior view of approximately $100 billion, predominantly due to an uptick in domestic China related spending.
2025-06-30product launchIn the June quarter, Lam expanded our Dextro capabilities to cover 3 additional tool types, and we are accelerating the road map to support more products and more shipments in coming quarters.
2025-06-30financialFor our 2025 fiscal year, we had record revenue of $18.4 billion and gross margin of 48.8%.
Patents — 30 CPC-scoped to ai compute (physical-AI-relevant classes)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
SpeedFlexCoronusVectorStrikerKiyoVersys
LG Energy SolutionpublicRelationships + financials
physical ai · 🇰🇷 South Korea · KRX: 373220 · 102 sources · 9 products · 2200 patents
$16.0Brevenue · FY2025 · USD$52.7B mkt cap
LG Energy Solution is a South Korean manufacturer of lithium-ion battery cells for electric vehicles and energy storage, producing NCM, NCA, LFP and NCMA chemistries in pouch and cylindrical formats. It was spun off from LG Chem in 2020 and is listed on the Korea Exchange.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-30disclosureLG Energy Solution will hold an investor relations conference call on July 30, 2026 at 10:00 AM (Korea time) to present Q2 2026 business results, conducted simultaneously in Korean and English via conference call with live webcast available on the company website.
2026-07-16financialLG Energy Solution climbed 1.79% while other major stocks declined.
2026-06-30financialLG Energy Solution plunged 9.61 percent to 362,000 won on profit-taking.
2026-06-30financial reportLG Energy Solution reported Q2 2026 (April-June) consolidated revenue of 756.02 billion won and operating profit of 11.33 billion won, representing a 15.3% revenue increase and operating profit turnaround versus Q1 2026; however, excluding North American IRA Tax Credit subsidies
2026-06-29disclosureLG Energy Solution discloses sustainability management report.
2026-06-22financialLG Energy Solution dipped 4.7 percent to 385,500 won.
2026-06-22design-win→ Boston Dynamics batteriessource ↗
2026-06-11financialLG Energy Solution lost 3.76 percent on Seoul stock exchange on June 11, 2026.
2026-06-10financialLG Energy Solution gained 1.01 percent in Seoul trading on June 10, 2026.
2026-06-10financialLG Energy Solution went down 2.08 percent amid market decline.
2026-06-01disclosureLG Energy Solution discloses large enterprise group status for Q1 2026.
2026-06-01disclosureLG Energy Solution discloses corporate governance report.
2026-05-28supply dealLG Energy Solution clinched a deal to supply energy storage system batteries to a U.S. firm.
2026-05-28financialLeading battery maker LG Energy Solution surged 12.65 percent on Thursday.
2026-05-26disclosureLG Energy Solution corrects disclosure on disposal of tangible assets by subsidiary.
2026-05-14financial reportLG Energy Solution files quarterly report for Q1 2026.
2026-05-13financialLeading battery maker LG Energy Solution contracted 2.26 percent in Seoul trading.
2026-05-12financialLG Energy Solution plunged 5.34 percent to 443,000 won on market pullback.
2026-04-30financial reportLG Energy Solution corrects consolidated financial statement operating results for Q1 2026.
2026-04-30financialLG Energy Solution swung to a net loss in the first quarter due to slowdown of the electric vehicle market.
2026-04-29disclosureLG Energy Solution corrects disclosure on disposal of tangible assets by subsidiary.
Patents — 2200 CPC-scoped to physical ai (physical-AI-relevant classes)
2026-01-01capacity expansionLinde started up a plant in Brownsville in early January to support rocket propellant demand.
2025-12-31financialAnnual record levels for EPS, operating cash flow, and operating margins achieved in 2025.
2025-12-31financialMore than $7 billion returned to shareholders through dividends and share repurchases in 2025.
2025-12-31otherSigned more than 90 new gas application wins, many for oxyfuel combustion to help customers decarbonize operations.
2025-12-31financialProject backlog stands at a record $10 billion, not including over half a billion dollars of investment for rocket propellants to contracted space launch customers.
2025-12-31otherIncreased active low-carbon power sourcing by 23%, enabling 50% of Linde's annual power consumption to be low carbon.
2025-12-31M&AApproximately $400 million of bolt-on acquisitions were completed in 2025.
2024-12-31financialFull year 2024 operating cash flow ended at $9.4 billion, with almost 60% occurring in the second half.
2024-12-31M&AAcquisitions of small tuck-in packaged gas opportunities with 18 signed transactions, with annualized revenues of approximately $200 million.
2024-12-31financialThe year ended with more than $10 billion in backlog, including a record sale of gas backlog of $7 billion.
2024-12-31financialEBIT margins increased 190 basis points to 29.5% for full year 2024.
2024-12-31capacity expansionDuring 2024, Linde set a record for small on-site wins, signing 59 long-term agreements for a total of 64 plants.
2024-12-31financialEPS of $3.97 grew 11%, or 13% excluding FX in fourth quarter 2024.
2024-12-31financialFourth quarter 2024 sales of $8.3 billion are flat to prior year and down 1% sequentially.
2024-12-31financialOperating profit of $2.5 billion grew 9% and resulted in a 29.9% margin in fourth quarter 2024.
2024-12-31financialLinde increased its active low carbon and renewable energy consumption by 19% year-over-year, with over 40% of total power consumption now low carbon based in 2024.
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Marvell TechnologypublicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: MRVL · 105 sources · 5 products · 31 patents
$8.2Brevenue · FY2026 · USD$164.9B mkt cap
Marvell Technology is a US semiconductor company producing data infrastructure chips, including custom silicon, PCIe/CXL switching products and optical interconnect technology for data centers. Headquartered in Santa Clara/Wilmington, it was founded in 1995 and is publicly traded.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-16financialMarvell shares dropped 8% to $189 in Thursday midday trading on July 16, 2026, extending a sharp semiconductor selloff and giving back 31% over the past month amid AI capex slowdown fears.
2026-07-16financialMarvell Technology stock fell more than 5% on Thursday amid profit-taking in semiconductor and AI stocks.
2026-07-16financialMarvell Technology shares fell 8.4% in afternoon session following TSMC's capital expenditure reset announcement.
2026-07-16financialMarvell Technology ADRs fell 9% in the session.
2026-07-15financialMarvell Technology stock fell approximately 7.75% in early afternoon trading as semiconductor sector volatility spread following memory chip market turmoil.
2026-07-14supply dealMajor new design win for Google's 'Merope' LPU projected to generate up to $12 billion over its lifecycle.
2026-07-13financialMarvell Technology achieved a 200% stock rally between July 13, 2025 and July 13, 2026, significantly outperforming the S&P 500's 21% return.
2026-07-09disclosureMarvell Technology, Inc. filed a prospectus supplement to its automatic shelf registration statement on Form S-3 (Registration No. 333-285742) on July 9, 2026, for the issuance and sale of securities.
2025-08-28design-win→ Microsoft custom_asicsource ↗
2025-08-01M&AMarvell completed the divestiture of its automotive Ethernet business to Infineon Technologies AG in a $2.5 billion all-cash transaction.
2025-01-01financialMarvell received an upgrade to investment grade credit rating from Fitch in January citing positive outlook on strong operating momentum from robust data center demand.
🇺🇸NVIDIAcustom_asic→ Data center GPUs / AI acceleratorsL350›
🇺🇸Microsoftcustom_asic→ Microsoft AzureL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Ultra Accelerator Link (UALink)Photonic FabricPCIe and CXL switching siliconCXL switching siliconPCIe switching silicon
MaxLinearpublicRelationships + financials
ai compute · 🇺🇸 United States · NASDAQ: MXL · 40 sources · 4 products · 136 patents
$468Mrevenue · FY2025 · USD$6.7B mkt cap
Discovered via news_ner (2026-07-08). Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor. Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-09-30financialTotal revenue for the third quarter was $126.5 million, up 16% from $108.8 million in the previous quarter and up 56% from $81.1 million in the third quarter of 2024.
2025-01-01product launchWe have shipped approximately 1 million plus units total of Keystone product across multiple customers into high volume opportunities.
2024-12-31financialWe exited Q4 of 2024 with approximately $120 million in cash, cash equivalents and restricted cash.
2024-12-31financialTotal revenue for the fourth quarter was $92.2 million, up 14% from $81.1 million in the previous quarter.
2024-11-01partnershipAt the 2024 Supercomputing Conference in November, we announced a new software defined storage solution in partnership with Quanta to address the needs of AI, high speed computing and other data intensive applications.
Patents — 136 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-01partnershipMediaTek participated as an investor in Oxmiq Labs' $35 million Series A funding round.
2026-05-31partnershipMediaTek collaborated with NVIDIA on the custom CPU design for RTX Spark, contributing to its best-in-class power efficiency, performance and connectivity.
2026-07-09US20260195268Data Processing Method with a Partially Precise Snoop Filter
2026-07-09US20260195516PHYSICAL-AWARE DE-RATING METHOD FOR ADVANCED PROCESS LAYOUT EFFECT
2026-07-02US20260186950METHOD FOR PERFORMING CODE REVIEWING WITH AID OF ARTIFICIAL INTELLIGENCE MODEL
2026-07-02US20260188282METHOD AND ELECTRONIC DEVICE FOR OVERLAPPING A PLURALITY OF IMAGE LAYERS
2026-07-02US20260189752IMAGE QUALITY ENHANCING DEVICE AND IMAGE QUALITY ENHANCING METHOD
2026-06-25US20260178331PROCESSOR FOR PERFORMING FLOW CONTROL OF MULTIPLE TYPES OF INSTRUCTIONS AND METHOD FOR PERFORMING FLOW CONTROL OF MULTIPLE TYPES OF INSTRUCTIONS IN PROCESSOR
2026-06-25US20260179682ELECTRONIC DEVICE WITH HIGH-SPEED ARCHITECTURE
2026-06-18US20260169704METHOD FOR CONVERTING MULTIPLE SCHEDULING SETTINGS OF DIRECTED ACYCLIC GRAPH OF PROGRAMMING MODEL INTO PROGRAM CODE WITH AID OF GRAPHICAL USER INTERFACE
2026-06-18US20260171818CONTROL DEVICE AND OPERATION METHOD THEREOF
2026-06-04US20260154185METHOD FOR PERFORMING UNIT TEST GENERATION WITH AID OF MULTIPLE ARTIFICIAL INTELLIGENCE AGENTS
2026-06-04US20260154540QUANTIZATION-AWARE LORA FINE-TUNING FOR LLM
2026-06-04US20260154806SYSTEM FOR IR DROP PREDICTION OF A PACKAGE DESIGN AND A CHIP PRODUCT PACKAGED IN THE PACKAGE DESIGN
2026-05-28US20260147711INSTRUCTION CACHE, CIRCULAR BUFFER AND METHOD FOR CONTROLLING ACCESS OF INSTRUCTION CACHE
2026-05-28US20260147960THERMAL SIMULATION SYSTEM AND METHOD FOR SYSTEM-ON-CHIP
2026-05-28US20260147970Method and System for Physical-Aware Logic Synthesis
2026-05-21US20260140558POWER CONTROL METHOD AND POWER CONTROL SYSTEM FOR DYNAMICALLY ADJUSTING A POWER TABLE AND REDUCING POWER CONSUMPTION
2026-05-21US20260140883METHOD AND APPARATUS FOR PERFORMING DICTIONARY-BASED LOSSLESS CACHE LINE COMPRESSION BY USING PATTERNS THAT ARE SET WITH THE AID OF ARTIFICIAL INTELLIGENCE
2026-05-14US20260133698DATA MANAGENMENT METHOD, DEVICE AND COMPUTER-READABLE MEDIUM
2026-05-14US20260133738IMAGE ADJUSTMENT METHOD AND RELATED IMAGE DISPLAYING APPARATUS
2026-05-14US20260133741MULTI-PANEL DISPLAY METHOD AND APPARATUS THEREOF
2026-05-14US20260133914DYNAMIC CONTROL DEVICE AND DYNAMIC CONTROL METHOD
2026-05-07US20260127208SYSTEM AND METHOD FOR AN EXTENDABLE LOG ANALYSIS FRAMEWORK UTILIZING LARGE LANGUAGE MODELS
2026-05-07US20260127350FRONT-END-OF-LINE FLOORPLAN OF INTEGRATED CIRCUIT THAT HAS DUMMIES INSERTED BY BLOCKAGE-AIDED DUMMY INSERTION AND RELATED METHOD
2026-05-07US20260127492DATA PROCESSING SYSTEM AND MODEL OPTIMIZATION METHOD
2026-05-07US20260128091STATIC RANDOM ACCESS MEMORY BIT-CELL WITH COMPACT SIZE THAT SUPPORTS BIT-WRITE-MASK FEATURE AND HALF-SELECTION-FREE FEATURE
2026-04-30US20260119123METHOD FOR PERFORMING DIGITAL OPERATIONS WITH AID OF FULL ADDER ARCHITECTURE WITH INPUT/OUTPUT POLARITY INVERSION, AND ASSOCIATED APPARATUS
2026-04-30US20260119430HIGH-EFFICIENCY MAINBAND TRAINING FLOW FOR UNIVERSAL CHIPLET INTERCONNECT EXPRESS
2026-04-30US20260120757STATIC RANDOM ACCESS MEMORY DEVICE WITH PRE-CHARGE CIRCUIT SHARED BETWEEN DATA LINES AND BIT LINES
2026-04-30WO2026086784METHODS FOR ENABLING VIRTUAL PERSONAL ASSISTANT MIXED REALITY SERVICE USING INTEGRATED COMMUNICATION AND COMPUTING
Financials — multi-year, confidence 1.0 (filings)
revenue
$7.9B'18
$8.0B'19
$10.0B'20
$15.3B'21
$17.1B'22
$13.5B'23
$16.5B'24
$18.5B'25
operating income
$540M'18
$733M'19
$1.3B'20
$3.4B'21
$4.0B'22
$2.2B'23
$3.2B'24
$3.2B'25
net income
$691M'18
$747M'19
$1.3B'20
$4.0B'21
$4.0B'22
$2.4B'23
$3.3B'24
$3.2B'25
Buys from ← 2
🇹🇼UMCfoundryL250›
🇺🇸NVIDIAai_chipsL250›
Supplies → 2
🇺🇸Microsoftnetworking→ Microsoft AzureL350›
🇰🇷Samsung ElectronicsnetworkingL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Dimensity5G RAN PlatformFilogicMT6xxx SeriesPentonicHelioM70 SeriesKompanio
ai compute · 🇺🇸 United States · NASDAQ: MCHP · 37 sources · 0 products · 25 patents
$4.7Brevenue · FY2026 · USD$44.4B mkt cap
Discovered via news_ner (2026-07-08). Monolithic Power Systems, Vishay Intertechnology, and Microchip Technology Stocks Trade Up, What You Need To Know. Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-01-01product launchThe first of those products will be introduced to the market in early January.
2025-12-31capacity expansionWe currently plan to start increasing wafer starts in the December quarter.
2025-12-31M&AMicrochip has entered into a purchase and sales agreement to sell its Fab 2 wafer fabrication facility located in Tempe, Arizona to a third party, with transaction expected to be completed in December 2025.
2025-09-30financialNon-GAAP gross margin was 56.7%, including capacity underutilization charges of $51 million and new inventory reserve charges of $71.8 million.
2025-09-30financialNet sales in the September quarter were $1.14 billion, which was up 6% sequentially.
2025-09-30product launchWe previewed further advancements with the inclusion of AI agents into the AI coding assistant that will be released into the market in September this year.
2025-06-30financialUnderutilization in our factories in the June quarter was $51.5 million, down from $54.2 million in the March quarter.
2025-06-30financialCapital expenditures were $17.9 million in the June quarter, and we expect capital expenditures for fiscal year 2026 to be at or below $100 million.
2025-06-30financialNet sales were $1.075 billion, which was up 10.8% sequentially.
2025-06-30otherWe have accrued about $5.5 million from the upside profit to provide a small bonus to our 18,000 employees.
2025-06-30financialNon-GAAP net income was $154.7 million, and non-GAAP earnings per diluted share was $0.27.
2025-06-30financialThe inventory write-off in the June quarter was $77.1 million down from $90.6 million in the March quarter.
2025-06-30financialInventory went down by $124 million sequentially with a target for the whole fiscal year of a $350 million reduction.
2025-06-30financialOur total debt decreased by $175 million in the June quarter.
2025-03-31financialOur inventory at the end of December 2024 was 266 days. Our inventory at March 31, 2025 was 251 days.
2025-03-31financialNet sales in the March quarter were $970.5 million, which was down 5.4% sequentially.
2025-03-31financialIn the March quarter we completed a $1.485 billion mandatory convertible preferred stock offering with a three-year term.
2025-03-31capacity expansionTempe Fab 2 is now closed. The actions in our other two fabs, namely Fab 4 in Oregon and Fab 5 in Colorado Springs are complete.
2025-01-01executive changeBrian McCarson joined Microchip in January of this year as Corporate Vice President and Leader of the Data Center Solutions business unit.
2024-12-31financialOur inventory balance at December 31, 2024, was $1.356 billion with 266 days of inventory.
Patents — 25 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-17financialMicron Technology stock dropped over 5% during Thursday's market selloff in AI chip-related stocks.
2026-07-16financialMicron Technology shares declined 6% in the session.
2026-07-15financialMicron Technology stock fell 11.2% around 1:30 p.m. ET amid memory chip sector volatility triggered by South Korean regulatory action.
2026-07-15financialMicron shares dropped 8% to $903.50 on China competition fears, following a blowout June earnings print with FQ3 2026 revenue of $41.46 billion up 346% year-over-year.
2026-07-13financialMicron Technology shares fell along with other semiconductor-related stocks amid investor risk-aversion.
2026-07-12financialMemory chip shortage continues to exist according to latest earnings report.
2026-07-09capacity expansionMicron announced a massive expansion of its domestic manufacturing, raising its planned U.S. investment to $250 billion through 2035.
2026-07-09supply dealMicron committed $500 million in strategic financing for GlobalWafers to expand a 300-millimeter raw silicon wafer facility in Sherman, Texas, with a 10-year supply agreement.
2026-07-09capacity expansionMicron intends to invest up to $3 billion to expand its U.S. production network and secure materials for AI-driven demand for memory chips.
2026-07-09supply dealMicron signed a 10-year deal to buy silicon wafers from GlobalWafers.
2026-07-09supply dealMicron is loaning GlobalWafers $500 million to help build its 300mm raw silicon wafer manufacturing facility in Sherman, Texas.
2026-07-09supply dealMicron signed a 10-year deal to buy wafers from GlobalWafers.
2026-07-09capacity expansionMicron is investing up to $3 billion to strengthen the U.S. semiconductor supply chain ecosystem.
2026-07-09financialMicron announced it is investing up to $3 billion to strengthen the U.S. semiconductor supply chain ecosystem.
2026-07-07financialMicron stock is down nearly $350 billion since June 25, 2026.
2026-07-07litigationAdvanced Memory Technologies, LLC v. Micron Technology, Inc. — patent dispute regarding the 830 Patent in District Court, D. Idaho.
2026-07-05capacity expansionMicron has started production at the emerging Sanand semiconductor cluster in Gujarat.
2026-07-04capacity expansionMicron Technology has established an Outsourced Semiconductor Assembly and Test (OSAT) facility at Sanand GIDC in Gujarat, which was inaugurated by Prime Minister Narendra Modi and is now operational.
2026-07-04capacity expansionMicron Technology has established an Outsourced Semiconductor Assembly and Test (OSAT) facility at Sanand GIDC in Gujarat, which was inaugurated by Prime Minister Narendra Modi and is now operational.
2026-06-29litigationA class-action lawsuit filed in late June accused Micron and competitors Samsung and SK Hynix of conspiring to fix prices by limiting the production of certain memory chips.
2026-07-09US20260195178Allocation of Memory from a Memory Space of a Memory Sub-System to Access a Storage Space of the Memory Sub-System
2026-07-09US20260195214OFF-DIE ERROR CORRECTION FOR MEMORY DEVICES
2026-07-09US20260195260Allocation of Memory from a Memory Space of a Memory Sub-System in Response to a Request to Access a Storage Space of the Memory Sub-System
2026-07-09US20260195261Release of Resources Allocated and/or Used in Accessing a Storage Space of a Memory Sub-System
2026-07-09US20260196257MULTIPLE PASS TRAINING PROCEDURES
2026-07-09US20260196259HEALTH SCAN OF A MEMORY DEVICE USING A CODE WORD ERROR RATE MACHINE LEARNING MODEL
2026-07-09US20260196260COLD MEMORY TRACKING FOR POWER SAVING ON CXL DEVICES
2026-07-09US20260196261THREE-DIMENSIONAL DYNAMIC RAM WORD LINE COMB STRUCTURE
2026-07-09US20260196270PROGRAM PULSE OVERDRIVE FOR PERFORMANCE GAIN IN A MEMORY DEVICE
2026-07-09US20260196276MEMORY DEVICE RELIABILITY VIA READ NOISE CANCELLATION
2026-07-09US20260196280SELECTIVE BLOCK RETIREMENT FOR A MEMORY DEVICE
2026-07-02US20260186651EXPANDED LOG STORAGE CAPACITY IN A MEMORY SUB-SYSTEM
2026-07-02US20260186653STORING AND RETRIEVING CHECKPOINT VALUES USING DELTA COMPUTATION AND COMPRESSION
2026-07-02US20260186659REORDERED PAGE MAPPING FOR TRIPLE LEVEL MEMORY CELLS
2026-07-02US20260186693REFRESH TRIGGERS TO STABILIZE READ OPERATION PERFORMANCE
2026-07-02US20260186979ADDRESS TRANSLATION FOR COMBINED NON-VOLATILE MEMORY (NVM) AND DYNAMIC RANDOM ACCESS MEMORY (DRAM) DEVICE
2026-07-02US20260186982METADATA FOR INDICATION OF ACCESS AUTHORIZATION IN A MEMORY SYSTEM
2026-07-02US20260186987Memory Sub-System Operable with Multiple Connections for Concurrent Storage Access Communications and Memory Access Communications
2026-07-02US20260186988BUFFER CHIP FOR ROUTING COMMAND/ADDRESS AND DATA SIGNALS TO A STACK OF MEMORY DIES WITHIN A MEMORY SYSTEM
2025-05-06partnershipMicrosoft partnered with the National FFA Organization to expand FarmBeats for Students, a program integrating smart sensors, data science and AI for precision agriculture education.
2025-05-06product launchMicrosoft expanded FarmBeats for Students program nationally to all 50 states, providing free classroom kits with smart sensors and AI curriculum to 185 middle and high schools.
2025-04-30financialMicrosoft will publish fiscal year 2025 third-quarter financial results after the close of the market on Wednesday, April 30, 2025.
2025-04-30financialMicrosoft announced that fiscal year 2025 third-quarter financial results are available on its Investor Relations website.
2025-03-31financialMicrosoft reported FY25 Q3 revenue of $70.1 billion, up 13% year-over-year, with operating income of $32.0 billion up 16% and net income of $25.8 billion up 18%.
2025-03-31financialMicrosoft returned $9.7 billion to shareholders in the form of dividends and share repurchases in Q3 fiscal year 2025.
2025-03-31financialMicrosoft Cloud revenue reached $42.4 billion, up 20% year-over-year, driven by Azure and other cloud services revenue growth of 33%.
2025-03-11financialMicrosoft's board of directors declared a quarterly dividend of $0.83 per share, payable June 12, 2025.
2025-03-05product launchGraniteShares announced a 2x Long MSFL Daily ETF tracking Microsoft stock performance.
2025-03-03product launchMicrosoft unveiled Microsoft Dragon Copilot, the first unified voice AI assistant for clinical workflow combining Dragon Medical One and DAX Copilot capabilities for healthcare.
2025-02-21regulatoryMicrosoft received notice of an unsolicited mini-tender offer by TRC Capital Investment Corporation to purchase up to 300,000 shares at $391.00 per share.
2024-12-31financialMicrosoft Cloud surpassed $40 billion in revenue for the first time, up 21% year-over-year.
2024-12-31financialCommercial remaining performance obligation increased to $298 billion, up 34% and 36% in constant currency.
2024-12-31financialCommercial bookings increased 67% and 75% in constant currency driven by Azure commitments from OpenAI.
2024-12-31capacity expansionCapital expenditures including finance leases were $22.6 billion this quarter with quarterly spend in Q3 and Q4 expected to remain at similar levels.
2026-07-02US20260186870CUSTOMIZABLE DIGITAL CONTENT PROCESSING WORKFLOWS USING USER-DEFINED CONFIGURATION FILES
2026-07-02US20260186885DETECTING PERFORMANCE ANOMALIES AFFECTING PRODUCTION WORKLOADS
2026-07-02US20260186888RULE-BASED AUTOMATED REMEDIATION OF RESOURCES IN DATA CENTERS
2026-07-02US20260187041UNSUPERVISED ERROR DETECTION IN DATA TABLES USING SEMANTIC-DOMAIN CONSTRAINTS
2026-07-02US20260187080GENERATIVE SEARCH RESULTS DOCUMENTS BASED ON ENHANCED SEARCH RESULTS USING GENERATIVE ARTIFICIAL INTELLIGENCE (AI) MODELS
2026-07-02US20260187186ENABLING PARALLEL VARIABLE-RATE COMPRESSION AND DECOMPRESSION OF VALUES OF A TENSOR
2026-07-02US20260187230INCIDENT DATA MANAGEMENT FOR COMPUTING ENVIRONMENTS
2026-07-02US20260187242SYSTEM AND METHOD FOR CREATING SOFTWARE COMPONENTS CAPABLE OF SHARING STATE ACROSS THREADS IN A THREAD-ISOLATED EXECUTION ENVIRONMENT
2026-07-02US20260187345AUTOMATED INSIGHTS IN NOTE APPLICATIONS
2026-07-02US20260187355GUIDED MACHINE LEARNING MODEL CONVERSATION DEFINITION
2026-07-02US20260187524TECHNIQUES FOR DETECTING EMERGING PATTERNS IN DATA USED FOR MACHINE LEARNING MODEL-BASED DECISIONS
2026-06-25US20260178581COMBINING REASONING AND EXPLICIT GRAPH WALKS IN MULTI-DOMAIN QUERIES
2026-06-25US20260178625MULTIMODAL MODEL CUSTOMIZATION AND ORCHESTRATION
2026-06-25US20260178827APPLICATION INTEGRATION VIA MULTIMODAL GENERATIVE MODEL-ASSISTED WEB BROWSING
2026-06-25US20260178837REAL-TIME EVALUATION FRAMEWORK FOR AI-BASED ASSISTANTS IN COLLABORATIVE ENVIRONMENTS
2026-06-25US20260179046CHANGE MANAGEMENT ANALYSIS USING ORGANIZATIONAL NETWORK ANALYSIS METRICS
2026-06-25US20260179611AI-POWERED CONTEXTUAL LIVE QUESTION AND ANSWER WHEN RENDERING PRE-PRODUCED AUDIO CONTENT
2026-06-25US20260180928BUILD AND VALIDATION OF CHATBOT SCHEMA USING MACHINE LEARNING
2026-06-25US20260181031EXECUTING A COLLABORATION SESSION FOR HUMAN, ROBOTIC DEVICE, AND AI AGENT PARTICIPANTS
2026-06-18US20260169695INTEGRATED LOGIC CIRCUIT WITH FUSED MULTIPLIER AND ADDER (FMA) OR FUSED MULTIPLIER AND ACCUMULATOR (FMAC) INTEGRATED WITH FUNCTION EVALUATION LOGIC
2026-06-18US20260169815GEO-DISTRIBUTED LANGUAGE MODEL TRAINING
2026-06-18US20260170723VISUAL CONTENT REDACTION FOR CONTENT CAPTURES
2026-07-14financialMidea ranked No. 5 on Forbes China's 2026 Best CEOs List with chairman Fang Hongbo holding a $1.8 billion fortune and shares gaining more than 15% in the past year.
2023-06-27otherKUKAKUKA is profiled as a company in the service robotics market.
2022-02-01executive changeKUKAJohn Bubnikovich, who most recently served as Chief Regional Officer of North America at Kuka Robotics, was appointed CEO of JMP Solutions' newly-created parent company.
Patents — 1132 CPC-scoped to physical ai (physical-AI-relevant classes)
2026-03-31financialMPS achieved record quarterly revenue of $804 million, 7% higher than the fourth quarter of 2025 and 26% higher than the first quarter of 2025.
2025-12-31financialNon-enterprise data end markets grew by over 40% year-over-year in 2025.
2025-12-31financialQ4 2025 record quarterly revenue of $751.2 million, 1.9% above Q3 2025 and 20.8% higher than Q4 2024.
2025-12-31financialFor three years ending December 2025, returned over 72% of free cash flow to stockholders through share repurchases and dividends.
2025-12-31capacity expansionBy the end of the year, we will have half of that capacity outside of China, half of it inside.
2025-12-31financialFull-year 2025 revenue of $2.8 billion, up 26.4% from 2024.
2025-12-31financialAutomotive segment grew 43% year over year in 2025.
2025-03-20product launchMPS showcased innovation across robotics, automotive, data center, building automation, medical and audio at March 20 Investor Day.
2024-12-31financialFor the three years ending December 2024, Monolithic Power Systems, Inc. has returned 86% of its free cash flow to shareholders through share repurchases and dividends paid.
Patents — 456 CPC-scoped to ai compute (physical-AI-relevant classes)
physical ai · 🇺🇸 United States · 44 sources · 2 products
$275Mrevenue · FY2025 · USD$8.1B mkt cap
Discovered via news_counterparty (2026-07-12). News (Trump trades free markets for semiconductor self-sufficiency) — supplier: The US Defense Department spent US$400 million to acquire a 7.5% stake in rare e. Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-12reported edge→ Tesla physical_aisource ↗
2026-03-31financialWe ended the quarter with $1.7 billion of cash and short-term investments on the balance sheet.
2026-01-31financialMP Materials received an additional $32 million prepayment from Apple earned in the fourth quarter and received earlier this month for expansion of both recycling and magnet capacity.
2025-12-31capacity expansionMP Materials exceeded 50,000 metric tons of REO produced in 2025, another record annual performance.
2025-12-31financialMP Materials' Magnetics segment generated $8.4 million of adjusted EBITDA in the fourth quarter, bringing full year Magnetics EBITDA to $26.4 million.
2025-12-31product launchMP Materials achieved its target of producing its first magnets on commercial scale equipment at its Independence facility late last year.
2025-12-31financialMP Materials generated $40.3 million of adjusted segment EBITDA in Materials for the fourth quarter.
2025-12-31capacity expansionMP Materials doubled NdPr oxide output to 2,599 metric tons in 2025 and exited the year at an annualized run rate of nearly 4,000 metric tons of separated NdPr oxide.
2025-07-01partnershipSince the July 2025 agreement signing, MP Materials' Mountain Pass team has had a highly productive engagement with Apple on the recycling effort and finalized process design.
Financials — multi-year, confidence 1.0 (filings)
revenue
$134M'20
$332M'21
$528M'22
$253M'23
$204M'24
$276M'25
operating income
$-35M'20
$165M'21
$327M'22
$-18M'23
$-169M'24
$-123M'25
net income
$-22M'20
$135M'21
$289M'22
$24M'23
$-65M'24
$-86M'25
Supplies → 2
🇩🇪Vacuumschmelzephysical_aiL2›
🇺🇸Teslaphysical_aiL2›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Separated Rare Earth OxidesRare Earth Elements (REE) Extraction and Processing
physical ai · 🇯🇵 Japan · TSE: 6268 · 5 sources · 6 products · 995 patents
$2.1Brevenue · FY2025 · USD$3.4B mkt cap
Nabtesco Corporation is a Japanese manufacturer of precision reduction gears, including RV reducers used in industrial robot joints, alongside actuation systems for aircraft and railway equipment. Headquartered in Tokyo, it was formed in 2003 through the merger of Teijin Seiki and Nabco.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Hydraulic EquipmentRolling BearingsSC SeriesRV ReducersMD Series
Navitas SemiconductorpublicProduct-grade
ai compute · 🇺🇸 United States · NASDAQ: NVTS · 50 sources · 5 products · 265 patents
$46Mrevenue · FY2025 · USD$2.9B mkt cap
Navitas Semiconductor is a US semiconductor company specializing in gallium nitride (GaN) power ICs and silicon carbide (SiC) devices for power conversion in chargers, data centers and EVs. Founded in 2014, it is publicly traded and headquartered in Torrance, California.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-08litigationOn July 8, 2026, Navitas Semiconductor Corporation issued a press release regarding a patent infringement complaint filed by Wolfspeed against the Company.
2026-03-31product launchIntroduced new industry-leading Gen 5 GeneSiC technology based on patented Trench-assisted planar architecture, and released 1.2 kV Gen 5 SiC product in March tailored in packages to address higher power density DCDC and ACDC unit in PSU application.
2026-03-31financialQ1 2026 revenue of $8.6 million increased 18% sequentially, compared to $7.3 million in Q4 2025 and $14.0 million in Q1 2025.
2026-03-31financialQ1 2026 gross margin improved to 39.0% from 38.7% in prior quarter and 38.1% in Q1 2025.
2026-03-31product launchReleased industry-leading 20-kilowatt 800-volt to 6-volt DC-DC platform using latest 8x8 60-volt GaNFast aiming at 97.5% efficiency, formally unveiled in March at GDC and showcased at NVIDIA MGX.
2026-03-31executive changeTonya Stevens appointed as new CFO, joining in late March 2026, bringing 30 years of semiconductor financial leadership including 17 years at Intel and 7 years at Lattice Semiconductor.
2026-03-31financialCash and cash equivalents at end of Q1 2026 were $221 million compared to $237 million at end of Q4 2025, with no outstanding debt.
2026-02-09product launchNavitas announced a breakthrough 10-kilowatt DC-DC design platform employing advanced 650-volt and 100-volt GaNFast FETs with 98.5% peak efficiency.
2025-11-20partnershipNavitas announced a long-term strategic technology and manufacturing partnership with GlobalFoundries to accelerate GaN technology design and manufacturing in the United States.
2025-11-01financialNavitas completed a private placement of common stock in November with net proceeds of approximately $96 million.
2025-03-12product launchNavitas plans a major technology announcement coming up on March 12 which will be the company's first ever global online launch event.
2024-12-31financialGaN business grew over 50% in 2024 to an all-time high with revenues coming from mobile, consumer, appliance and the initial ramp up of data centers.
2024-12-31otherIn Q4, the company disengaged with a silicon carbide distributor, resulting in a one-time $11.6 million expense related to an inventory reserve and bad debt.
2024-12-31financialCash and cash equivalents at quarter end were $87 million and the company continues to carry no debt.
2024-12-31financialNavitas completed 2024 with an all-time high of $83 million in revenue.
2024-12-31financialNavitas completed 2024 with an extraordinary $450 million of design wins, which reflects lifetime revenues of new customer programs.
Patents — 265 CPC-scoped to ai compute (physical-AI-relevant classes)
Patents — 29 CPC-scoped to physical ai (physical-AI-relevant classes)
Power electronics25
Batteries4
Financials — multi-year, confidence 1.0 (filings)
revenue
$714M'21
$875M'22
$1.1B'23
$1.1B'24
$1.1B'25
$1.0B'26
operating income
$9M'21
$40M'22
$78M'23
$55M'24
$31M'25
$38M'26
net income
$11M'21
$49M'22
$48M'23
$51M'24
$36M'25
$39M'26
Nidec CorporationpublicProduct-grade
physical ai · 🇯🇵 Japan · TSE: 6594 · 18 sources · 1 products · 2254 patents
$16.1Brevenue · FY2025 · USD$17.5B mkt cap
World's largest comprehensive electric-motor maker (precision, automotive, industrial). Relevant here for servo/precision motors in robotics; broader business spans HDD/automotive/appliance motors. Founded 1973 (as Nippon Densan); HQ Kyoto.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Precision & servo motors
Ningbo Tuopu Group Co., Ltd.publicProduct-grade
physical ai · 🇨🇳 China · SSE: 601689 · 3 sources · 0 products · 41 patents
$4.4Brevenue · FY2025 · USD$13.0B mkt cap
Ningbo Tuopu Group Co., Ltd. is a China-based auto parts manufacturer producing NVH systems, chassis components, and lightweight and thermal-management parts for automotive and EV OEMs.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-06-30design-win→ Tesla rotary_actuatorsource ↗
Patents — 41 CPC-scoped to physical ai (physical-AI-relevant classes)
Other28
Electric motors5
Force / torque sensors3
Batteries3
Bearings2
Financials — multi-year, confidence 1.0 (filings)
revenue
$963M'20
$1.7B'21
$2.4B'22
$2.9B'23
$3.9B'24
$4.4B'25
operating income
$104M'20
$169M'21
$292M'22
$366M'23
$506M'24
$451M'25
net income
$93M'20
$150M'21
$251M'22
$317M'23
$444M'24
$411M'25
Supplies → 1
🇺🇸Teslarotary_actuator→ Tesla OptimusL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Ningbo YunshengpublicProduct-grade
physical ai · 🇨🇳 China · SSE: 600366 · 2 sources · 0 products · 34 patents
$806Mrevenue · FY2025 · USD$1.9B mkt cap
Ningbo Yunsheng is a China-based manufacturer of permanent magnet materials, including NdFeB magnets used in motors and industrial automation equipment. It is publicly listed in China.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
ai compute · 🇺🇸 United States · NASDAQ: NVDA · 598 sources · 18 products · 2061 patents
$215.9Brevenue · FY2026 · USD$5.02T mkt cap
Designer of GPUs and AI accelerators; the dominant AI-compute chip vendor and the connective hub of the launch set (buys HBM from SK hynix; invested in Figure AI). Founded 1993; HQ Santa Clara, CA.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2027-04-01capacity expansionA 140-megawatt AI factory will be constructed around 27,500 Rubin chips on the site of a former Sharp factory in Sakai, Osaka Prefecture, with construction beginning in April 2027.
2026-07-16partnershipNvidia will offer technological support for Toyota's Woven City project and cooperate with Hitachi Ltd. to develop a system that integrates and controls entire factories and power plants.
2026-07-16otherNVIDIA CEO Jensen Huang dined at a yakiton restaurant in Tokyo's Kanda district and met with executives from major Japanese materials companies to strengthen ties.
2026-07-16product launchCEO Jensen Huang declared that Vera Rubin AI accelerator system is already in production with giant amounts of production incoming.
2026-07-16partnershipNvidia and Fujitsu will consider businesses in various sectors such as factories, retail and logistics with Fanuc Corp., Yaskawa Electric Corp. and Kawasaki Heavy Industries Ltd.
2026-07-16partnershipNvidia partnered with Japanese companies including FANUC and Yaskawa Electric to advance the development of robotics and AI.
2026-07-16partnershipNvidia announced plans to expand collaboration with Japanese companies including Toyota Motor Corp., Fujitsu Ltd., and others on advanced AI and robotics implementation.
2026-07-16supply dealNvidia will provide advanced graphics processing units to Noetra Corp., a new company established by Japanese firms to develop domestic artificial intelligence technology.
2026-07-16financialNVIDIA shares fell 3% in the session.
2026-07-16reported edge→ Kawasaki Heavy Industries ai_chipssource ↗
2026-07-16reported edge→ Yaskawa Electric ai_chipssource ↗
2026-07-16reported edgeKawasaki Heavy Industries → industrial_armsource ↗
2026-07-16reported edge→ Kawasaki Heavy Industries ai_chipssource ↗
2026-07-16reported edgeYaskawa Electric → industrial_armsource ↗
2026-07-15product launchNvidia unveiled Jetson Thor T3000 and T2000 compute modules based on Jetson AGX Thor architecture for robotics and edge AI applications.
2026-07-13financialNVIDIA fell among Dow index components on July 13 amid broader semiconductor sector weakness.
2026-07-07financialNVIDIA continues to see unprecedented data center demand and serves as a highly liquid cash register for global technology funds during the market sell-off.
2026-06-28executive changeNVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, effective August 24, 2026, with an annual base salary of $1,000,000, sign-on bonus of $5,000,000, target variable compensation of $1,500,000, RSU equity grant of $35,000,000, and performance
2026-06-26financialNVIDIA shares were mentioned among major stocks tracked in cautious Canadian trading on June 26, 2026.
2026-06-24otherNVIDIA announced it will hold its 2026 Annual Meeting of Stockholders online on Wednesday, June 24, at 9 a.m. PT.
2026-06-23product launchNVIDIA announced BioNeMo Agent Toolkit with tools for agents to accelerate scientific discovery.
2026-06-23product launchNVIDIA announced BioNeMo Agent Toolkit, a comprehensive suite of domain-specific tools and skills for agentic life sciences workflows spanning biology, chemistry, genomics and drug discovery.
2026-06-22product launchNVIDIA announced Halos for Robotics, the industry's first full-stack safety system for physical AI.
2026-06-22product launchNVIDIA announced Halos for Robotics, the industry's first full-stack safety system for physical AI, extending autonomous vehicle safety to robotics applications.
2026-06-22capacity expansionNVIDIA announced that a record 35 NVIDIA AI HPC supercomputers are in development across Europe, with 800 AI exaflops deployed or announced since last year.
2029-12-31capacity expansionPhase 1 of the VSMC joint venture fab will support 130 nanometers to 40 nanometer mixed signal power management and analog products, with Phase 1 producing 55,000 wafers per month when fully operational in 2029.
2026-07-16financialNXP Semiconductors shares fell 3.6% in afternoon trading session.
2026-01-01M&ASTMicroelectronics announced the closure of NXP's MEMS sensor business acquisition, with NXP receiving $900 million in gross proceeds and recognizing a onetime gain of approximately $630 million.
2025-06-30partnershipNXP has equity accounted foundry joint ventures under construction with VSMC and ESMC, paying $50 million into VSMC and $16 million into ESMC in Q2 2025.
2025-06-30M&ANXP closed the acquisition of TTTech Auto in the second quarter of 2025.
2025-06-30supply dealNXP paid $35 million towards capacity access fees related to TSMC in Q2 2025.
2025-02-10M&ANXP announced the intention to acquire Kinara for $307 million, an industry leader in high-performance, energy efficient, and programmable neural processes.
2025-01-01M&ANXP announced intention to acquire TT Tech Auto, a division of TT Tech, a privately held software company based in Austria, for $625 million.
2024-12-15M&ANXP announced intention to acquire Aviva Links for $243 million, a Silicon Valley startup focused on multi-gigabit automotive connectivity technology based on ASA-MLE standard.
2024-08-29financialNXP Board authorized an increase of buyback capacity to purchase an additional $2 billion with total balance of $2.64 billion at end of Q3.
2024-06-05partnershipNXP formed a 60-40 manufacturing joint venture with Vanguard International Semiconductor to build a 300 millimeter fab in Singapore.
2023-08-01partnershipNXP's participation in the TSMC-led joint venture in Europe was announced in August 2023.
2022-03-09otherNXP Semiconductors is listed as a key market player in the global eSIM market.
Patents — 18 CPC-scoped to physical ai (physical-AI-relevant classes)
physical ai · 🇯🇵 Japan · TSE: 6752 · 6 sources · 0 products · 1518 patents
$49.7Brevenue · FY2026 · USD$57.5B mkt cap
Panasonic Corporation is a Japanese electronics and industrial conglomerate producing batteries, consumer electronics, and automotive and industrial components; founded in 1918 as Matsushita Electric Industrial and now operating under holding company Panasonic Holdings.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-06-23capacity expansionProterial India approved for rare earth magnet manufacturing unit with combined investment of Rs 3,500 crore.
2026-06-18capacity expansionProterial India received approval for a ₹2,250 crore advanced materials investment project in Andhra Pradesh.
2026-06-17capacity expansionProterial will invest ₹2,250 crore to establish a rare earth permanent magnet manufacturing facility in Andhra Pradesh producing 1.2 ktpa of NdFeB magnets.
2026-06-16capacity expansionProterial will set up a rare earth permanent magnet manufacturing facility in Andhra Pradesh, India with an investment of ₹2,250 crore to produce 1.2 kilo tonnes per annum of sintered neodymium-iron-boron magnets.
2026-06-16capacity expansionProterial is investing ₹2,250 crore to establish a rare earth permanent magnet manufacturing facility in Andhra Pradesh with capacity of 1.2 kilotonnes per annum of sintered neodymium-iron-boron magnets.
Patents — 448 CPC-scoped to physical ai (physical-AI-relevant classes)
2025-12-18WO2025258617METHOD FOR MANUFACTURING MAGNETIC WEDGE
2025-12-11WO2025253907POLAR ANISOTROPIC MAGNET, METHOD FOR MANUFACTURING SAME, AND PERMANENT MAGNET SYNCHRONOUS MOTOR COMPRISING SAID POLAR ANISOTROPIC MAGNET
2023-07-27WO2023140179THREE-PHASE COIL STRUCTURE AND LINEAR MOTOR
2023-07-27WO2023140303LAMINATED MAGNETIC MEMBER AND METHOD FOR MANUFACTURING LAMINATED MAGNETIC MEMBER
2023-06-22WO2023112829SINGLE-PHASE ROTARY ELECTRIC MACHINE, AND VACUUM CLEANER, ELECTRIC AIRCRAFT, AND ELECTRIC MACHINE TO WHICH SINGLE-PHASE ROTARY ELECTRIC MACHINE IS APPLIED
2023-04-13WO2023058736MAGNETIC WEDGE, DYNAMO-ELECTRIC MACHINE, AND METHOD FOR MANUFACTURING MAGNETIC WEDGE
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Ferrite MagnetsRare Earth MagnetsSoft Magnetic MaterialsHard Disk Drive (HDD) ComponentsSamarium Cobalt (SmCo) MagnetsNeodymium (NdFeB) MagnetsMagnetic AlloysMagnetic Materials for MotorsMotor MagnetsFerrite Magnets
QualcommpublicProduct-grade
physical ai · 🇺🇸 United States · NASDAQ: QCOM · 163 sources · 7 products · 2112 patents
$44.3Brevenue · FY2025 · USD$179.8B mkt cap
Qualcomm is a US semiconductor and wireless technology company, founded in 1985, known for Snapdragon system-on-chip platforms used in smartphones, PCs (Snapdragon X Elite/Plus), and robotics (Snapdragon RB3 Gen 2).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-20product launchMotorola Edge 70 Max smartphone launched with Snapdragon 8 Gen 5 chipset.
2026-07-07partnershipQualcomm Technologies partnered with Applied Materials on the SENZ integrated ambient visual platform for AI-powered smart glasses.
2026-06-30M&AQualcomm's reported $8 billion to $10 billion acquisition deal with Tenstorrent is not currently in talks, according to Tenstorrent CEO Jim Keller.
2026-06-25M&AQualcomm announced an all-stock acquisition of Modular for approximately $3.9 billion.
2026-06-24M&AQualcomm is set to acquire AI startup Modular in an all-stock deal worth nearly $4 billion.
2026-06-24M&AQualcomm agreed to buy AI startup Modular in an all-stock deal valued at nearly $4 billion.
2026-06-24M&AQualcomm agreed to buy AI startup Modular in an all-stock deal valued at nearly $4 billion.
2026-06-17product launchQualcomm Technologies Inc. launched the Snapdragon Scalable Turnkey AI-Ready Toolkit (START) to support brands in bringing their own personal AI devices to market, beginning with smart glasses.
2026-06-15M&AQualcomm is in talks for the acquisition of AI chip design startup Tenstorrent for a transaction valued at $8 billion to $10 billion.
2026-06-05litigationRedstone Logics LLC sues Qualcomm Inc. for patent infringement regarding 830 Patent.
2025-09-01product launchQualcomm unveiled Snapdragon X2 Elite and X2 Elite Extreme platforms for premium laptops.
2025-09-01partnershipQualcomm and Google announced expanded partnership including integration of Google Gemini models to Snapdragon Digital Chassis solutions.
2025-09-01product launchQualcomm introduced Snapdragon 8 Elite Gen 5 mobile platform for next-generation flagship AI smartphones equipped with third-generation Oryon CPU.
2025-04-23partnershipQualcomm announced new collaborations with Visteon and PATEO to create next generation AI intelligent cockpit solutions based on Snapdragon Cockpit Elite.
2025-04-23partnershipQualcomm is collaborating with Disa SV to jointly deliver a suite of pre integrated ADAS solutions that support L1 and L2 plus functions.
2025-03-05product launchGraniteShares announced a 2x Short QCOM Daily ETF tracking Qualcomm stock performance.
2025-02-24product launchQualcomm announced its X85 5G platform, the world's most advanced AI powered modem 2 antenna system delivering substantial improvements in speed, efficiency, coverage and power consumption.
2025-02-05partnershipQualcomm announced new collaborations with Alps Alpine, Amazon, Google, Leapmotor, Mahindra, and Hyundai Mobis, which will use Snapdragon digital chassis solutions.
2025-02-05product launchQualcomm announced its newest compute platform, the Snapdragon X, specifically designed to address PCs in the $600 price range.
2025-02-05supply dealQualcomm recently signed Transsion to a long-term 4G license to go along with the 5G license signed in the last fiscal year.
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Qualcomm Kryo CPUSnapdragon 8 Gen 3Snapdragon Robot RB3 Gen 2Adreno GPUHexagon ProcessorSnapdragon X PlusSnapdragon X Elite
Rainbow RoboticspublicProduct-grade
physical ai · 🇰🇷 South Korea · KRX: 277810 · 61 sources · 3 products · 119 patents
$24Mrevenue · FY2025 · USD
Rainbow Robotics is a South Korea-based robotics company, spun off from KAIST, known for its HUBO humanoid robot series and collaborative industrial robots. It is publicly listed on the KOSDAQ exchange.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2024-04-30capacity expansionRainbow Robotics is investing 29,472,660,000 KRW (22.6% of equity of 130,656,200,153 KRW) in new facility construction comprising a company headquarters and manufacturing facility in Sejong Special Self-Governing City, with investment period from May 16, 2024 to March 27, 2026.
2026-07-30financial reportSamsung Electro-Mechanics announced advance notice of financial results disclosure for the fiscal quarter ended June 30, 2026 (April 1 – June 30, 2026), with results scheduled to be publicly disclosed on July 30, 2026.
2026-07-30disclosureSamsung Electro-Mechanics will hold an investor relations conference call on July 30, 2026 at 13:30 to present Q2 2026 operating results and conduct Q&A with institutional investors, individual investors, and analysts via conference call with concurrent webcast.
2026-07-10financialSamsung Electro-Mechanics added 3.95 percent in Seoul trading on Friday.
2026-07-05financialSamsung Electro-Mechanics experienced net sales of 124.5 billion won by the National Pension Service during portfolio rebalancing in July 2026.
2026-07-02related party dealSamsung Electro-Mechanics announces decision to acquire stocks and investment securities in other entities.
2026-07-02disclosureSamsung Electro-Mechanics discloses future business and management plans.
ai compute · 🇰🇷 South Korea · KRX: 005930 · 299 sources · 4 products · 3917 patents
$225.6Brevenue · FY2025 · USD$1.15T mkt cap
Samsung Electronics Co., Ltd. is a South Korean electronics company producing memory chips, HBM, foundry services, and Exynos processors, alongside consumer electronics; founded in 1969.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2027-01-01product launchSamsung may introduce a Galaxy S27 Pro smartphone in early 2027 with either Qualcomm Snapdragon 8 Elite Gen 6 or Samsung Exynos 2700 processor depending on market.
2026-07-16financialSamsung Electronics plunged 8.77 percent to 255,000 won in Seoul trading on July 16, 2026.
2026-07-16financialSamsung Electronics fell 8.9% amid the broader chipmaker selloff.
2026-07-16financialSamsung Electronics plunged 9.03 percent on the KOSPI on July 16, 2026, amid tech stock losses driven by Middle East tensions and AI valuation concerns.
2026-07-16financialSamsung Electronics plunged 8.77 percent to 255,000 won in Seoul trading due to technology sector losses amid Middle East tensions.
2026-07-16financialSamsung Electronics fell 7.33% in Seoul trading on July 16, 2026.
2026-07-16financialSamsung Electronics fell nearly nine percent amid chip-related stock selloff.
2026-07-15regulatorySouth Korean regulators warned about leveraged ETFs tracking Samsung, with 2x leveraged products approved in late May growing to over $9 billion.
2026-07-13related party dealSamsung Electronics decided to distribute 1,132,477 common shares valued at ₩285,000 per share (total ₩322.76 billion) to 928 executives and employees as long-term performance incentives on July 13, 2026, using treasury shares held within distributable earnings.
2026-07-13buybackSamsung Electronics disposed of 1,132,477 treasury shares on July 13, 2026, at 254,500 KRW per share, generating total proceeds of 288,215,396,500 KRW through three brokers (Samsung Securities, KB Securities, and Shinhan Investment & Securities). Post-disposal, Samsung held 79,87
2026-07-08financialSamsung Electronics reported the best quarter in its history but shares fell 6.25 per cent on July 8, 2026, due to investor concerns about memory competition.
2026-07-08buybackSamsung Electronics disposed of 1,083,434 treasury shares to employees on July 8, 2026, at 277,500 KRW per share, generating total proceeds of 300,652,935,000 KRW through three brokers (Samsung Securities, KB Securities, and Shinhan Investment & Securities).
2026-07-07litigationSamsung Electronics Co., Ltd. v. Netlist, Inc. — patent dispute regarding the 830 Patent in District Court, D. Delaware.
2026-07-07financialSamsung reported operating profit estimates of $59 billion and sales of $113 billion but the announcement failed to impress investors.
2026-07-07financialSamsung Electronics announced 2026 Q2 preliminary earnings results on the morning of July 7, which triggered significant selling pressure on Korean and Japanese equity markets.
2026-07-07financialSamsung Electronics issued record forward operating profit guidance but experienced an 8% stock price drop alongside the broader KOSPI index sell-off.
2026-07-06litigationNetlist Inc v. Samsung Electronics Co., Ltd. — patent dispute regarding the 830 Patent in District Court, E.D. Texas.
2026-07-05financialSamsung Electronics was the biggest net sale by the National Pension Service at 212.5 billion won during portfolio rebalancing in July 2026.
2026-07-02litigationCerinet USA sues Samsung Electronics America, Inc. for patent infringement regarding 830 Patent.
2026-07-09US20260194929DISTRIBUTED VOLTAGE REGULATING CIRCUIT, METHOD OF OPERATING DISTRIBUTED VOLTAGE REGULATING CIRCUIT, AND SYSTEM-ON-CHIP INCLUDING DISTRIBUTED VOLTAGE REGULATING CIRCUIT
2026-07-09US20260194933SENSOR DEVICE AND DISPLAY APPARATUS INCLUDING THE SAME
2026-07-09US20260194988ELECTRONIC APPARATUS AND METHOD FOR CONTROLLING ELECTRONIC APPARATUS
2026-07-09US20260195008ELECTRONIC DEVICE AND OPERATING METHOD THEREOF
2026-07-09US20260195042APPARATUS AND METHOD TO IMPROVE QUALITY OF SERVICE (QoS) IN A STORAGE DEVICE
2026-07-09US20260195060ELECTRONIC SYSTEM AND METHOD OF COMPRESSING SORTED STRING TABLES
2026-07-09US20260195074MEMORY EXPANDER, OPERATING METHOD OF MEMORY EXPANDER, AND COMPUTING SYSTEM
2026-07-09US20260195137PROCESSOR INCLUDING RESPONSE HANDLING BLOCK, OPERATION METHOD THEREOF, AND SYSTEM INCLUDING THE SAME
2026-07-09US20260195150ELECTRONIC DEVICE FOR EXECUTING PLURALITY OF APPLICATIONS IN FOREGROUND
2026-07-09US20260198200DISPLAY DEVICE AND ELECTRONIC DEVICE INCLUDING THE SAME
2026-07-02US20260182916WEARABLE DEVICE FOR MEASURING LOCAL IMPEDANCE AND AREA IMPEDANCE USING MULTIPLE ELECTRODES AND CONTROL METHOD THEREOF
2026-07-02US20260186657STORAGE CONTROLLER AND STORAGE DEVICE INCLUDING THE SAME
2026-07-02US20260186666BUFFER CHIP, A MEMORY SYSTEM INCLUDING THE BUFFER CHIP AND A METHOD FOR OPERATING THE MEMORY SYSTEM
2026-07-02US20260186675METHOD AND DEVICE WITH MEMORY MANAGEMENT
2026-07-02US20260186687OPERATION METHODS OF STORAGE CONTROLLER AND STORAGE DEVICE INCLUDING STORAGE CONTROLLER, AND STORAGE SYSTEM INCLUDING STORAGE DEVICE
2026-07-02US20260186690STORAGE CONTROLLER AND METHOD OF OPERATING THE SAME
2026-07-02US20260186700MEMORY CONTROLLER, OPERATING METHOD OF MEMORY CONTROLLER, AND STORAGE DEVICE COMPRISING MEMORY CONTROLLER
2026-07-02US20260186708MEMORY CONTROLLER, METHOD OF OPERATING THE SAME, AND SYSTEM INCLUDING THE SAME
2026-07-02US20260186841METHOD OF EXECUTING PROGRAM USING PLURALITY OF HARDWARE RESOURCES AND ELECTRONIC DEVICE FOR PERFORMING THE METHOD
2026-07-02US20260186906METHOD FOR OPERATING SERVER CONTROLLER, SERVER CONTROLLER AND STORAGE SERVER
2026-07-02US20260186970MULTI-NODE COMPUTING SYSTEM WITH MEMORY COHERENCE MANAGEMENT METHOD
2026-07-02US20260186994OPERATION METHOD OF STORAGE CONTROLLER CONFIGURED TO CONTROL NONVOLATILE MEMORY DEVICE
2026-07-02US20260187143METHOD OF GENERATING SEARCH KEYWORD FOR VIDEO CONTENT, AND ELECTRONIC DEVICE PERFORMING THE METHOD
2026-07-02US20260187283METHOD AND APPARATUS WITH VIRTUAL DATA GENERATION
2026-07-02US20260187316SEMICONDUCTOR 3D STRUCTURE GENERATING DEVICE AND OPERATION METHOD THEREOF
2026-07-02US20260187364METHOD AND APPARATUS WITH LANGUAGE INPUT PROCESSING
2026-07-02US20260187379METHOD AND APPARATUS WITH EVENT EXTRACTION
2026-07-02US20260188149PROJECTION DEVICE AND OPERATING METHOD THEREOF
2026-06-25US20260178580ELECTRONIC APPARATUS AND CONTROLLING METHOD THEREOF
2026-06-25US20260178594APPARATUS AND METHOD WITH VISUAL QUESTION ANSWERING
2026-06-25US20260178640ELECTRONIC DEVICE FOR PROVIDING CONTENT SEARCH FOR SENTENCE-LIKE UTTERANCES AND OPERATING METHOD THEREOF
2026-06-25US20260178651METHOD AND APPARATUS FOR DATA GENERATION
2026-06-25US20260178656ELECTRONIC DEVICE, METHOD, AND NON-TRANSITORY COMPUTER READABLE STORAGE MEDIUM TO GENERATE MEDIA COLLECTION INCLUDING MEDIA CONTENTS
2026-06-25US20260178738ELECTRONIC DEVICE, METHOD, AND NON-TRANSITORY COMPUTER READABLE STORAGE MEDIUM TO RESTORE STATE OF FIRMWARE PROGRAM
2026-06-25US20260178814COMPUTING DEVICE AND VERIFICATION METHOD FOR PERFORMING VERIFICATION ON LAYOUT OF INTEGRATED CIRCUITS
2026-06-25US20260179690MEMORY DEVICE AND METHOD OF OPERATING THE SAME
2026-06-25US20260179694VOLTAGE GENERATOR, MEMORY DEVICE AND STORAGE DEVICE COMPRISING THE SAME
2026-06-25US20260179711SEMICONDUCTOR MEMORY DEVICE INCLUDING ONE-TIME PROGRAMMABLE MEMORY DEVICE AND METHOD OF CONTROLLING THE SAME
2026-06-25US20260179715STORAGE CONTROLLER PERFORMING ODT TRAINING, METHOD OF OPERATING THE SAME, AND METHOD OF OPERATING STORAGE SYSTEM INCLUDING THE SAME
2026-06-25US20260181365ELECTRONIC DEVICE AND METHOD FOR CONTROLLING THE SAME
2026-07-30disclosureSamsung SDI will hold an investor relations conference call on July 30, 2026 at 14:00 to discuss Q2 2026 operating results and outlook, conducted via conference call with simultaneous Korean and English webcasting.
2026-07-02disclosureSamsung SDI disclosed future business and management plans.
2026-06-30related party dealSamsung SDI decided on a monetary loan transaction.
2026-06-30disclosureSamsung SDI disclosed sustainability management report and related matters.
2026-06-30financialSamsung SDI sank 4.88 percent to 487,000 won following battery share retreat.
2026-06-11financialSamsung SDI went down 5.14 percent on Seoul stock exchange on June 11, 2026.
2026-06-10disclosureSamsung SDI filed notification of change in major shareholder stock ownership.
2026-06-10financialSamsung SDI went down 0.58 percent in Seoul trading on June 10, 2026.
Schaeffler AG is a German industrial and automotive supplier producing bearings and precision components under the FAG and INA brands, along with linear guides and actuation systems. Founded in 1946 and headquartered in Herzogenaurach, it is publicly listed.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
physical ai · 🇨🇳 China · SZSE: 002472 · 2 sources · 0 products · 11 patents
$1.3Brevenue · FY2025 · USD$4.7B mkt cap
Shuanghuan Driveline is a China-based manufacturer of precision gears and driveline components, including transmission systems used in automotive and industrial automation applications. It is publicly listed in China.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-05-31product launchSiemens EDASiemens is integrating NVIDIA NemoClaw and OpenShell into Fuse EDA AI Agent for chip design and circuit board system design.
ai compute · 🇰🇷 South Korea · KRX: 000660 · 344 sources · 2 products · 2098 patents
$64.4Brevenue · FY2025 · USD$881.9B mkt cap
South Korean memory-chip maker; global HBM leader (~57-62% share) and key supplier to NVIDIA. Founded 1983 (as Hyundai Electronics), into SK Group 2012. HQ Icheon, Gyeonggi.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-29disclosureSK hynix Inc. will hold an investor relations conference call on July 29, 2026 at 09:00 to present Q2 2026 financial results, with simultaneous webcast in Korean and English.
2026-07-17financialUS-listed shares of SK Hynix plummeted by over 13% during Thursday's market selloff in AI chip-related stocks.
2026-07-17financialSK hynix shares have nearly tripled since the beginning of 2026 and the company overtook Samsung Electronics to become Korea's most valuable listed company by market capitalization for the first time in 25 years.
2026-07-16financialSK hynix tumbled 11.19 percent on the KOSPI on July 16, 2026, leading chipmaker declines amid broader tech stock losses.
2026-07-16financialSK Hynix ADRs plummeted 9% on Thursday, dragging the KOSPI index down more than 6%.
2026-07-16financialSK hynix tumbled 11.53 percent to 1,842,000 won in Seoul trading as semiconductor industry concerns pressured the index.
2026-07-16financialSK Hynix shares dropped 10.95% in Seoul on July 16, 2026, reversing the previous session's rally.
2026-07-16financialSK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut, with a South Korean brokerage lowering its second-quarter earnings forecast.
2026-07-16financialSK Hynix tumbled more than 11 percent in regional chipmaker selloff.
2026-07-16financialKIS projected SK Hynix's second-quarter operating profit at 60.4 trillion won, roughly 8% below the 65 trillion won market consensus, due to heavy reliance on long-term fixed-price contracts for premium HBM chips.
2026-07-16financialSK hynix stock tumbled as much as 11.7% on renewed selling in chipmaker shares.
2026-07-16financialSK hynix tumbled 11.53 percent to 1,842,000 won in Seoul trading on July 16, 2026.
2026-07-15regulatorySouth Korean regulators warned about leveraged ETFs tracking SK Hynix, with 2x leveraged products approved in late May growing to over $9 billion.
2026-07-14capital raisedSK hynix Inc. is issuing 17,790,000 ordinary shares at KRW 2,249,751 per share (totaling KRW 40,023,070,290,000) via third-party allocation to Citibank, N.A. as depositary for underlying American Depositary Receipts (ADRs) to be offered publicly in the United States at USD 149.00
2026-07-14capital raisedSK hynix issued 17,790,000 ordinary shares (via ADR) to overseas institutional investors for USD 26,507,100,000 (KRW 39,890,534,790,000) on July 14, 2026, with 10 ADRs issued per ordinary share at USD 1,490 per 10 ADRs. Proceeds designated for facility investments.
2026-07-14capital raisedSK hynix decided to issue 17,790,000 new common shares at 2,249,751 KRW per share (2.72% premium to reference price of 2,190,229 KRW) via third-party allotment to raise 40,023,070,290,000 KRW for facility investments, with all shares deposited as American Depositary Receipts (ADR
2026-07-14capital raisedSK hynix issued 17,790,000 new ordinary shares via third-party placement to Citibank, N.A. (as overseas depositary) for KRW 39,890,534,790,000 (approximately USD 26,507,100,000 in ADRs) on July 14, 2026, with the shares to be converted into American Depositary Receipts for overse
2026-07-13financialSK hynix Inc. (SKHY) was trading at $151.61 with 3,804,023 shares traded in pre-market activity on July 13, 2026.
2026-07-13financialSK hynix ADR dropped nearly 10% on concerns about rising oil prices and interest rates affecting semiconductor sector.
2026-07-10financialSK Hynix raised $26.5 billion in the second-largest U.S. share sale in history, debuting on Nasdaq with shares rising 12.8% on first day of trading.
2024-01-01product launchSK Innovation will showcase advanced battery materials at CES 2024.
Patents — 1999 CPC-scoped to physical ai (physical-AI-relevant classes)
Batteries1992
Computing5
Power electronics1
Semiconductors1
Financials — multi-year, confidence 1.0 (filings)
revenue
$22.9B'20
$31.4B'21
$52.4B'22
$51.9B'23
$50.2B'24
$53.9B'25
operating income
$-1625M'20
$1.2B'21
$2.6B'22
$1.1B'23
$15M'24
$-181M'25
net income
$-1458M'20
$196M'21
$1.1B'22
$172M'23
$-1517M'24
$-2247M'25
SKFpublicProduct-grade
physical ai · 🇸🇪 Sweden · STO: SKF-B · 48 sources · 10 products · 32 patents
$9.5Brevenue · FY2025 · USD$12.0B mkt cap
SKF is a Swedish manufacturer of bearings and related components, founded in 1907. Its products include ball, roller, and needle bearings used across industrial and automotive machinery.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-03-19US20260081548SYSTEM FOR PROCESSING A PRODUCT DURING ROTATION
2026-03-05US20260066725LOW PROFILE ROTOR FOR ROTATABLE MACHINING PLATFORMS
2026-02-26US20260058518BEARING DEVICE WITH ELECTRICAL INSULATION INCORPORATED, IN PARTICULAR FOR AN ELECTRIC MOTOR OR ELECTRICAL MACHINE
2026-01-15US20260018975INTERNALLY SHUNTING GROUNDING BRUSH ASSEMBLY WITH AXIAL BRUSHES
2026-01-15US20260018976INTERNALLY SHUNTING GROUNDING BRUSH ASSEMBLY WITH A SPIRAL BRUSH
2026-01-15US20260018977INTERNALLY SHUNTING GROUNDING BRUSH ASSEMBLY WITH AXIAL BRUSHES AND CENTERING BEARINGS
2026-01-15US20260018978INTERNALLY SHUNTING GROUNDING BRUSH ASSEMBLY WITH AXIALLY-EXTENDING CONDUCTIVE FIBERS
2025-12-11US2025377017POSITION SENSOR ROUTING SUPPORT, MAGNETIC BEARING MODULE AND PRODUCTION METHOD
2025-12-11US2025379487RADIAL ACTUATOR ROUTING SUPPORT AND ASSOCIATED MAGNETIC BEARING MODULE
2025-11-06US2025341232BEARING DEVICE WITH INTEGRATED ELECTRICAL INSULATION, NOTABLY FOR AN ELECTRIC MOTOR OR MACHINE, AND ASSOCIATED MANUFACTURING METHODS
2025-10-16US2025320896BEARING DEVICE WITH INTEGRATED ELECTRICAL INSULATION, NOTABLY FOR ELECTRICAL MACHINE OR ELECTRIC MOTOR, AND ASSOCIATED METHODS OF MANUFACTURE
2025-10-16US2025321126METHOD AND DEVICE FOR CONDITIONING A MEASUREMENT SIGNAL
Financials — multi-year, confidence 1.0 (filings)
revenue
$9.9B'18
$9.1B'19
$7.7B'20
$8.5B'21
$10.0B'22
$10.8B'23
$10.2B'24
$9.5B'25
operating income
$1.3B'18
$994M'19
$731M'20
$1.1B'21
$883M'22
$1.2B'23
$979M'24
$777M'25
net income
$839M'18
$588M'19
$446M'20
$855M'21
$463M'22
$663M'23
$670M'24
$409M'25
Buys from ← 3
🇸🇪Sandvik ABsteelL2›
🇸🇪Ovakophysical_aiL2›
🇸🇪Ovakophysical_aiL250›
Supplies → 1
🇺🇸Teslarobotics→ Tesla OptimusL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
STMicroelectronics is a semiconductor company headquartered in Switzerland, formed in 1987 from the merger of Italian and French chipmakers, producing MEMS sensors (LSM6, LIS3DH), VL53L time-of-flight sensors, and STM32 microcontrollers.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-13financialSTMicroelectronics N.V. (STM) was trading at $69.42 with 1,229,666 shares traded in pre-market activity on July 13, 2026.
2026-07-10buybackSTMicroelectronics repurchased 96,195 ordinary shares on Euronext Paris between July 6-10, 2026 at a weighted average price of EUR 60.2676 per share for a total of EUR 5,797,437.03, bringing total treasury shares held to 18,978,298 shares (approximately 2.1% of issued capital).
2026-07-03buybackSTMicroelectronics repurchased 145,390 ordinary shares on Euronext Paris from June 29 to July 3, 2026, at a weighted average price of EUR 63.5445 per share for a total of EUR 9,238,728.20, bringing total treasury shares held to 18,882,103 (approximately 2.1% of issued share capit
2026-03-01capacity expansionSTMicroelectronics announced that the first batch of STM32 wafers fully produced in China for ST by partner Huahong has been delivered to customers in China.
2026-02-01M&ASTMicroelectronics completed the acquisition of NXP's MEMS sensor business in February 2026.
2025-07-01M&ASTMicroelectronics entered a definitive transaction agreement for the acquisition of NXP's MEMS sensor business for a purchase price of up to $950 million in cash.
2025-03-31partnershipAt the end of March, ST signed a development and manufacturing agreement for Gallium Nitride technology with Innoscience including a joint development initiative on GaN-powered technology, as well as a reciprocal agreement allowing each company to use the other front-end manufact
2024-12-01product launchIn December, we made our most powerful MCU series, the STM32N6 available for broad market adoption.
2024-10-01otherIn October, we also announced the launch of a new company-wide program to reshape our manufacturing footprint, accelerating our wafer fab capacity to 300-mm silicon in Agrate and Crolles and 200mm silicon carbide in Catania and resizing our global cost base.
2024-10-01partnershipIn October, we announced a new strategic collaboration with Qualcomm Technologies for the new generation of industrial and consumer IoT solutions.
2024-10-01executive changeJerome Ramel appointed as Executive Vice President, Corporate Development and Integrated External Communication.
2024-09-28financialQ3 2024 net revenues of $3.25 billion, down 26.6% year-over-year with gross margin of 37.8%.
2024-06-21financialST launched a new share buyback plan totaling up to $1.1 billion to be executed within a 3-year period on June 21, 2024.
2024-06-01product launchIn June, the ST Edge AI Suite came online bringing together tools, software and knowledge to simplify and accelerate edge AI application development.
2024-06-01supply dealIn June, we signed a long-term silicon carbide supply agreement with Geely Auto.
2024-05-01capacity expansionIn May, we announced the construction of a new high volume 200-millimeter silicon carbide manufacturing facility in Catania, Italy to manufacture power devices and modules, including testing and packaging, along with the silicon carbide substrate manufacturing facility on the sam
2024-05-01capacity expansionIn May, ST announced a strategic update with the construction of a new high-volume 200-millimeter silicon carbide manufacturing facility in Catania, Italy, with a EUR 5 billion multiyear investment including EUR 2 billion support provided by the State of Italy.
2024-05-01executive changeIn May, I was pleased to be reappointed as member and Chairman of the Managing Board for a three-year term to expire at the end of 2027 Annual General Meeting of Shareholders.
2022-03-09otherSTMicroelectronics is listed as a key market player in the global eSIM market.
Patents — 376 CPC-scoped to physical ai (physical-AI-relevant classes)
2024-03-28WO2024062741METHOD FOR MODELING WAFER SHAPE, AND METHOD FOR MANUFACTURING WAFER
2021-05-06WO2021084843POINT DEFECT SIMULATOR, POINT DEFECT SIMULATION PROGRAM, POINT DEFECT SIMULATION METHOD, METHOD FOR MANUFACTURING SILICON SINGLE CRYSTAL, AND SINGLE CRYSTAL PULLING DEVICE
2025-07-16design-win→ Sumitomo Heavy Industries ai_computesource ↗
Financials — multi-year, confidence 1.0 (filings)
revenue
$18.0B'21
$20.7B'22
$24.7B'23
$27.1B'24
$28.8B'25
$31.5B'26
operating income
$701M'21
$752M'22
$1.1B'23
$1.4B'24
$2.0B'25
$2.6B'26
net income
$347M'21
$593M'22
$694M'23
$922M'24
$1.2B'25
$2.3B'26
Supplies → 1
🇯🇵Sumitomo Heavy Industriesai_computeL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Sumitomo Heavy IndustriespublicProduct-grade
physical ai · 🇯🇵 Japan · TSE: 6302 · 8 sources · 3 products · 1225 patents
$7.1Brevenue · FY2026 · USD$3.7B mkt cap
Sumitomo Heavy Industries is a Japanese industrial machinery conglomerate producing precision reduction gears, including Cyclo and planetary reducers, used in robotics and industrial equipment.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-07-03WO2025142425CONTINUOUSLY VARIABLE TRANSMISSION SYSTEM, CONTINUOUSLY VARIABLE TRANSMISSION, AND METHOD FOR CONTROLLING CONTINUOUSLY VARIABLE TRANSMISSION SYSTEM
2025-07-03WO2025142426CONTROL DEVICE AND DRIVE ACTUATOR
🇯🇵Kawasaki Heavy Industriesplanetary_reducers→ MOTOMANL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Cyclo ReducerPrecision GearsPlanetary Reducer
Suzhou Green Harmonic Drive Equipment Co., Ltd.publicProduct-grade
physical ai · 🇨🇳 China · STAR: 688017 · 3 sources · 0 products · 1 patents
$84Mrevenue · FY2025 · USD$8.8B mkt cap
Suzhou Green Harmonic Drive Equipment Co., Ltd. is a China-based manufacturer of harmonic drive reducers and precision transmission components used in industrial robots and automation equipment.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-06-19otherSynopsys CIO Sriram Sitaraman discussed the company's shift from deploying multiple narrow-task agents to adding skills into existing agents for better cost-efficiency and governance.
2026-06-15capacity expansionSynopsys celebrated its 35th anniversary of Taiwan operations and officially opened a new office at Hsinchu Science Park X Software Park.
2026-05-31partnershipSynopsys is working with NVIDIA to build always-on autonomous AI engineers for chip design with a focus on achieving full workflow autonomy.
2026-05-28product launchSynopsys announced production-ready AI-powered digital and analog flows for Samsung's second- and third-generation 2nm processes with expanded certified interface IP portfolio.
2026-05-27financialQ2 2026 total revenue reached $2.276 billion, exceeding guidance, with full-year revenue guidance raised to $9.625-$9.705 billion.
2025-11-01otherSynopsys plans to cut roughly 10% of its workforce affecting about 2,000 employees and close several sites as part of restructuring tied to its Ansys acquisition.
2025-06-01executive changeSynopsys reached an agreement with activist Elliott Investment Management, appointing Jesse Cohn to its board of directors, effective June 1.
2025-01-31financialSynopsys exited FY '25 with more than $11 billion in backlog, coming in at $11.4 billion.
2025-01-31financialSynopsys achieved record annual revenue of $7.05 billion in fiscal year 2025.
2025-01-01product launchSynopsys expanded hardware-assisted verification portfolio with new HAPS 200 prototyping systems and ZeBu 200 emulation systems with up to 2x better performance.
2025-01-01M&AEuropean Commission approved Synopsys' pending acquisition of ANSYS in January 2025.
TSMC, headquartered in Taiwan, is a semiconductor foundry founded in 1987 that manufactures chips for external customers using process nodes such as N3, N5 and N7.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-17financialTaiwan Semiconductor Manufacturing announced a 77% annual earnings gain but shares fell more than 4%, triggering a pullback in the semiconductor sector.
2026-07-16financialTSMC reported solid earnings that failed to lift the stock, with US-listed ADRs down 2% shortly after market open.
2026-07-16financialTSMC raised full-year 2026 revenue growth outlook to slightly above 40% and increased capital expenditure guidance to $60–$64 billion, up from a prior ceiling of $56 billion.
2026-07-16financialTSMC Q2 2026 revenue expected around $40 billion, up 33% year-over-year from $30.07 billion in Q2 2025.
2026-07-16financialTSMC guided third-quarter operating margins roughly 70 basis points below consensus and warned that overseas expansion and 2-nanometer ramp costs would dilute gross margins in the second half of the year.
2026-07-16financialTSMC posted Q2 2026 revenue of $40.2 billion, a 36% year-over-year jump, with net profit surging 77.4% to NT$706.56 billion and gross margin reaching 67.7%.
2026-07-16capacity expansionTSMC increased capital expenditure guidance to $60–$64 billion from prior ceiling of $56 billion, citing overseas expansion and 2-nanometer ramp costs.
2026-07-16financialTSMC raised full-year 2026 growth target to above 40%, marking the second upward revision this year.
2026-07-16financialTSMC Q2 2026 earnings per ADR unit expected at approximately $3.80-$3.83, up from $2.47 a year ago.
2026-07-16financialTSMC achieved record profit beat with roughly 4% share decline despite raising full-year 2026 revenue growth outlook to slightly above 40%.
2026-07-15financialTaiwan Semiconductor Manufacturing Company Limited raised its 5-year revenue growth CAGR by 5 points to 25% per annum in response to strong AI chip demand.
2026-07-15financialTaiwan Semiconductor Manufacturing Company Limited raised its long-term gross margin guidance, signalling confidence in its ability to drive productivity, cost efficiencies and pricing power.
2026-07-15financialTaiwan Semiconductor Manufacturing Company Limited closed at $419.48 per share on July 15, 2026, with a market capitalization of $2.18 trillion.
2026-07-14financialTSMC reported June 2026 revenue of NT$442.68 billion (approximately $13.2 billion), a 67.9% year-over-year surge to a record high.
2026-07-14financialTSMC's second-quarter 2026 revenue reached approximately NT$1.27 trillion (roughly $39.6 billion), exceeding its guidance range and beating consensus estimates.
2026-07-09product launchTSMC's A16 process remains on track for production in the second half of 2026.
2026-07-09capacity expansionCapacity for CoWoS and SoIC advanced packaging projected to expand by more than 80% annually through 2027.
2026-07-09product launchTSMC introduced A13, A12, and N2U process technologies and announced mass production of 5.5-reticle-size CoWoS packaging solution with yields exceeding 98%.
2026-07-09capacity expansionTSMC plans to launch five new fabs in 2026 with 2nm production capacity growing at 70% compound annual rate between 2026 and 2028.
2026-07-06financialCiti reiterated a Buy rating and raised the price target to NT$3,800 from NT$2,875, expecting the company to raise its 2026 revenue growth outlook and long-term growth targets.
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
MPU-9xxx SeriesICM-40xxx SeriesICM-42xxx SeriesICM-20xxx SeriesICP-201xx SeriesICP-101xx Series
TE ConnectivitypublicFinancials only
ai compute · 🇺🇸 United States · 23 sources · 0 products · 36 patents
$17.1Brevenue · FY2025 · USD$59.1B mkt cap
Discovered via news_counterparty (2026-07-12). News (Goldman Sachs says buy these 16 tech stocks positioned to wi) — supplier: Listed as an electronic components supplier positioned to benefit from AI capex . Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Patents — 36 CPC-scoped to ai compute (physical-AI-relevant classes)
Computing23
Semiconductors7
Robotics / manipulators5
Power electronics1
Financials — multi-year, confidence 1.0 (filings)
revenue
$12.2B'20
$14.9B'21
$16.3B'22
$16.0B'23
$15.8B'24
$17.1B'25
operating income
$1.8B'20
$2.6B'21
$2.9B'22
$2.7B'23
$2.8B'24
$3.2B'25
net income
$-241M'20
$2.3B'21
$2.4B'22
$1.9B'23
$3.2B'24
$1.8B'25
Tesla, Inc.publicProduct-grade
physical ai · 🇺🇸 United States · NASDAQ: TSLA · 356 sources · 13 products · 708 patents
$94.8Brevenue · FY2025 · USD$1.47T mkt cap
US EV, energy and AI company. In the Tettares model the relevant activity is the Optimus humanoid program (a physical-AI OEM); Tesla is otherwise predominantly automotive/energy. Founded 2003; HQ Austin, TX.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-11product launchTesla's AI5 chip reached tape-out and is scheduled for manufacturing at Samsung's Taylor fab using 2nm Gate-All-Around process technology.
2026-07-02disclosureTesla, Inc. published a press release on July 2, 2026, disclosing results of operations and financial condition.
2026-06-30regulatoryFord recalled over 740,000 vehicles from 2018 to 2021 due to a transmission defect posing rollaway risk.
2026-06-26financialTesla shares were mentioned among major stocks tracked in cautious Canadian trading on June 26, 2026.
2026-06-18capacity expansionTesla increased its registered autonomous vehicles in Texas from 42 to 69, a 64% increase in less than a month.
2026-06-04litigationWaller v. Tesla, Inc. involves a contract dispute.
2026-06-01financialFord reported a 13.6% drop in total vehicle sales for May, with Mustang Mach-E sales down 44% and F-150 Lightning sales down 45%.
2026-05-28litigationMiiR Holdings LLC alleges Tesla Inc. infringed patent 830.
2026-05-14otherTesla leadership joined US President Donald Trump's business delegation to Beijing.
2026-05-01litigationElon Musk's high-profile lawsuit against OpenAI over its shift away from a nonprofit mission was unanimously dismissed by a California jury in May 2026.
2026-04-01product launchTesla's AI5 chip successfully completed tape-out in April 2026 and is scheduled for production at Samsung's 2nm process.
2026-01-01capacity expansionTesla resumed plans for the Dojo3 supercomputer project in January 2026 with TeraFab operational for developing DRAM, packaging, and chips.
2025-06-11litigationTesla sued former Optimus engineer Zhongjie Li and his company Proception Inc. for allegedly stealing confidential information about the humanoid robot's advanced hand sensors.
2025-06-11litigationTesla, Inc. sues Proception, Inc. for trade secret misappropriation under the Defend Trade Secrets Act.
2025-06-11litigationTesla sued former engineer Zhongjie 'Jay' Li for allegedly stealing trade secrets regarding advanced robotic hand sensors from its Optimus humanoid robotics program to launch rival startup Proception.
2025-06-05executive changeMilan Kovac, head of engineering for Optimus, left Tesla, with Ashok Elluswamy taking over responsibility for the Optimus program.
2024-12-26design-winEVE Energy → batteriessource ↗
physical ai · 🇺🇸 United States · NASDAQ: TXN · 66 sources · 9 products · 2066 patents
$17.7Brevenue · FY2025 · USD$265.0B mkt cap
Texas Instruments is a US semiconductor manufacturer founded in 1930, producing analog and embedded processing chips including the C2000 and MSP430 microcontroller families, DRV motor drivers, and TPS power management ICs.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-15financialTexas Instruments stock fell approximately 4.14% in early afternoon trading as semiconductor sector volatility spread following memory chip market turmoil.
2026-01-01financialInvestment tax credit increased to 35% as of January 1, 2026 for any CapEx put in place including equipment, building, and clean room.
2025-12-31financialReceived $670 million cash benefit related to CHIPS Act incentives in 2025.
2025-12-31financialData center revenue reached approximately $450 million per quarter at end of 2025 and grew 70% year-over-year in 2025.
2025-10-21executive changeThe board of directors has elected Haviv Ilan as chairman of the board beginning January 2026, succeeding Rich Templeton who will retire as chairman after a 45-year career with Texas Instruments.
2025-09-01financialIn September, we announced we would increase our dividend by 4%, marking our twenty-second consecutive year of dividend increases.
physical ai · 🇯🇵 Japan · TSE: 6481 · 14 sources · 2 products · 923 patents
$1.5Brevenue · FY2025 · USD$4.6B mkt cap
Japanese maker of linear-motion components — LM guides, ball screws, ball splines, linear actuators — used in robots, machine tools and semiconductor equipment. Founded 1971; HQ Tokyo.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-04-01financial reportTokyo Electron reports half-year financial results for fiscal period 2025/04/01-2026/03/31.
2025-01-27financialTokyo Electron stock rose as part of semiconductor-related buying following Philadelphia Semiconductor Index's 18-consecutive day rally.
Patents — 2080 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-07-02otherJ.P. Morgan analyst maintained a Buy rating on UBTECH ROBOTICS CORP LTD Class H with a price target of HK$161.00.
2026-07-01product launchUBTech Robotics unveiled the U1, a consumer humanoid robot designed for personal companionship with lifelike silicone skin and emotional AI, available in Lite, Pro and Ultra variants priced from 119,800 yuan to 990,000 yuan.
2026-06-30product launchUBTech unveiled the U1 humanoid robot, priced at 119,800 yuan ($17,600) for basic version and 990,000 yuan for Ultra version, with over 13,300 pre-orders and deliveries starting in September.
2026-07-15disclosureUMC filed a Form 6-K on July 15, 2026, with no substantive material event disclosed in the body; the filing contains only standard SEC cover page, signature block, and exhibit index.
2026-07-14disclosureUMC filed a Form 6-K on July 14, 2026, signed by CFO Chitung Liu. The filing body contains only administrative SEC cover pages and signature blocks with no material business event disclosed.
2026-07-06disclosureUMC filed a Form 6-K on July 6, 2026, as a routine foreign issuer report with no substantive material event disclosed in the body.
2026-06-01partnershipCooperation with Intel on 12-nanometer is progressing well and remain on track according to project milestone, with early PDK ready for first wave of customer in June 2026.
2026-01-01capacity expansion12i P3 production range will actually start in January 2026 now, and the P3 will ramp up with high volume starting from the second half of 2026.
2026-01-01capacity expansionPhase 3 facility at Singapore Fab 12i set to start production in 2026 with ramp-up beginning in January 2026 and higher volume starting in second half of 2026.
2026-01-01partnership12-nanometer collaboration with U.S. partner Intel to offer customers a migration path beyond 22 nanometers with early PDK ready for first wave of customers by 2026.
2025-12-31capacity expansionUMC completed the new Phase III facility at its Singapore Fab 12i in 2025, which is playing a central role in supporting customers to diversify supply chain.
2025-12-31financial2025 cash-based CapEx budget remains unchanged at USD 1.8 billion.
2025-01-26capacity expansionSingapore Phase 3 fab will enhance customer supply chain resilience and is progressing as planned with production starting January 26.
2025-01-21otherJanuary 21 earthquake impact affected Q1 2025 gross margin by about low single digit percentage with losses to be compensated through insurance.
2024-05-01product launchLaunched industry first 22-nanometer high-V solution in May 2024 for next-generation handsets and OLED display applications.
Patents — 2056 CPC-scoped to ai compute (physical-AI-relevant classes)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
14nm Process TechnologyRF/Analog Services7nm Process Technology3nm Process TechnologyMemory Manufacturing Services5nm Process Technology12nm Process Technology28nm Process Technology
2026-07-06financialUnimicron targets $1.4 billion in global share sale through 50 million global depositary shares at $26.96 to $27.76 per share, representing a 3-5.8% discount to closing price.
Patents — 246 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-12-31financialTotal returns from Vicor's first ITC action (LEO 1) are expected to reach approximately $400 million through the end of 2026.
2026-02-19regulatoryUnited States International Trade Commission has instituted a second investigation into illegal importation of power modules and computing systems, infringing Vicor's IP to nonisolated bus converters.
2025-12-31financialRoyalty revenue for the year ended December 31, 2025, totaled $57.4 million, a 23.2% increase from $46.6 million for the prior year.
2025-12-31financialProduct revenue for the fourth quarter totaled $92.7 million, up 4.5% sequentially and up 15.3% year-over-year.
2025-12-31financialTotal product revenue and royalty revenue, including a $45 million patent litigation settlement received for the year ended December 31, 2025, increased 26.1% to $452.7 million.
2025-12-31financialQ4 book-to-bill improving sequentially, came in well above 1 and with 1-year backlog increasing 15.8% from the prior quarter, closing at $176.9 million.
2025-09-30financialQ3 product revenues and licensing income totaled $110.4 million, up 18.5% year-over-year.
2025-09-30product launchA new 800-volt power module, which will deliver 10 kilowatts at 48 volts in a package smaller than an iPhone will begin sampling in Q4.
2025-09-30financialLicensing revenue reached a run rate of nearly $90 million per year in Q3 2025.
2025-07-02regulatoryVicor has instituted a 10% tariff surcharge applicable to all new orders and customer backlog shipping after July 2.
2025-06-30financialVicor recorded product revenues, licensing income and a patent litigation settlement for the second quarter of $141 million, up 50.1% sequentially from the first quarter of 2025 total of $94 million and up 64.3% in the second quarter of 2024 total of $85.9 million.
2025-06-30capacity expansionWe ended the quarter with a construction in progress balance primarily for manufacturing and equipment of approximately $11.8 million and with approximately $3.1 million remaining to be spent.
2025-06-30partnershipI am pleased to announce that our Gen 5 vertical power delivery solution to a lead customer is coming to fruition with a current density exceeding its original target specification.
2025-06-30litigationEarlier this year, we bought to fruition our first ITC action, which has resulted in cease and desist orders against the name respondents and an exclusion order against their customers, both OEM and hyperscalers.
2025-02-28product launchVicor's second generation VPD ASIC is coming out of fab before the end of February 2025, with expectations to provide complete high performance solutions to lead customer in March.
2025-02-13regulatoryThe ITC issued final determination in Vicor's first NBM patent infringement case, resulting in exclusion and cease and desist orders banning the importation of infringing power modules and unlicensed computer systems infringing two Vicor patents.
2025-01-31partnershipA hyperscaler has recently taken a license to Vicor's NBM IP and booked its future NBM requirements in January.
2025-01-01otherVicor transitioned off of a legacy ERP system and onto SAP, which went live on January 1.
2024-12-31capacity expansionVicor successfully ramped its new vertically integrated ChiP factory, which is now achieving short cycle times and high-yield goals, enabling more efficient operations.
2024-12-31financialAdvanced Products revenue increased 18% sequentially in Q4 2024, while Brick Products revenue declined 13% from Q3.
ai compute · 🇺🇸 United States · NYSE: VSH · 25 sources · 0 products · 4 patents
$3.1Brevenue · FY2025 · USD$5.1B mkt cap
Discovered via news_ner (2026-07-08). Monolithic Power Systems, Vishay Intertechnology, and Microchip Technology Stocks Trade Up, What You Need To Know. Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Discovered via news_ner (2026-07-08). TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs. Skeleton pending enrichment (identifiers/financials).
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-06-11WO2026120837ROBOT SYSTEM, SETTING DEVICE, AND ROBOT CONTROL METHOD
2026-06-11WO2026120934ROBOT SYSTEM AND ROBOT CONTROL METHOD
2026-06-11WO2026120957ROBOT CONTROL SYSTEM, ROBOT CONTROL METHOD, AND ROBOT CONTROL PROGRAM
2026-05-21WO2026105552ROBOT SYSTEM, TORQUE SENSOR, AND COMMUNICATION METHOD FOR ROBOT SYSTEM
2026-05-07WO2026094365SUBSTRATE TRANSFER ROBOT SYSTEM, SUBSTRATE TRANSFER APPARATUS, SEMICONDUCTOR MANUFACTURING APPARATUS, MAINTENANCE METHOD, AND SUBSTRATE TRANSFER METHOD
2026-02-05US20260034681SUBSTRATE TRANSFER ROBOT SYSTEM, SEMICONDUCTOR TRANSFER APPARATUS, SEMICONDUCTOR MANUFACTURING APPARATUS, AND CONTROL METHOD THEREOF
2026-01-22US20260026293SUBSTRATE TRANSFER ROBOT SYSTEM, SEMICONDUCTOR MANUFACTURING APPARATUS, AND CONTROL METHOD
2025-11-13WO2025234440ROBOT SYSTEM, CONTROL METHOD, AND PROGRAM
2025-10-02US2025303580END EFFECTOR VISION WITH LASER ASSIST
2025-08-21WO2025173188ROBOT MONITORING SYSTEM, ROBOT MONITORING METHOD, AND ROBOT MONITORING PROGRAM
2025-07-31US2025242493DETERMINATION OF CONSTRAINT FOR ROBOT CONTROL
2025-06-26US2025205889DETERMINATION OF POSITIONAL RELATIONSHIP BETWEEN WORKPIECE AND ROBOT
2025-06-26US2025205890DETERMINATION OF HOLDING POSITION ON WORKPIECE
2025-06-26US2025205891ROBOT CONTROL WITH LIMITATION OF CONTROL QUANTITY
2025-05-29US2025170705ROBOT CONTROL WITH ERROR REDUCTION
2025-05-22US2025162136ROBOT AND METHOD FOR MANUFACTURING ROBOT
2025-05-22US2025162137ROBOT AND METHOD FOR MANUFACTURING ROBOT
2025-05-08US2025144813ROBOT SYSTEM, ROBOT, AND ROBOT CONTROL METHOD
physical ai · 🇨🇳 China · SZSE: 002050 · 3 sources · 6 products · 199 patents
$4.6Brevenue · FY2025 · USD$21.9B mkt cap
Zhejiang Sanhua Intelligent Controls Co., Ltd. is a China-based manufacturer of electronic expansion valves, solenoid valves and thermal management components for HVAC, refrigeration and automotive/EV applications.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-14financialZhongji InnoLight ranked No. 2 on Forbes China's 2026 Best CEOs List with shares rising more than six-fold in the past year and CEO Liu Sheng's fortune at $6.1 billion.
🇺🇸NVIDIAoptical_modules→ Data center GPUs / AI acceleratorsL350›
🇺🇸Amazonoptical_modulesL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Zhongke SanhuanpublicRelationships + financials
physical ai · 🇨🇳 China · SZSE: 000970 · 2 sources · 0 products
$979Mrevenue · FY2025 · USD
Zhongke Sanhuan, also known as Beijing Zhong Ke San Huan High-Tech, is a publicly listed Chinese company producing rare-earth permanent magnet materials used in motors and industrial applications.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2026-07-09product launch1X unveiled its Neo humanoid robot hands featuring 25 actuated degrees of freedom with tendon-driven motion, low gear ratios for force transparency, high-resolution tactile sensors, and IP68-sealed washable design.
2026-04-30capacity expansion1X's Hayward NEO Factory spans 58,000 sq ft and employs 200+ team members with plans to scale to 100,000 humanoid robots per year by end of 2027.
2026-04-30product launch1X commenced full-scale production of Neo humanoid robot at its Hayward, California facility.
2026-01-01product launch1X Technologies' NEO bipedal home robot is available for $20,000 to own or $499 per month subscription with US deliveries beginning in 2026.
Patents — 7 CPC-scoped to physical ai (physical-AI-relevant classes)
Robotics / manipulators5
Other2
No filing-grade financials loaded yet.
Buys from ← 1
🇺🇸NVIDIAai_chips→ NEOL350›
Supplies → 1
EQT PartnershumanoidL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
EVENEO
ABB MotorssubsidiaryProfile
physical ai · 🇸🇪 Sweden · 9 sources · 0 products
Subsidiary ofABB Ltd · financials roll up to parent
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'AC servo motor (per-joint drive)' for IRB 14000. Skeleton pending enrichment (identifiers/financials).
Financials roll up to parent ABB Ltd — ABB Motors is a subsidiary and does not file standalone.
AgiBotprivateProduct-grade
physical ai · 🇨🇳 China · 78 sources · 2 products · 4 patents
—revenue · USD
AgiBot, also known as Zhiyuan Robotics, is a China-based humanoid robotics developer founded in 2023, producing robots such as Yuanzheng and Genie for industrial and service applications. It is privately held.
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
YuanzhengGenie
Agility RoboticsprivateProduct-grade
physical ai · 🇺🇸 United States · 140 sources · 1 products · 58 patents
—revenue · USD
Agility Robotics is a US-based robotics company, founded in 2015 as a spin-out from Oregon State University, known for developing the Digit bipedal humanoid robot for logistics applications.
Last round2026-07-14 · $622M raised↗Valuationnot disclosed
2026-12-31product launchA safety certified Digit Version 5 is targeted for release later this year to operate outside of the work cage and do multiple jobs at the same cost as an entry-level factory worker.
2026-06-30M&AAgility Robotics signed $2.5 billion SPAC deal in June 2026 to become first publicly listed pure-play humanoid robotics company, backed by Amazon and NVIDIA.
2026-06-22partnershipAgility is the first company to incorporate elements of NVIDIA Halos for Robotics into its proprietary safety system for its humanoid robot Digit.
2023-12-31partnershipBosch Rexroth Assembly Technology and Bosch Rexroth Linear Motion Technology were added as new Industry 4.0 suppliers by RS in 2023.
Patents — 36 CPC-scoped to physical ai (physical-AI-relevant classes)
2028-12-31capacity expansionBoston Dynamics aims to scale up manufacturing with South Korean supply chain to produce 30,000 Atlas humanoid robots annually by 2028.
2028-01-01partnershipBoston Dynamics' humanoid robot Atlas will be deployed at HMG Metaplant America starting in 2028 for parts sequencing and potentially component assembly by 2030.
2026-07-17acquired byBoston Dynamics is now fully owned by Hyundai Motor Group, which plans to deploy the company's humanoid robots in its own factories.
2026-07-05product launchBoston Dynamics' Atlas robot performed at FIFA World Cup 2026 halftime show on July 5, 2026, delivering match ball and executing goal celebrations.
2026-06-30otherBoston Dynamics CEO states that America's next 250 years will be built by robots and discusses the need for a national robotics strategy.
2026-06-27capacity expansionBoston Dynamics announced $100 million investment in new 323,000-square-foot robotics and AI center at 1601 Trapelo Road in Waltham, Massachusetts, expected to create 1,250 new jobs by 2033.
2026-06-25acquired byBoston Dynamics is planned to be acquired in full by Hyundai Motor, with current shareholders absorbing SoftBank's stake according to their ownership percentages.
2026-06-22design-winLG Energy Solution → batteriessource ↗
2026-01-05product launchFifth-generation fully electric Atlas humanoid robot was introduced publicly at CES 2026 on January 5, 2026, and entered commercial production in January 2026 at Waltham, Massachusetts headquarters.
2025-07-18otherBoston Dynamics is profiled as a sample player in the global mobile robots market forecast report covering 2025-2035.
2024-12-24product launchBoston Dynamics' electric Atlas humanoid robot performed a backflip while wearing a Santa suit in a new video demonstration.
2024-12-24product launchBoston Dynamics' electric Atlas humanoid robot performed a backflip while wearing a Santa hat in a new video demonstration.
2024-11-17product launchBoston Dynamics' Spot robotic dog is being deployed by the US Secret Service for perimeter patrol at Mar-a-Lago.
2024-11-17product launchBoston Dynamics' Spot robotic dog is being deployed by the US Secret Service at Mar-a-Lago for security patrol operations.
2024-11-05design-winHarmonic Drive L → actuators_reducerssource ↗
2023-12-22partnershipAaron Saunders from Boston Dynamics discusses foundation models' impact on natural language interfaces and computer vision for robots.
2023-12-14partnershipBoston Dynamics partnered with NEON Group and its subsidiary ANIMAX to develop fully untethered entertainment robots for immersive storytelling experiences.
2023-12-09design-win→ Hyundai Motor humanoidsource ↗
2023-12-03product launchBoston Dynamics robot dogs (Basia Spot, Omuzana Spot, and Bunny Spot) were trained to paint autonomously as part of Agnieszka Pilat's art installation at the NGV Triennial.
2023-09-18otherMarc Raibert of Boston Dynamics AI Institute is speaking on the Hardware Stage at TechCrunch Disrupt 2023.
2023-09-18otherBoston Dynamics AI Institute head Marc Raibert is speaking at TechCrunch Disrupt 2023.
2023-06-27otherBoston Dynamics is profiled as a company in the service robotics market.
2023-01-01product launchBoston Dynamics expanded the applications of its Spot robot in 2023, including remote monitoring and logistics support.
2021-12-16design-win→ Hyundai Motor humanoidsource ↗
Discovered via transcript_counterparty (2026-07-12). Earnings call (FormFactor, Inc.) — supplier: Part of that was the acquisition of Cascade Microtech in 2016 to get us some RF know-how.. Skeleton pending enrichment (identifiers/financials).
Financials roll up to parent FormFactor, Inc. — Cascade Microtech is a subsidiary and does not file standalone.
Products
Probe SystemsHigh-Frequency Test SolutionsRF Probe Cards
China Northern Rare Earth High-Tech Co., Ltd.publicRelationships
physical ai · 🇨🇳 China · 0 sources · 0 products
—revenue · USD
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
No filing-grade financials loaded yet · no sources yet (coverage gap).
Supplies → 4
🇨🇳JL MAG Rare-Earthphysical_aiL2›
🇨🇳Zhongke Sanhuanphysical_aiL2›
🇨🇳Ningbo Yunshengphysical_aiL2›
🇨🇳JL MAG Rare-Earthphysical_aiL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
CovariantsubsidiaryProduct-grade
physical ai · 🇺🇸 United States · 7 sources · 0 products · 43 patents
—revenue · USD
Covariant, formerly Embodied Intelligence, is a US company developing AI software for robotic manipulation used in warehouse and logistics automation; its founding team and technology were licensed to Amazon in 2024.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Double Ring TransmissionprivateProfile
physical ai · 🇨🇳 China · 1 sources · 0 products
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'RV reducer (high-load waist joint)' for Genie. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
No filing-grade financials loaded yet.
ebm-papstprivateProfile
physical ai · 🇩🇪 Germany · 1 sources · 0 products
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Head cooling fan (single active fan, cools the compute stack; rest of robot passively cooled)' for Atlas. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
No filing-grade financials loaded yet.
EinrideprivateProduct-grade
physical ai · 🇸🇪 Sweden · 21 sources · 1 products
—revenue · USD
Autonomous electric freight pods
Last roundPIPE (pre-SPAC / public debut) · 2026-02-26 · $113M raised↗Valuationnot disclosed
Investors Ijijim Capital · Norrsken VC · Scania CV AB
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Figure AI Inc.privateProduct-grade
physical ai · 🇺🇸 United States · 35 sources · 2 products · 86 patents
—revenue · USD
US humanoid-robot OEM building general-purpose humanoids (Figure 02, Figure 03) with the Helix VLA model. Private; Series C Sep 2025 at $39B post-money. Founded 2022; HQ San Jose, CA.
Last roundSeries C · 2025-09-01 · $1.0B raised↗Valuation$39.0B ↗
Investors NVIDIA · Microsoft · Amazon · SoftBank · Toyota Motor · Intel
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2022-09-22financialFigure AI is bootstrapping with $100 million in funding from co-founder Brett Adcock to develop an all-purpose humanoid robot.
2022-09-22executive changeFigure AI hired Jerry Pratt as CTO, Michael Rose as engineer, and Gabe Nelson as chief scientist, with additional hires from Apple, Tesla, Google X and the Toyota Research Institute.
Patents — 86 CPC-scoped to physical ai (physical-AI-relevant classes)
2026-04-16US20260106490DOCKING STATION FOR A HUMANOID ROBOT
2026-04-09US20260097492ANNOTATION MODEL FOR HUMANOID ROBOT DATA
2026-04-02US20260091507HUMANOID ROBOT DATA COLLECTION SYSTEM
2026-04-02US20260091509END EFFECTOR OF A HUMANOID ROBOT
2026-03-26US20260084309SYSTEM AND METHOD FOR CALIBRATION OF HUMANOID ROBOTS
2026-03-26US20260084314SYSTEM AND METHOD FOR TRAINING AND USING A BIPEDAL SPATIAL PERCEPTION MODEL
2026-03-19US20260077481HUMANOID ROBOT HAVING COMMON ACTUATOR COMPONENTS
2026-03-19US20260077482Humanoid robot with advanced kinematics
2026-03-12US20260070211HUMANOID ROBOT DATA COLLECTION SYSTEMS
2026-03-12US20260070212System and method for efficient control of a humanoid robot
2026-03-12US20260070216CLUTCH FOR AN ACTUATOR FOR A HUMANOID ROBOT
2026-03-12US20260070221BIPEDAL ACTION MODEL FOR HUMANOID ROBOT
2026-03-05US20260061611MANAGEMENT OF MULTIPLE MODES FOR HUMANOID ROBOT
2026-01-29US20260027736HEAD AND NECK ASSEMBLY OF A HUMANOID ROBOT
2026-01-08US20260008178HUMANOID ROBOT HAVING ADVANCED JOINT ASSEMBLIES
2025-10-23WO2025221821HUMANOID ROBOT WITH ADVANCED WIRING ASSEMBLY
2025-10-23WO2025221916ADVANCED ARRAY OF SENSOR ASSEMBLIES OF A HUMANOID ROBOT
2025-10-16US2025319614LOWER ARM ASSEMBLY OF A ROBOT
2025-10-16US2025322372COMPENSATION FOR A SERVICE ASSOCIATED WITH A HUMANOID ROBOT WITH ADVANCED KINEMATICS
No filing-grade financials loaded yet.
Buys from ← 4
🇺🇸Qualcommcompute→ Figure 03L350›
🇺🇸NVIDIAai_gpu→ Figure 02L370›
🇺🇸NVIDIAai_chips→ Figure 02L350›
🇨🇳Leaderdriveharmonic_reducers→ Figure 03L350›
Supplies → 1
🇺🇸AmazonhumanoidL250›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
Figure 03Figure 02
Fourier IntelligenceprivateProduct-grade
physical ai · 🇨🇳 China · 6 sources · 3 products · 11 patents
—revenue · USD
Fourier Intelligence is a Chinese robotics company developing humanoid robots, including the GR-1 and GR-2, alongside rehabilitation robotics equipment.
Last round2025-05-29 · $42M raised↗Valuationnot disclosed
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Harmonic Drive L.L.C. is the US subsidiary of Japan's Harmonic Drive Systems Inc, manufacturing precision strain-wave gearboxes and actuators (CSF/CSD, FHA, SHD, HFUS series) used in robotics and motion-control equipment.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
HCFAprivateProfile
physical ai · 🇨🇳 China · 2 sources · 0 products
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Servo actuator / servo motor (full-line supply)' for Genie. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
No filing-grade financials loaded yet.
HD Hyundai RoboticssubsidiaryRelationships
physical ai · 🇰🇷 South Korea · 29 sources · 6 products · 88 patents
Subsidiary ofHyundai Heavy Industries Group · financials roll up to parent
—revenue · USD
HD Hyundai Robotics, a subsidiary of South Korea's HD Hyundai group, manufactures industrial robots including the HH series for welding, handling and assembly applications.
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2025-05-07design-winPersona AI → physical_aisource ↗
2025-01-22design-win→ Hyundai Motor industrial_armsource ↗
2024-01-01product launchHD Hyundai will present its vision for sustainable land transformation and infrastructure construction at CES 2024.
2023-03-31capacity expansionA Chinese subsidiary of HD Hyundai Robotics started producing conventional industrial robots in Jiangsu Province after finishing factory construction.
2020-12-31product launchHD Hyundai Robotics launched the YL series in 2020 and has continued studies on collaborative robots.
Patents — 88 CPC-scoped to physical ai (physical-AI-relevant classes)
Discovered via transcript_counterparty (2026-07-12). Earnings call (IonQ) — partner: Meanwhile, our Quantum Networking vision has expanded considerably this past quarter with the acquisitions of ID Quantique, Cape. Skeleton pending enrichment (identifiers/financials).
Financials roll up to parent IonQ — ID Quantique is a subsidiary and does not file standalone.
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Cable Carrier/Chain Management System' for ER Series Industrial Robots. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
Patents — 340 CPC-scoped to physical ai (physical-AI-relevant classes)
Maxon is a Swiss manufacturer of precision drive systems, producing DC and EC motors, planetary and spur gearheads for robotics, medical and industrial automation applications. Headquartered in Sachseln, Switzerland, it is privately held.
Last roundnot disclosedValuationnot disclosed
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Electromagnetic holding brakes (per axis)' for HH100. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
No filing-grade financials loaded yet.
MEANWELLpublicProfile
physical ai · 🇹🇼 Taiwan · 9 sources · 0 products
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Power Supply Unit (24V DC, internal)' for ER Series Industrial Robots. Skeleton pending enrichment (identifiers/financials).
No filing-grade financials loaded yet.
Mentee RoboticsprivateRelationships
physical ai · 🇮🇱 Israel · 7 sources · 0 products · 3 patents
—revenue · USD
MenteeBot humanoid
Last roundSeries A · 2025-03-01 · $21M raised↗Valuation$162M ↗
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
NEURA Robotics is a German developer of cognitive and humanoid robots, including the MAiRA collaborative robot arm, aimed at industrial and service applications. Founded in 2019 and headquartered in Metzingen, it is privately held.
Last roundSeries C · 2026-06-10 · $1.4B raised↗Valuation$7.0B ↗
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Motor Power Connectors (M23 or DT style)' for EC Series Servo Drives (+1 more). Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
Patents — 122 CPC-scoped to physical ai (physical-AI-relevant classes)
2026-07-07financialSambaNova Systems raised $1 billion at an $11 billion valuation in Series F funding led by General Atlantic.
2026-07-07partnershipJPMorgan Chase & Co. will deploy SambaNova's chips to power AI workloads in-house.
2026-06-28financialSambaNova Systems is in talks to raise between $800 million and $1 billion at an implied valuation of around $10 billion, excluding new capital.
2026-02-01product launchSambaNova unveiled its next-generation SN50 chip in February 2026, due to begin shipping in the second half of 2026.
2026-02-01product launchSambaNova unveiled its SN50 chip in February 2026, with shipping to customers expected in the second half of 2026.
2026-02-01product launchSambaNova unveiled its next-generation SN50 chip in February 2026, scheduled to begin shipping to customers in the second half of 2026.
Patents — 576 CPC-scoped to ai compute (physical-AI-relevant classes)
2026-06-25US20260178509Systems And Methods For Looping Dynamic Memory Access Operations
2026-06-11US20260161357Systems And Methods For Area Efficient Multi-Precision Dot Product Determination
2026-05-28US20260147570Kernel Looping to Eliminate Synchronization Boundaries for Peak Inference Performance in Dataflow Accelerators for Artificial Intelligence AI
2026-05-28US20260147728System and method for batched speculative decoding on a data flow architecture
2024-10-17US2024345936Dataflow Graph Performance Debugger And Design Rule Checker For CGRA
2024-10-10US2024338297Debugging framework for a reconfigurable data processor
2024-10-10US2024338340Intelligent graph execution and orchestration engine for a reconfigurable data processor
2024-08-08US2024264896Fault management in a reconfigurable dataflow architecture
2024-07-25US2024248853Method and apparatus for data access in a heterogeneous processing system with multiple processors using memory extension operation
2024-07-25US2024248855Method and apparatus for selecting data access method in a heterogeneous processing system with multiple processors
2024-07-25US2024248860Method and apparatus for data transfer between accessible memories of multiple processors in a heterogeneous processing system using two memory to memory transfer operations
2024-07-25US2024248863Data transfer between accessible memories of multiple processors incorporated in coarse-grained reconfigurable (CGR) architecture within heterogeneous processing system using one memory to memory transfer operation
2024-07-11US2024232127DATAFLOW ARCHITECTURE PROCESSOR STATICALLY RECONFIGURABLE TO PERFORM N-DIMENSIONAL AFFINE TRANSFORMATION IN A TILED MANNER
2024-07-11US2024232128DATAFLOW ARCHITECTURE PROCESSOR STATICALLY RECONFIGURABLE TO PERFORM N-DIMENSIONAL AFFINE TRANSFORMATION IN PARALLEL MANNER BY REPLICATING COPIES OF INPUT IMAGE ACROSS SCRATCHPAD MEMORY BANKS
2024-07-11US2024233068Dataflow architecture processor statically reconfigurable to perform n-dimensional affine transformation
2024-07-04US2024220698Database driven place and route for coarse-grain reconfigurable architectures
2024-07-04US2024220766ITERATIVE DATABASE DRIVEN PLACE AND ROUTE FOR COARSE-GRAIN RECONFIGURABLE ARCHITECTURES
2024-07-04US2024220803TRAINING A GRAPH NEURAL NETWORK FOR DATABASE DRIVEN PLACE AND ROUTE
2024-06-20US2024202046Hot-plug events in a pool of reconfigurable data flow resources
2024-03-14WO2024054687INTEGRATED CIRCUIT THAT MITIGATES INDUCTIVE-INDUCED VOLTAGE DROOP
No filing-grade financials loaded yet.
Buys from ← 1
🇺🇸Intelmerchant_gpuL250›
Supplies → 1
🇺🇸Intelaccelerators→ Xeon ProcessorsL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Patents — 10 CPC-scoped to ai compute (physical-AI-relevant classes)
Computing10
No filing-grade financials loaded yet.
Supplies → 1
🇩🇪Bosch Rexrothai_compute→ IndraDriveL350›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Skild AIprivateRelationships
physical ai · 🇺🇸 United States · 5 sources · 0 products
—revenue · USD
Skild AI is a US-based private startup developing general-purpose AI foundation models intended to control robots across multiple hardware platforms and tasks.
Last roundSeries C · 2026-01-14 · $1.4B raised↗Valuation$14.0B ↗
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
2010-09-30WO2010109272LAMINATED CORE HAVING A SOFT MAGNETIC MATERIAL AND METHOD FOR JOINING CORE SHEETS IN A BONDED MANNER TO FORM A SOFT-MAGNETIC LAMINATED CORE
2008-12-11WO2008148402METHOD FOR CONNECTING TWO JOINING PARTNERS
2000-10-26WO0063454CORROSION-FREE IRON-NICKEL ALLOY FOR RESIDUAL-CURRENT CIRCUIT-BREAKERS AND CLOCKWORKS
No filing-grade financials loaded yet.
Buys from ← 1
🇺🇸MP Materialsphysical_aiL2›
Supplies → 2
🇨🇭maxonrare_earth_magnetsL2›
🇺🇸Kollmorgenrare_earth_magnetsL2›
Click a name to open its profile · click the row to walk the next tier · L3 product-grade · L2 component · L1 company-level · number = materiality
Products
VACOMAXVACODYMVACOXIDVITROVACVACOFLUX
WiBOTICprivateProfile
physical ai · 🇺🇸 United States · 1 sources · 0 products · 5 patents
—revenue · USD
Discovered via bom_teardown (2026-07-12). BOM teardown: supplies 'Wireless inductive foot-charging coils (2 kW)' for Figure 03. Skeleton pending enrichment (identifiers/financials).
Last roundnot disclosedValuationnot disclosed
Patents — 5 CPC-scoped to physical ai (physical-AI-relevant classes)
Lidar / ranging5
No filing-grade financials loaded yet.
Wonik RoboticspublicProduct-grade
physical ai · 🇰🇷 South Korea · KOSDAQ: 322970 · 2 sources · 0 products · 17 patents
—revenue · USD
Allegro Hand dexterous hands; AMRs
Timeline — revenue trend · supply / design-wins · events (click a marker for detail & source)
What each vertical makes, grouped by product category. Expand a company (+) for its products and where they ship. Categories generalise 500+ raw product types.
High-NA EUV systems (NXE:3400B) · EUV lithography systems (NXE series) · DUV lithography systems (Twinscan series) · Inspection and metrology systems · ArF immersion systems
Ships to → Tata Electronics, Intel, Taiwan Manufacturing, SK hynix
14nm Process Technology · RF/Analog Services · 7nm Process Technology · 3nm Process Technology · Memory Manufacturing Services · 5nm Process Technology · 12nm Process Technology · 28nm Process Technology
Ships to → Allegro MicroSystems, Intel, Texas Instruments, MediaTek, MaxLinear
Each line traces a component from a robot program to the supplier that makes it.
A supplier many lines converge on — hotter, wider — is a concentration chokepoint: if it stumbles, much of the field does.
Find
Component
Origin
Reach1→many programs
Concentration map
Tier-1 supplier ledger
Supplier
Reach
Origin
T2
Source: approved supply edges (design-win two-step)Tier: T1 + T2 material · dashed = inferred material tier
COMPONENTS · TEARDOWN-GRADE BILL OF MATERIALS
Components
Component-level bill of materials for 70 flagship products. Every line is graded by confidence and shown; estimates firm up as sources corroborate. Concentration & sole-source risk analytics count only sourced (≥70%) lines. Click any component to drill in.
sourced ≥70% (counts in risk analytics) single source best estimate unverified — needs corroboration
No product, maker, or supplier matches.
EVE
made by 🇳🇴1X Technologies · physical ai · 14 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
NEO
made by 🇳🇴1X Technologies · physical ai · 20 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
GoFa
made by 🇨🇭ABB Robotics · physical ai · 11 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IRB 1200
made by 🇨🇭ABB Robotics · physical ai · 14 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IRB 14000
made by 🇨🇭ABB Robotics · physical ai · 9 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IRB 2400
made by 🇨🇭ABB Robotics · physical ai · 14 components
43%built in-house
14components
6in-house
8bought-in
7named suppliers
5sole-source
2IP-locked
6 in-house8 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Control Board (S4C or IRB-specific)
controller
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's controller also in same supplier
IRB 1200ABB Robotics
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Cooling System (thermal management)
other
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's other also in same supplier
GoFaABB Robotics
IRB 1200ABB Robotics
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Electrical Cabinet (IP54 rated)
other
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's other also in same supplier
GoFaABB Robotics
IRB 1200ABB Robotics
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
End Effector Interface (ISO/TS 13732)
other
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's other also in same supplier
GoFaABB Robotics
IRB 1200ABB Robotics
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Aluminum/Ductile Iron Arm Castings & Structural Frame
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IRB 6700
made by 🇨🇭ABB Robotics · physical ai · 15 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IRB 910SC
made by 🇨🇭ABB Robotics · physical ai · 14 components
64%built in-house
14components
9in-house
5bought-in
5named suppliers
2sole-source
2IP-locked
9 in-house5 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Controller (IRC5 Compact)
controller
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's controller also in same supplier
IRB 1200ABB Robotics
IRB 2400ABB Robotics
IRB 6700ABB Robotics
YuMiABB Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Absolute Encoder (Axis 1-4)
encoder
ABB Robotics
🇨🇭 Switzerland
Make›
Unit cost not yet sourcedSource: —
ABB Robotics's encoder also in same supplier
Only in IRB 910SC — no cross-product concentration yet.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
YuMi
made by 🇨🇭ABB Robotics · physical ai · 15 components
Only in YuMi — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Motor Cable Harness (servo + encoder lines)sole-source
wiring
Lapp
—
Buy›
Unit cost not yet sourcedSource: —
Lapp's wiring also in same supplier
IRB 6700ABB Robotics
IRB 910SCABB Robotics
HH seriesHD Hyundai Robotics
MOTOMAN-HC10Kawasaki Heavy Industries
Alternate suppliers for wiring category
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Instinct MI300X
made by 🇺🇸Advanced Micro Devices · ai compute · 17 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Only in Genie — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Keli Sensing Technology's sensor also in same supplier
Only in Yuanzheng — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Digit
made by 🇺🇸Agility Robotics · physical ai · 15 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
AWS Inferentia
made by 🇺🇸Amazon.com, Inc. · ai compute · 6 components
17%built in-house
6components
1in-house
5bought-in
4named suppliers
5sole-source
2IP-locked
1 in-house5 bought-in
Component
Category
Supplier
Geography
Make / buy
Power delivery / voltage regulator module (VRM) on accelerator card
power
Amazon
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Amazon's power also in same supplier
Only in AWS Inferentia — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Inferentia2 compute ASIC die (2x NeuronCore-v2, ~190 TFLOPS FP16)sole-sourceIP-locked
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
AWS Trainium
made by 🇺🇸Amazon.com, Inc. · ai compute · 12 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Only in EUV lithography systems (NXE series) — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Atlas
made by 🇺🇸Boston Dynamics · physical ai · 20 components
40%built in-house
20components
8in-house
12bought-in
9named suppliers
6sole-source
3IP-locked
8 in-house12 bought-in
Component
Category
Supplier
Geography
Make / buy
custom rotary actuators using planetary roller screws and high-density neodymium magnets
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Spot
made by 🇺🇸Boston Dynamics · physical ai · 15 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Stretch
made by 🇺🇸Boston Dynamics · physical ai · 16 components
38%built in-house
16components
6in-house
10bought-in
9named suppliers
4sole-source
1IP-locked
6 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Central compute unit (onboard PC/SBC)
controller
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's controller also in same supplier
Only in Stretch — no cross-product concentration yet.
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Motor drive controllers/servo amplifiers
controller
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's controller also in same supplier
Only in Stretch — no cross-product concentration yet.
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Compliant gripper/end-effector actuator
other
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's other also in same supplier
Industrial robotsFANUC
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Battery management system (BMS)
power
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's power also in same supplier
SpotBoston Dynamics
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Lithium battery pack (modular cells)
power
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's power also in same supplier
SpotBoston Dynamics
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Aluminum frame/chassis (CNC machined/welded)
structure
Boston Dynamics
🇺🇸 United States
Make›
Unit cost not yet sourcedSource: —
Boston Dynamics's structure also in same supplier
AtlasBoston Dynamics
SpotBoston Dynamics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Mobile base drive motors (brushless DC)sole-source
actuator
maxon
🇨🇭 Switzerland
Buy›
Unit cost not yet sourcedSource: —
maxon's actuator also in same supplier
Only in Stretch — no cross-product concentration yet.
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
3D perception camera (RGB-D or LiDAR)
sensor
Intel
🇺🇸 United States
Buy›
Unit cost not yet sourcedSource: —
Intel's sensor also in same supplier
SpotBoston Dynamics
DRC-HUBORainbow Robotics
HUBO 2Rainbow Robotics
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
IMU/gyroscope
sensor
Xsens
🇳🇱 Netherlands
Buy›
Unit cost not yet sourcedSource: —
Xsens's sensor also in same supplier
IRB 2400ABB Robotics
SpotBoston Dynamics
M0609Doosan Robotics
MOTOMAN-HC10Kawasaki Heavy Industries
DRC-HUBORainbow Robotics
HUBORainbow Robotics
HUBO 2Rainbow Robotics
STAR1Robotera
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Custom harness & connectorssole-source
wiring
Molex
—
Buy›
Unit cost not yet sourcedSource: —
Molex's wiring also in same supplier
Only in Stretch — no cross-product concentration yet.
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
H2017
made by 🇰🇷Doosan Robotics · physical ai · 8 components
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
H2515
made by 🇰🇷Doosan Robotics · physical ai · 9 components
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Absolute joint encoder
sensor
HEIDENHAIN
🇩🇪 Germany
Buy›
Est. unit cost $100analyst estimateSource: —
HEIDENHAIN's sensor also in same supplier
GoFaABB Robotics
IRB 14000ABB Robotics
DigitAgility Robotics
EC Series Servo DrivesEstun Automation
GR-1Fourier Intelligence
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
M0609
made by 🇰🇷Doosan Robotics · physical ai · 14 components
29%built in-house
14components
4in-house
10bought-in
10named suppliers
6sole-source
2IP-locked
4 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Joint Motion Controller (Servo Drive)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
M0610Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for controller category
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Main Robot Controller (Industrial PC/PLC)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
M0610
made by 🇰🇷Doosan Robotics · physical ai · 14 components
50%built in-house
14components
7in-house
7bought-in
7named suppliers
5sole-source
1IP-locked
7 in-house7 bought-in
Component
Category
Supplier
Geography
Make / buy
Main Robot Controller (real-time OS, safety controller)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
M0609Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for controller category
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Arm Control Servo Drive (joint servo amplifier module)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
M0609Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for controller category
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
End-Effector Interface/Tool Flange
other
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's other also in same supplier
M0609Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Proximity/Safety Monitoring (bumpers, force limits)
sensor
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's sensor also in same supplier
H2017Doosan Robotics
H2515Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Aluminum/Steel Link Castings & Extrusions (arm body)
structure
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's structure also in same supplier
H2017Doosan Robotics
H2515Doosan Robotics
M0609Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Base Casting & Mounting Bracket
structure
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's structure also in same supplier
H2017Doosan Robotics
H2515Doosan Robotics
M0609Doosan Robotics
M1013Doosan Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Integrated Harness/Cable Assembly
wiring
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's wiring also in same supplier
Only in M0610 — no cross-product concentration yet.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
M1013
made by 🇰🇷Doosan Robotics · physical ai · 14 components
43%built in-house
14components
6in-house
8bought-in
8named suppliers
6sole-source
1IP-locked
6 in-house8 bought-in
Component
Category
Supplier
Geography
Make / buy
Joint Control Module (Drive + DSP)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
M0609Doosan Robotics
M0610Doosan Robotics
Alternate suppliers for controller category
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Main Robot Controller (Real-time OS)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
M0609Doosan Robotics
M0610Doosan Robotics
Alternate suppliers for controller category
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Vision System Interface Module (optional)
controller
Doosan Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Doosan Robotics's controller also in same supplier
Only in M1013 — no cross-product concentration yet.
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
EC Series Servo Drives
made by 🇨🇳Estun Automation · physical ai · 15 components
40%built in-house
15components
6in-house
9bought-in
9named suppliers
1sole-source
1IP-locked
6 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Servo Drive Control Board (DSP/FPGA)
controller
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's controller also in same supplier
EMG Servo MotorsEstun Automation
ER Series Industrial RobotsEstun Automation
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Firmware/Control Software Stack
other
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's other also in same supplier
ER Series Industrial RobotsEstun Automation
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Aluminum Die-cast Heatsink Housing
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
EMG Servo MotorsEstun Automation
ER Series Industrial RobotsEstun Automation
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
PCB (multilayer, copper-clad laminate)
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
EMG Servo MotorsEstun Automation
ER Series Industrial RobotsEstun Automation
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Shielded Encoder Cable Assembly
wiring
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's wiring also in same supplier
ER Series Industrial RobotsEstun Automation
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Internal Harness (wiring looms)
wiring
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's wiring also in same supplier
ER Series Industrial RobotsEstun Automation
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Thermal Management Cooling Fan Bearingsole-sourceIP-locked
bearing
NSK
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
NSK's bearing also in same supplier
StretchBoston Dynamics
ER Series Industrial RobotsEstun Automation
CNC systemsFANUC
Industrial robotsFANUC
HH seriesHD Hyundai Robotics
HH30HD Hyundai Robotics
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for bearing category
🇸🇪SKF19× products
🇯🇵JTEKT3× products
🇯🇵THK3× products
🇩🇪INA2× products
🇯🇵KYB1× products
FAG1× products
🇯🇵Nabtesco1× products
Slewing Bearing Inc.1× products
🇩🇪Schaeffler1× products
🇨🇳Harmonic Drive (Shanghai)1× products
🇺🇸Tesla1× products
Input EMI Filter Module
power
TDK InvenSense
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
TDK InvenSense's power also in same supplier
Only in EC Series Servo Drives — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
IGBT Power Module (inverter stage)
power
Infineon
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
Infineon's power also in same supplier
Instinct MI300XAdvanced Micro Devices
EMG Servo MotorsEstun Automation
GraceNVIDIA
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Electrolytic Capacitors (bulk storage)
power
Nippon Chemi-Con
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
Nippon Chemi-Con's power also in same supplier
Only in EC Series Servo Drives — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Gate Driver IC (IGBT/MOSFET)
power
Texas Instruments
🇺🇸 United States
Buy›
Unit cost not yet sourcedSource: —
Texas Instruments's power also in same supplier
ApolloApptronik
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Multi-turn Absolute Encoder
sensor
HEIDENHAIN
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
HEIDENHAIN's sensor also in same supplier
GoFaABB Robotics
IRB 14000ABB Robotics
DigitAgility Robotics
H2515Doosan Robotics
GR-1Fourier Intelligence
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Temperature Sensor (NTC Thermistor)
sensor
Murata Manufacturing
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
Murata Manufacturing's sensor also in same supplier
Only in EC Series Servo Drives — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Current Sensing Hall Effect IC
sensor
Allegro MicroSystems
🇺🇸 United States
Buy›
Unit cost not yet sourcedSource: —
Allegro MicroSystems's sensor also in same supplier
Only in EC Series Servo Drives — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Motor Power Connectors (M23 or DT style)
wiring
Phoenix Contact
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
Phoenix Contact's wiring also in same supplier
IRB 910SCABB Robotics
M0609Doosan Robotics
EMG Servo MotorsEstun Automation
HH30HD Hyundai Robotics
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
EMG Servo Motors
made by 🇨🇳Estun Automation · physical ai · 14 components
29%built in-house
14components
4in-house
10bought-in
9named suppliers
6sole-source
3IP-locked
4 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Servo Drive / Motion Controller PCB
controller
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's controller also in same supplier
EC Series Servo DrivesEstun Automation
ER Series Industrial RobotsEstun Automation
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
BLDC Motor Stator & Rotor
motor
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's motor also in same supplier
Only in EMG Servo Motors — no cross-product concentration yet.
Alternate suppliers for motor category
🇯🇵Yaskawa Electric13× products
🇨🇭maxon6× products
🇺🇸Kollmorgen5× products
ABB4× products
Maxon Motor3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇳🇴1X2× products
🇨🇭ABB Robotics2× products
🇨🇳Moons' Electric2× products
🇯🇵Nidec2× products
🇸🇪ABB Motors1× products
🇨🇳HCFA1× products
🇨🇳Wolong Electric1× products
🇨🇳Ningbo Yunsheng1× products
🇺🇸Apptronik1× products
🇯🇵Panasonic1× products
Welling Motor1× products
🇩🇪Schaeffler1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Aluminum/Iron Motor Housing Casting
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
EC Series Servo DrivesEstun Automation
ER Series Industrial RobotsEstun Automation
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Output Shaft & Coupling
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
ER Series Industrial Robots
made by 🇨🇳Estun Automation · physical ai · 14 components
36%built in-house
14components
5in-house
9bought-in
8named suppliers
6sole-source
4IP-locked
5 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Control Cabinet/Drive Unit
controller
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's controller also in same supplier
EC Series Servo DrivesEstun Automation
EMG Servo MotorsEstun Automation
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Tool Flange/End-Effector Interface Plate
other
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's other also in same supplier
EC Series Servo DrivesEstun Automation
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Base Frame/Pedestal Structure
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
EC Series Servo DrivesEstun Automation
EMG Servo MotorsEstun Automation
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Aluminum/Ductile Iron Arm Castings & Linkages
structure
Estun Automation
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Estun Automation's structure also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
CNC systems
made by 🇯🇵FANUC Corporation · physical ai · 15 components
53%built in-house
15components
8in-house
7bought-in
5named suppliers
5sole-source
5IP-locked
8 in-house7 bought-in
Component
Category
Supplier
Geography
Make / buy
Servo Drive / Amplifier Module
controller
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's controller also in same supplier
Industrial robotsFANUC
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
CNC Control Unit / Drive Cabinet
controller
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's controller also in same supplier
Industrial robotsFANUC
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Rotary Encoder (Absolute/Incremental)
encoder
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's encoder also in same supplier
Industrial robotsFANUC
Alternate suppliers for encoder category
🇩🇪HEIDENHAIN21× products
🇨🇭ABB Robotics1× products
US Digital1× products
🇯🇵Yaskawa Electric1× products
AMS (now ams OSRAM)1× products
Servo Motor (AC)
motor
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's motor also in same supplier
Industrial robotsFANUC
Alternate suppliers for motor category
🇯🇵Yaskawa Electric13× products
🇨🇭maxon6× products
🇺🇸Kollmorgen5× products
ABB4× products
Maxon Motor3× products
🇺🇸Figure AI3× products
🇳🇴1X2× products
🇨🇭ABB Robotics2× products
🇨🇳Moons' Electric2× products
🇯🇵Nidec2× products
🇸🇪ABB Motors1× products
🇨🇳HCFA1× products
🇨🇳Wolong Electric1× products
🇨🇳Ningbo Yunsheng1× products
🇺🇸Apptronik1× products
🇨🇳Estun Automation1× products
🇯🇵Panasonic1× products
Welling Motor1× products
🇩🇪Schaeffler1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Spindle Motor Assembly
other
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's other also in same supplier
Industrial robotsFANUC
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Power Supply Unit (AC-DC Converter)
power
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's power also in same supplier
Only in CNC systems — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Cast Iron Bed / Base Casting
structure
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's structure also in same supplier
Industrial robotsFANUC
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Harness / Cable Assembly
wiring
FANUC
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
FANUC's wiring also in same supplier
Industrial robotsFANUC
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Ballscrew Assemblysole-sourceIP-locked
actuator
NSK
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
NSK's actuator also in same supplier
Only in CNC systems — no cross-product concentration yet.
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Temperature / Pressure Sensorssole-sourceIP-locked
sensor
Omron (Adept)
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
Omron (Adept)'s sensor also in same supplier
MOTOMAN-MHKawasaki Heavy Industries
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Limit/Proximity Sensorssole-sourceIP-locked
sensor
Omron (Adept)
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
Omron (Adept)'s sensor also in same supplier
MOTOMAN-MHKawasaki Heavy Industries
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Linear Guide Rails (X/Y/Z Axis)
structure
THK
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
THK's structure also in same supplier
MOTOMAN-HCRKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Industrial robots
made by 🇯🇵FANUC Corporation · physical ai · 27 components
Only in Industrial robots — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Figure 02
made by 🇺🇸Figure AI Inc. · physical ai · 12 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Figure 03
made by 🇺🇸Figure AI Inc. · physical ai · 26 components
77%built in-house
26components
20in-house
6bought-in
5named suppliers
0sole-source
20 in-house6 bought-in
Component
Category
Supplier
Geography
Make / buy
Custom joint actuators
actuator
Figure AI
🇺🇸 United States
Make›
Est. unit cost $400analyst estimateSource: teardown
Only in Figure 03 — no cross-product concentration yet.
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Fourier Rehabilitation Robotics
made by 🇨🇳Fourier Intelligence · physical ai · 16 components
19%built in-house
16components
3in-house
13bought-in
13named suppliers
5sole-source
2IP-locked
3 in-house13 bought-in
Component
Category
Supplier
Geography
Make / buy
Main Robot Control Unit (Embedded Linux/Real-time OS)
controller
Fourier Intelligence
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Fourier Intelligence's controller also in same supplier
Only in Fourier Rehabilitation Robotics — no cross-product concentration yet.
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Soft Silicone Exoskeleton Padding/Interface
other
Fourier Intelligence
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Fourier Intelligence's other also in same supplier
Only in Fourier Rehabilitation Robotics — no cross-product concentration yet.
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Cast Aluminum/Magnesium Joint Housings
structure
Fourier Intelligence
🇨🇳 China
Make›
Unit cost not yet sourcedSource: —
Fourier Intelligence's structure also in same supplier
GR-1Fourier Intelligence
GR-2Fourier Intelligence
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Deep Groove Ball Bearing (6000-series, various sizes)sole-sourceIP-locked
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Joint Angle/Position Potentiometric Sensor
sensor
Vishay Intertechnology
🇺🇸 United States
Buy›
Unit cost not yet sourcedSource: —
Vishay Intertechnology's sensor also in same supplier
EMG Servo MotorsEstun Automation
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
6-Axis Force/Torque Sensor
sensor
ATI Industrial Automation
🇺🇸 United States
Buy›
Unit cost not yet sourcedSource: —
ATI Industrial Automation's sensor also in same supplier
IRB 1200ABB Robotics
IRB 2400ABB Robotics
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
DigitAgility Robotics
ApolloApptronik
M0609Doosan Robotics
M0610Doosan Robotics
M1013Doosan Robotics
ER Series Industrial RobotsEstun Automation
GR-1Fourier Intelligence
HH seriesHD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
4NE-1NEURA Robotics
DRC-HUBORainbow Robotics
HUBO 2Rainbow Robotics
Tesla OptimusTesla
Alternate suppliers for sensor category
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Inertial Measurement Unit (IMU) 9-DoF
sensor
Bosch Sensortec
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
Bosch Sensortec's sensor also in same supplier
EVE1X
NEO1X
DigitAgility Robotics
Figure 02Figure AI
GR-1Fourier Intelligence
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Aluminum Extrusion Frame & Joints
structure
Bosch Rexroth
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
Bosch Rexroth's structure also in same supplier
Only in Fourier Rehabilitation Robotics — no cross-product concentration yet.
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Shielded Cable Harness & Connectorssole-source
wiring
Lappkabel
—
Buy›
Unit cost not yet sourcedSource: —
Lappkabel's wiring also in same supplier
IRB 1200ABB Robotics
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
HUBO 2Rainbow Robotics
Alternate suppliers for wiring category
Lapp7× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
GR-1
made by 🇨🇳Fourier Intelligence · physical ai · 14 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
GR-2
made by 🇨🇳Fourier Intelligence · physical ai · 13 components
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH series
made by 🇰🇷HD Hyundai Robotics · physical ai · 15 components
20%built in-house
15components
3in-house
12bought-in
10named suppliers
7sole-source
4IP-locked
3 in-house12 bought-in
Component
Category
Supplier
Geography
Make / buy
Robot Arm Controller/Drive Unit
controller
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's controller also in same supplier
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Aluminum/Ductile Iron Castings (Arm Links)
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Precision Machined Steel Flanges/Brackets
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Deep Groove Ball Bearing (Motor)
bearing
FAG
—
Buy›
Unit cost not yet sourcedSource: —
FAG's bearing also in same supplier
Only in HH series — no cross-product concentration yet.
Shielded Motor Power Harness (Per Joint)sole-source
wiring
Lapp
—
Buy›
Unit cost not yet sourcedSource: —
Lapp's wiring also in same supplier
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
MOTOMAN-HC10Kawasaki Heavy Industries
Alternate suppliers for wiring category
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Encoder Signal Cable Harnesssole-source
wiring
Lapp
—
Buy›
Unit cost not yet sourcedSource: —
Lapp's wiring also in same supplier
IRB 6700ABB Robotics
IRB 910SCABB Robotics
YuMiABB Robotics
MOTOMAN-HC10Kawasaki Heavy Industries
Alternate suppliers for wiring category
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH100
made by 🇰🇷HD Hyundai Robotics · physical ai · 10 components
40%built in-house
10components
4in-house
6bought-in
6named suppliers
3sole-source
2IP-locked
4 in-house6 bought-in
Component
Category
Supplier
Geography
Make / buy
Robot controller (Hi5a-S60 / Hi6 class, motion control + drives)
🇨🇳Suzhou Green Harmonic Drive Equipment1× products
Absolute encoders (joint position feedback, per axis)sole-sourceIP-locked
sensor
SICK AG
🇩🇪 Germany
Buy›
Unit cost not yet sourcedSource: —
SICK AG's sensor also in same supplier
4NE-1NEURA Robotics
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH180
made by 🇰🇷HD Hyundai Robotics · physical ai · 8 components
Only in HH180 — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇺🇸KVH Industries1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH30
made by 🇰🇷HD Hyundai Robotics · physical ai · 14 components
43%built in-house
14components
6in-house
8bought-in
7named suppliers
6sole-source
3IP-locked
6 in-house8 bought-in
Component
Category
Supplier
Geography
Make / buy
Robot Motion Controller (main CPU/logic)
controller
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's controller also in same supplier
HH seriesHD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Control Pendant/Teach Box
other
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's other also in same supplier
HH100HD Hyundai Robotics
HH50HD Hyundai Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
End-Effector Interface Plate
other
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's other also in same supplier
HH100HD Hyundai Robotics
HH50HD Hyundai Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Aluminum/Steel Arm Castings & Extrusions
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH seriesHD Hyundai Robotics
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Precision Machined Link Assemblies
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH seriesHD Hyundai Robotics
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH50HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Motor Power & Signal Harness
wiring
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's wiring also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH50
made by 🇰🇷HD Hyundai Robotics · physical ai · 14 components
36%built in-house
14components
5in-house
9bought-in
8named suppliers
4sole-source
3IP-locked
5 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Control Board (PLC/CNC-grade)
controller
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's controller also in same supplier
HH seriesHD Hyundai Robotics
HH30HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Tool Flange & Interface Plate
other
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's other also in same supplier
HH100HD Hyundai Robotics
HH30HD Hyundai Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Aluminum/Ductile Iron Arm Castings & Links
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH seriesHD Hyundai Robotics
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH30HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Joint Housing Assemblies
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH seriesHD Hyundai Robotics
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH30HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Power & Signal Harness Assembly
wiring
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's wiring also in same supplier
HH30HD Hyundai Robotics
HH7HD Hyundai Robotics
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇺🇸Astera Labs1× products
🇰🇷Rainbow Robotics1× products
Deep Groove Ball Bearings & Angular Contact Bearingssole-sourceIP-locked
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HH7
made by 🇰🇷HD Hyundai Robotics · physical ai · 14 components
29%built in-house
14components
4in-house
10bought-in
9named suppliers
4sole-source
3IP-locked
4 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Main Motion Controller / Drive Board
controller
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's controller also in same supplier
HH seriesHD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Industrial PLC / Real-time Controller Unit
controller
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's controller also in same supplier
HH seriesHD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Aluminum / Iron Arm Castings & Extrusions
structure
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's structure also in same supplier
HH seriesHD Hyundai Robotics
HH100HD Hyundai Robotics
HH180HD Hyundai Robotics
HH30HD Hyundai Robotics
HH50HD Hyundai Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Motor Power & Signal Harness Assembly
wiring
HD Hyundai Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
HD Hyundai Robotics's wiring also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 9 components
0%built in-house
9components
0in-house
9bought-in
3named suppliers
9sole-source
8IP-locked
0 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Cross-roller joint bearingssole-sourceIP-locked
bearing
THK
🇯🇵 Japan
Buy›
Unit cost not yet sourcedSource: —
THK's bearing also in same supplier
M1013Doosan Robotics
MAiRANEURA Robotics
Alternate suppliers for bearing category
🇸🇪SKF19× products
🇯🇵NSK12× products
🇯🇵JTEKT3× products
🇩🇪INA2× products
🇯🇵KYB1× products
FAG1× products
🇯🇵Nabtesco1× products
Slewing Bearing Inc.1× products
🇩🇪Schaeffler1× products
🇨🇳Harmonic Drive (Shanghai)1× products
🇺🇸Tesla1× products
Main controller compute board (motion CPU)sole-sourceIP-locked
Yaskawa Electric's structure also in same supplier
Only in MOTOMAN — no cross-product concentration yet.
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-HC
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 14 components
29%built in-house
14components
4in-house
10bought-in
9named suppliers
5sole-source
3IP-locked
4 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Robot Motion Controller / Drive Unit
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Power Supply Unit (24VDC, 48VDC rails)
power
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's power also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Aluminum/Ductile Iron Castings (arm links)
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Shielded Harness/Cable Assembly
wiring
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's wiring also in same supplier
ESCO Technologies's structure also in same supplier
Only in MOTOMAN-HC — no cross-product concentration yet.
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-HC10
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 15 components
33%built in-house
15components
5in-house
10bought-in
9named suppliers
5sole-source
3IP-locked
5 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Controller (Real-time CPU)
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Emergency Stop Module & Safety Logic
other
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's other also in same supplier
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Power Supply Unit (48V/24V DC)
power
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's power also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Aluminum/Magnesium Structural Castings
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Precision Machined Joint Housings
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-HCR
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 15 components
40%built in-house
15components
6in-house
9bought-in
8named suppliers
5sole-source
3IP-locked
6 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Servo Drive Module
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Motion Control Unit (MCU)
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Collaborative Safety Padding/Bumper
other
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's other also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
End-Effector Interface Plate (tool flange)
other
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's other also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Aluminum/Cast Iron Joint Housings & Link Arms
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Twisted Pair/Shielded Cable Harness Assembly
wiring
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's wiring also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-MH
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 14 components
43%built in-house
14components
6in-house
8bought-in
8named suppliers
3sole-source
2IP-locked
6 in-house8 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Controller / Drive Unit
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Flange/Tool Interface Plate
other
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's other also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Servo Amplifier / Power Supply
power
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's power also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Base/Pedestal Casting
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Aluminum/Ductile Iron Arm Castings
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
MOTOMAN-UPKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Integrated Cable Harness Assembly
wiring
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's wiring also in same supplier
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-SDA
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 14 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MOTOMAN-UP
made by 🇯🇵Kawasaki Heavy Industries · physical ai · 14 components
36%built in-house
14components
5in-house
9bought-in
9named suppliers
5sole-source
2IP-locked
5 in-house9 bought-in
Component
Category
Supplier
Geography
Make / buy
Motion Control Board (Servo Drive & PLC)
controller
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's controller also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇰🇷Rainbow Robotics4× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Tool Flange & Gripper Interface Plate
other
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's other also in same supplier
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Servo Amplifiers (6-axis)
power
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's power also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Rainbow Robotics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Base Pedestal Casting (Ductile Iron)
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Aluminum Die-Cast Arm Links & Housing
structure
Kawasaki Heavy Industries
🇯🇵 Japan
Make›
Unit cost not yet sourcedSource: —
Kawasaki Heavy Industries's structure also in same supplier
MOTOMAN-HCKawasaki Heavy Industries
MOTOMAN-HC10Kawasaki Heavy Industries
MOTOMAN-HCRKawasaki Heavy Industries
MOTOMAN-MHKawasaki Heavy Industries
MOTOMAN-SDAKawasaki Heavy Industries
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Deep Groove Ball Bearings (Joint Supports)sole-sourceIP-locked
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
DDR5
made by 🇺🇸Micron Technology · ai compute · 2 components
ChangXin Memory Technologies's other also in same supplier
LPDDRMicron
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
LPDDR
made by 🇺🇸Micron Technology · ai compute · 2 components
ChangXin Memory Technologies's other also in same supplier
DDR5Micron
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
Amphenol2× products
🇰🇷Rainbow Robotics2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
4NE-1
made by 🇩🇪NEURA Robotics · physical ai · 15 components
Studio F.A. Porsche's structure also in same supplier
Only in 4NE-1 — no cross-product concentration yet.
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇰🇷Rainbow Robotics5× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
MAiRA
made by 🇩🇪NEURA Robotics · physical ai · 12 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Blackwell architecture
made by 🇺🇸NVIDIA Corporation · ai compute · 3 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Blackwell Ultra platform
made by 🇺🇸NVIDIA Corporation · ai compute · 13 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Cosmos
made by 🇺🇸NVIDIA Corporation · ai compute · 1 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Data center GPUs / AI accelerators
made by 🇺🇸NVIDIA Corporation · ai compute · 1 components
Only in Data center GPUs / AI accelerators — no cross-product concentration yet.
Alternate suppliers for compute category
🇺🇸NVIDIA21× products
🇹🇼Taiwan Manufacturing9× products
🇺🇸Intel4× products
🇰🇷Samsung Electronics3× products
🇺🇸Tesla3× products
🇨🇭ABB Robotics2× products
🇺🇸Amazon2× products
🇰🇷Doosan Robotics2× products
🇨🇳Fourier Intelligence2× products
🇰🇷HD Hyundai Robotics2× products
🇯🇵Yaskawa Electric2× products
🇺🇸Qualcomm2× products
🇹🇼Advantech2× products
Databricks1× products
Amazon Web Services (AWS)1× products
ZEISS1× products
🇬🇧Graphcore1× products
🇺🇸Micron1× products
🇰🇷Rainbow Robotics1× products
ChangXin Memory Technologies1× products
🇨🇳Rockchip1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
DPU
made by 🇺🇸NVIDIA Corporation · ai compute · 1 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Grace
made by 🇺🇸NVIDIA Corporation · ai compute · 9 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
NVIDIA B200
made by 🇺🇸NVIDIA Corporation · ai compute · 7 components
0%built in-house
7components
0in-house
7bought-in
6named suppliers
7sole-source
2IP-locked
0 in-house7 bought-in
Component
Category
Supplier
Geography
Make / buy
GPU logic die (Blackwell, dual-reticle)sole-source
Only in NVIDIA B200 — no cross-product concentration yet.
Alternate suppliers for wiring category
Lapp7× products
Lappkabel5× products
🇩🇪Phoenix Contact5× products
🇨🇳Estun Automation3× products
🇯🇵FANUC3× products
🇰🇷HD Hyundai Robotics3× products
🇯🇵Kawasaki Heavy Industries3× products
🇨🇭ABB Robotics2× products
🇬🇧Q5D1× products
Molex1× products
🇰🇷Doosan Robotics1× products
LAPP1× products
🇰🇷Rainbow Robotics1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
NVIDIA Nemotron
made by 🇺🇸NVIDIA Corporation · ai compute · 1 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
DRC-HUBO
made by 🇰🇷Rainbow Robotics · physical ai · 15 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HUBO
made by 🇰🇷Rainbow Robotics · physical ai · 25 components
32%built in-house
25components
8in-house
17bought-in
10named suppliers
9sole-source
5IP-locked
8 in-house17 bought-in
Component
Category
Supplier
Geography
Make / buy
Joint actuator units (motor + harmonic gear + servo, per joint)
Only in HUBO — no cross-product concentration yet.
Alternate suppliers for sensor category
🇺🇸ATI Industrial Automation28× products
🇳🇱Xsens9× products
🇩🇪Bosch Sensortec7× products
🇩🇪HEIDENHAIN6× products
🇩🇪NEURA Robotics6× products
🇨🇳Livox5× products
🇰🇷Doosan Robotics5× products
🇺🇸Intel4× products
🇺🇸Figure AI4× products
🇺🇸Knowles3× products
🇺🇸Boston Dynamics3× products
🇯🇵Omron (Adept)3× products
🇯🇵FANUC3× products
🇨🇳Fourier Intelligence3× products
SICK3× products
🇰🇷Rainbow Robotics3× products
🇨🇭ABB Robotics2× products
Bosch2× products
🇺🇸Velodyne Lidar2× products
🇺🇸Vishay Intertechnology2× products
🇩🇪SICK AG2× products
🇯🇵Yaskawa Electric2× products
🇳🇴1X1× products
Sick1× products
🇨🇳AgiBot1× products
🇨🇳Huayi Technology1× products
🇨🇳Keli Sensing Technology1× products
🇯🇵Murata Manufacturing1× products
🇺🇸Allegro MicroSystems1× products
NVIDIA1× products
🇬🇧XMOS1× products
🇯🇵Tamagawa Seiki1× products
Eaton1× products
🇯🇵TDK InvenSense1× products
Balluff1× products
🇩🇪Schaeffler1× products
🇯🇵Hokuyo Automatic Co.1× products
🇺🇸Analog Devices1× products
🇨🇳Robotera1× products
🇺🇸Tesla1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HUBO 2
made by 🇰🇷Rainbow Robotics · physical ai · 15 components
33%built in-house
15components
5in-house
10bought-in
10named suppliers
5sole-source
2IP-locked
5 in-house10 bought-in
Component
Category
Supplier
Geography
Make / buy
Motor driver IC (multi-axis servo controller)
controller
Rainbow Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Rainbow Robotics's controller also in same supplier
DRC-HUBORainbow Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
Main onboard compute (embedded Linux SBC/real-time CPU)
controller
Rainbow Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Rainbow Robotics's controller also in same supplier
DRC-HUBORainbow Robotics
Alternate suppliers for controller category
🇰🇷Doosan Robotics7× products
🇯🇵Kawasaki Heavy Industries7× products
🇨🇭ABB Robotics6× products
🇯🇵FANUC5× products
🇰🇷HD Hyundai Robotics5× products
🇨🇳Estun Automation3× products
🇺🇸Boston Dynamics2× products
🇯🇵Panasonic1× products
Lavichip1× products
🇨🇳Fourier Intelligence1× products
Elmo Motion Control1× products
🇯🇵Yaskawa Electric1× products
🇩🇪Siemens1× products
End-effector gripper (electromechanical or underactuated)
other
Rainbow Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Rainbow Robotics's other also in same supplier
HUBORainbow Robotics
Alternate suppliers for other category
🇩🇪MAYR13× products
🇨🇭ABB Robotics11× products
🇰🇷SK hynix5× products
🇯🇵Kawasaki Heavy Industries5× products
ZEISS4× products
🇩🇪Igus4× products
🇰🇷HD Hyundai Robotics4× products
🇩🇪Bosch Rexroth3× products
🇰🇷Doosan Robotics3× products
🇳🇴1X2× products
Databricks2× products
🇺🇸TE Connectivity2× products
🇺🇸Boston Dynamics2× products
🇨🇳Estun Automation2× products
🇩🇪Pilz2× products
🇯🇵FANUC2× products
🇺🇸Micron2× products
ChangXin Memory Technologies2× products
Amphenol2× products
🇺🇸Tesla2× products
🇺🇸Qualcomm1× products
Cognex1× products
Aimpoint Digital1× products
CI&T1× products
🇨🇳Zhejiang Wanma1× products
🇨🇳AgiBot1× products
🇺🇸Agility Robotics1× products
Alchip Technologies1× products
🇺🇸Synopsys1× products
🇺🇸Astera Labs1× products
ByBre1× products
🇯🇵KYB1× products
Lemo1× products
Shell1× products
🇩🇪Freudenberg1× products
Kinghelm1× products
🇺🇸Figure AI1× products
🇨🇳Fourier Intelligence1× products
🇩🇪Siemens1× products
🇩🇪Phoenix Contact1× products
Moog Industrial1× products
MOOG1× products
SMC1× products
Panasonic1× products
Shell Tellus1× products
Harmonic Drive Systems1× products
🇩🇪NEURA Robotics1× products
Cooler Master1× products
🇹🇼Unimicron1× products
🇯🇵TDK InvenSense1× products
🇨🇳Robotera1× products
Ajinomoto1× products
🇨🇳Wuzhou Xinchun1× products
DC-DC converter and power management board
power
Rainbow Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Rainbow Robotics's power also in same supplier
DRC-HUBORainbow Robotics
Alternate suppliers for power category
🇹🇼MEANWELL7× products
🇯🇵Yaskawa Electric7× products
🇨🇭ABB Robotics5× products
🇩🇪Infineon5× products
🇯🇵Kawasaki Heavy Industries4× products
🇺🇸Texas Instruments3× products
🇺🇸Boston Dynamics3× products
🇰🇷Doosan Robotics2× products
🇺🇸Figure AI2× products
🇰🇷HD Hyundai Robotics2× products
🇺🇸Monolithic Power2× products
ABB1× products
🇩🇪Phoenix Contact1× products
🇨🇳Lingyi iTech 领益智造1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
Kinetic Technologies1× products
Trumpf1× products
🇩🇪ebm-papst1× products
MEAN WELL1× products
🇯🇵TDK InvenSense1× products
🇯🇵Nippon Chemi-Con1× products
🇯🇵Nichicon1× products
🇯🇵FANUC1× products
🇺🇸WiBOTIC1× products
🇺🇸Vicor1× products
A123 Systems1× products
Mean Well1× products
🇩🇪NEURA Robotics1× products
🇹🇼Delta Electronics1× products
🇰🇷Samsung SDI1× products
Aluminum extrusion & machined frame castings
structure
Rainbow Robotics
🇰🇷 South Korea
Make›
Unit cost not yet sourcedSource: —
Rainbow Robotics's structure also in same supplier
DRC-HUBORainbow Robotics
HUBORainbow Robotics
Alternate suppliers for structure category
🇨🇭ABB Robotics11× products
🇯🇵Kawasaki Heavy Industries10× products
🇰🇷HD Hyundai Robotics9× products
🇰🇷Doosan Robotics6× products
🇨🇳Estun Automation6× products
🇳🇴1X4× products
🇨🇳Fourier Intelligence4× products
🇺🇸Boston Dynamics3× products
🇯🇵FANUC3× products
🇺🇸Figure AI3× products
🇯🇵THK2× products
🇺🇸Advanced Micro Devices1× products
🇺🇸Agility Robotics1× products
🇺🇸Amazon1× products
🇩🇪Bosch Rexroth1× products
🇯🇵Yaskawa Electric1× products
ESCO Technologies1× products
Studio F.A. Porsche1× products
🇩🇪NEURA Robotics1× products
🇨🇳Robotera1× products
Torque-controlled servo motor (BLDC, 200W+ per joint)sole-source
actuator
Maxon Motor
—
Buy›
Unit cost not yet sourcedSource: —
Maxon Motor's actuator also in same supplier
Only in HUBO 2 — no cross-product concentration yet.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
STAR1
made by 🇨🇳Robotera · physical ai · 14 components
50%built in-house
14components
7in-house
7bought-in
7named suppliers
3sole-source
7 in-house7 bought-in
Component
Category
Supplier
Geography
Make / buy
XHAND1 five-finger dexterous hand (12 active DOF, full-gear QDD)
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HBM (High Bandwidth Memory)
made by 🇰🇷Samsung Electronics Co., Ltd. · ai compute · 2 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
DRAM
made by 🇰🇷SK hynix Inc. · ai compute · 2 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
HBM (High Bandwidth Memory)
made by 🇰🇷SK hynix Inc. · ai compute · 3 components
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Full Self-Driving (FSD) (Supervised)
made by 🇺🇸Tesla, Inc. · physical ai · 2 components
Samsung Electronics's compute also in same supplier
Tesla OptimusTesla
Alternate suppliers for compute category
🇺🇸NVIDIA21× products
🇹🇼Taiwan Manufacturing9× products
🇺🇸Intel4× products
🇺🇸Tesla3× products
🇨🇭ABB Robotics2× products
🇺🇸Amazon2× products
🇰🇷Doosan Robotics2× products
🇨🇳Fourier Intelligence2× products
🇰🇷HD Hyundai Robotics2× products
🇯🇵Yaskawa Electric2× products
🇺🇸Qualcomm2× products
🇹🇼Advantech2× products
Databricks1× products
Amazon Web Services (AWS)1× products
ZEISS1× products
🇬🇧Graphcore1× products
🇺🇸Micron1× products
Ajinomoto1× products
🇰🇷Rainbow Robotics1× products
ChangXin Memory Technologies1× products
🇨🇳Rockchip1× products
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
Tesla Optimus
made by 🇺🇸Tesla, Inc. · physical ai · 20 components
45%built in-house
20components
9in-house
11bought-in
8named suppliers
2sole-source
1IP-locked
9 in-house11 bought-in
Component
Category
Supplier
Geography
Make / buy
Battery pack
battery
Tesla
🇺🇸 United States
Make›
Est. unit cost $300analyst estimateSource: teardown
Tesla's battery also in same supplier
Only in Tesla Optimus — no cross-product concentration yet.
Click any component to drill in — who else supplies it, which other products use it, sole-source risk, and the source behind every figure. Cost is an estimate shown on expand; every line stays below the 0.7 analytics floor until a second source corroborates it.
IP CHOKEPOINTS
Where one supplier owns the supply and the IP
The signature risk: a sole-source component whose supplier also owns the patents for that technology — a double lock-in of manufacturing and intellectual property. 93 in the current data.
sole-source · supplier owns 12 Force / torque sensors patents
sensorIP-locked
1X←Bosch Sensortec
sole-source · supplier owns 3 Force / torque sensors patents
sensorIP-locked
FANUC←Omron (Adept)
sole-source · supplier owns 2 Force / torque sensors patents
GEOGRAPHIC EXPOSURE
Country-of-origin concentration
Where each buyer's confirmed suppliers are based and produce. Single-country reliance — the “country-of-factory” risk — is the systemic exposure institutions price.
HQ tells you where a supplier is based; this is where its components are produced. A buyer can look diversified by headquarters yet concentrate real production in one country — the exposure that actually bites. Top 24 by production concentration.
🇸🇪SKF
produced in 🇸🇪 Sweden 100%
1 production country · high concentration
🇨🇳Fourier Intelligence
produced in 🇨🇭 Switzerland 100%
1 production country · high concentration
Tata Sons
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇹🇼Powertech
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇹🇼UMC
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇩🇪Siltronic
produced in 🇩🇪 Germany 100%
1 production country · high concentration
SoftBank
produced in 🇬🇧 United Kingdom 100%
1 production country · high concentration
🇨🇳Estun Automation
produced in 🇨🇳 China 100%
1 production country · high concentration
🇨🇳Hua Hong
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇯🇵FANUC
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇺🇸Agility Robotics
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇨🇳Wolong Electric
produced in 🇨🇳 China 100%
1 production country · high concentration
🇯🇵Denso / Denso Wave
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇺🇸Broadcom
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇰🇷Rainbow Robotics
produced in 🇩🇪 Germany 100%
1 production country · high concentration
🇰🇷Wonik Robotics
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇩🇪Vacuumschmelze
produced in 🇨🇦 Canada 100%
1 production country · high concentration
🇺🇸SambaNova
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇯🇵Panasonic
produced in 🇨🇳 China 100%
1 production country · high concentration
🇺🇸Coherent
produced in 🇺🇸 United States 100%
1 production country · high concentration
🇯🇵Ibiden
produced in 🇯🇵 Japan 100%
1 production country · high concentration
🇨🇳Empyrean
produced in 🇩🇪 Germany 100%
1 production country · high concentration
🇨🇳CATL
produced in 🇨🇳 China 100%
1 production country · high concentration
🇯🇵Sumitomo Heavy Industries
produced in 🇯🇵 Japan 100%
1 production country · high concentration
COMPONENT CHOKEPOINTS
Concentration at the part level
SPLC measures concentration company-by-company; this is one rung deeper — which component types the whole graph depends on the fewest suppliers for. Confirmed edges only; HHI over suppliers, buyers = how many companies pull through it.
ai_chips
27 suppliers · 44 buyers · HHI 0.07
top: NVIDIA
foundry
7 suppliers · 27 buyers · HHI 0.35
top: Taiwan Manufacturing
ai_compute
17 suppliers · 24 buyers · HHI 0.1
top: Arteris
physical_ai
21 suppliers · 14 buyers · HHI 0.05
top: Skild AI
merchant_gpuconcentrated
2 suppliers · 10 buyers · HHI 0.5
top: Intel
imu
5 suppliers · 10 buyers · HHI 0.31
top: Murata Manufacturing
humanoid
8 suppliers · 10 buyers · HHI 0.16
top: Galbot
advanced_packaging
6 suppliers · 9 buyers · HHI 0.2
top: Ibiden
compute
3 suppliers · 8 buyers · HHI 0.43
top: Qualcomm
rare_earth_magnets
3 suppliers · 8 buyers · HHI 0.37
top: Ningbo Yunsheng
hbmconcentrated
2 suppliers · 7 buyers · HHI 0.52
top: Micron
osat
3 suppliers · 7 buyers · HHI 0.38
top: Amkor
harmonic_reducersconcentrated
2 suppliers · 6 buyers · HHI 0.72
top: Leaderdrive
custom_asicconcentrated
2 suppliers · 6 buyers · HHI 0.53
top: Broadcom
force_torqueconcentrated
2 suppliers · 5 buyers · HHI 0.56
top: Sunrise Instruments
switch_siliconconcentrated
2 suppliers · 4 buyers · HHI 0.59
top: Astera Labs
batteries
4 suppliers · 4 buyers · HHI 0.28
top: CATL
industrial_arm
7 suppliers · 4 buyers · HHI 0.16
top: Dobot
SUPPLIER CONCENTRATION
Single-buyer dependence
For each supplier, how concentrated its confirmed customer base is (Herfindahl over buyers). A lone buyer is a revenue single-point-of-failure for the supplier.
China Northern Rare Earth High-Tech → JL MAG Rare-Earth
physical_ai
mo unknown
0.38
NVIDIA → Galaxea AI
ai_chips
mo unknown
0.38
Intel → Geek+ (Geekplus)
merchant_gpu
mo unknown
0.38
Hesai → Meituan
vision
mo unknown
0.38
NVIDIA → LimX Dynamics
ai_chips
mo unknown
0.38
Ningbo Yunsheng → BYD
rare_earth_magnets
mo unknown
0.38
RoboSense → BYD
vision
mo unknown
0.38
Intel → LimX Dynamics
merchant_gpu
mo unknown
0.38
Zhongke Sanhuan → BYD
rare_earth_magnets
mo unknown
0.38
Lotte Energy Materials → Samsung SDI
physical_ai
mo unknown
0.38
Cognibotics → Standard Bots
physical_ai
mo unknown
0.38
Roboflow → Standard Bots
physical_ai
mo unknown
0.38
Hemlock → SUMCO
ai_compute
mo unknown
0.38
Key Foundry → Vishay Intertechnology
ai_compute
mo unknown
0.38
Vacuumschmelze → Cyclic Materials
rare_earth_magnets
mo unknown
0.38
Zhongke Sanhuan → Tesla
rare_earth_magnets
mo unknown
0.38
Zhongke Sanhuan → Alphabet
rare_earth_magnets
mo unknown
0.38
Mitsubishi Electric → Zhongji InnoLight
industrial_arm
mo unknown
0.38
Rockchip → LimX Dynamics
ai_compute
mo unknown
0.38
Nordson Corporation → Powertech
ai_compute
mo unknown
0.38
Ovako → SKF
physical_ai
mo unknown
0.38
ASMPT → Tata Electronics
ai_compute
mo unknown
0.38
Ucore Rare Metals Inc. → Vacuumschmelze
physical_ai
mo unknown
0.38
Tower → Vishay Intertechnology
ai_compute
mo unknown
0.38
POSCO Future M → Samsung SDI
physical_ai
mo unknown
0.38
Cyclic Materials → Vacuumschmelze
physical_ai
mo unknown
0.38
Rockchip → Noetix Robotics
ai_compute
mo unknown
0.38
Moons' Electric → Noetix Robotics
physical_ai
mo unknown
0.38
Arteris → Infineon
ai_compute
mo unknown
0.38
Resonac → Infineon
ai_chips
mo unknown
0.38
CATL → Xiaomi Robotics
batteries
mo unknown
0.38
Arteris → Advanced Micro Devices
ai_compute
mo unknown
0.38
Arteris → Renesas Electronics
ai_compute
mo unknown
0.38
UMC → Texas Instruments
foundry
mo unknown
0.38
MediaTek → Dell
networking
mo unknown
0.38
Tesla → Aptiv
humanoid
mo unknown
0.38
Arteris → Tenstorrent
ai_compute
mo unknown
0.38
Arteris → NXP Semiconductors
ai_compute
mo unknown
0.38
Arteris → Intel
ai_compute
mo unknown
0.38
Aptiv → BYD
physical_ai
mo unknown
0.38
Advanced Micro Devices → Arteris
merchant_gpu
mo unknown
0.38
Renesas Electronics → Arteris
compute
mo unknown
0.38
NVIDIA → Neolix
ai_chips
mo unknown
0.38
JAKA Robotics → Toyota Motor
industrial_arm
mo unknown
0.38
Toppan Printing → OmniVision
ai_compute
mo unknown
0.38
Alphatec Packaging → OmniVision
ai_compute
mo unknown
0.38
C&U → Wolong Electric
physical_ai
mo unknown
0.38
Jiangxi South Rare Earth Hi-Tech → Zhongke Sanhuan
physical_ai
mo unknown
0.38
Synopsys → Arteris
ai_chips
mo unknown
0.38
Broadcom → Microsoft
custom_asic
mo unknown
0.38
Vishay Intertechnology → Denso / Denso Wave
ai_compute
mo unknown
0.38
Corning → NVIDIA
advanced_packaging
mo unknown
0.38
Nan Ya PCB → Advanced Micro Devices
advanced_packaging
mo unknown
0.38
Covariant → ABB Robotics
physical_ai
mo unknown
0.38
SUMCO → Samsung Electronics
ai_chips
mo unknown
0.38
Wolong Electric → Unitree Robotics
servomotors
mo unknown
0.38
Rockchip → UBTech Robotics
ai_compute
mo unknown
0.38
Marvell → NVIDIA
custom_asic
mo unknown
0.39
Broadcom → Amazon
custom_asic
mo unknown
0.38
VDL Groep → Einride
physical_ai
mo unknown
0.38
Infineon → Devanthro (Roboy)
ai_chips
mo unknown
0.38
SambaNova → Intel
accelerators
mo unknown
0.39
RoboSense → Neolix
vision
mo unknown
0.38
Zhongji InnoLight → Alphabet
optical_modules
mo unknown
0.38
Tata Electronics → Qualcomm
ai_compute
mo unknown
0.38
Zhongji InnoLight → Meta Platforms
optical_modules
mo unknown
0.38
Qualcomm → Samsung Electronics
compute
mo unknown
0.39
Broadcom → Zhongji InnoLight
custom_asic
mo unknown
0.38
MediaTek → Samsung Electronics
networking
mo unknown
0.38
NVIDIA → Agile Robots
ai_chips
mo unknown
0.38
NVIDIA → Cartken
ai_chips
mo unknown
0.38
Merck KGaA → Texas Instruments
ai_chips
mo unknown
0.38
Ningbo Yunsheng → Panasonic
rare_earth_magnets
mo unknown
0.38
NVIDIA → Tesla
ai_chips
mo unknown
0.39
Aptiv → Vecna Robotics
physical_ai
mo unknown
0.39
Intel → SambaNova
merchant_gpu
mo unknown
0.39
IonQ → QuantumBasel
quantum
mo unknown
0.39
Samsung Electro-Mechanics → Samsung Electronics
advanced_packaging
mo unknown
0.39
Murata Manufacturing → NVIDIA
imu
mo unknown
0.38
NVIDIA → Hewlett Packard Enterprise
ai_chips
mo unknown
0.39
Broadcom → Hewlett Packard Enterprise
custom_asic
mo unknown
0.38
Qualcomm → HP
compute
mo unknown
0.38
Aptiv → Comau
physical_ai
mo unknown
0.39
NVIDIA → FANUC
ai_chips
mo unknown
0.38
Advanced Micro Devices → HP
merchant_gpu
mo unknown
0.38
IonQ → Amazon
quantum
mo unknown
0.38
Amkor → Taiwan Manufacturing
osat
mo unknown
0.38
Marvell → Meta Platforms
custom_asic
mo unknown
0.38
Samsung Electronics → Meta Platforms
ai_chips
mo unknown
0.38
GlobalWafers → Micron
ai_chips
mo unknown
0.38
Applied Materials → GlobalFoundries
ai_chips
mo unknown
0.38
Applied Materials → Qualcomm
ai_chips
mo unknown
0.38
MaxLinear → NVIDIA
ai_compute
mo unknown
0.38
Jabil → MaxLinear
mo unknown
0.38
Micron → Alphabet
hbm
mo unknown
0.38
NVIDIA → Magna International
ai_chips
mo unknown
0.38
MaxLinear → Advanced Micro Devices
ai_compute
mo unknown
0.38
Samsung Electronics → MaxLinear
ai_chips
mo unknown
0.38
Microchip → NVIDIA
ai_compute
mo unknown
0.38
Samsung Electronics → NVIDIA
ai_chips
mo unknown
0.38
Amkor → Astera Labs
osat
mo unknown
0.38
Lam Research → Samsung Electronics
ai_chips
mo unknown
0.38
Credo → Amazon
switch_silicon
mo unknown
0.38
Arteris → Samsung Electronics
ai_compute
mo unknown
0.39
Samsung Electro-Mechanics → Groq
advanced_packaging
mo unknown
0.38
NVIDIA → Super Micro Computer
ai_chips
mo unknown
0.38
Taiwan Manufacturing → Sony
foundry
mo unknown
0.38
Agility Robotics → Schaeffler
humanoid
mo unknown
0.38
Agility Robotics → Amazon
humanoid
mo unknown
0.38
Agility Robotics → Toyota Motor
humanoid
mo unknown
0.38
Andes Technologies → Arteris
ai_compute
mo unknown
0.39
SiFive → Arteris
ai_compute
mo unknown
0.39
Synopsys → Keysight
ai_chips
mo unknown
0.39
Synopsys → Keysight Technologies
ai_chips
mo unknown
0.38
Panasonic → Tesla
physical_ai
mo unknown
0.38
Mentee Robotics → Intel
physical_ai
mo unknown
0.38
Arteris → Socionext
ai_compute
mo unknown
0.38
Cadence Design → Arteris
ai_chips
mo unknown
0.38
Arteris → Texas Instruments
ai_compute
mo unknown
0.38
Samsung Electronics → Corsair
ai_chips
mo unknown
0.38
Taiwan Manufacturing → Tesla
foundry
30mo established
0.76
Synopsys → Microsoft
ai_chips
mo unknown
0.39
Samsung Electronics → Tesla
foundry
11mo young
0.63
Lam Research → ASE Technology
ai_chips
mo unknown
0.38
Taiwan Manufacturing → NXP Semiconductors
foundry
mo unknown
0.38
Nabtesco → ABB Robotics
planetary_reducers
mo unknown
0.38
Micron → Microsoft
hbm
mo unknown
0.38
Micron → Corsair
hbm
mo unknown
0.38
IonQ →
quantum
mo unknown
0.38
→ MaxLinear
ai_compute
mo unknown
0.38
IonQ → Microsoft
quantum
mo unknown
0.38
Micron → Intel
hbm
mo unknown
0.39
Arm →
ai_chips
mo unknown
0.39
SK hynix → Meta Platforms
hbm
mo unknown
0.38
Figure AI → Amazon
humanoid
mo unknown
0.38
Broadcom → Celestica
custom_asic
mo unknown
0.39
MP Materials → Apple
physical_ai
mo unknown
0.39
Qualcomm → STMicroelectronics
compute
mo unknown
0.38
Taiwan Manufacturing → Navitas
foundry
mo unknown
0.38
Advanced Micro Devices → Alphabet
merchant_gpu
mo unknown
0.38
Analog Devices → NVIDIA
imu
mo unknown
0.38
Advanced Micro Devices → Alibaba Group
merchant_gpu
mo unknown
0.38
Taiwan Manufacturing → Analog Devices
foundry
mo unknown
0.38
Astera Labs → Amazon
switch_silicon
mo unknown
0.38
Astera Labs → NVIDIA
switch_silicon
mo unknown
0.38
Arm → Samsung Electronics
ai_chips
mo unknown
0.38
Credo → NVIDIA
switch_silicon
mo unknown
0.38
Micron → Astera Labs
hbm
mo unknown
0.38
Advanced Micro Devices → Cadence Design
merchant_gpu
mo unknown
0.38
Regal Rexnord → ABB Robotics
mo unknown
0.38
ACM Research → Micron
ai_chips
mo unknown
0.38
NVIDIA → Tata Sons
ai_chips
mo unknown
0.38
Murata Manufacturing → GlobalFoundries
imu
mo unknown
0.38
Murata Manufacturing → Intel
imu
mo unknown
0.38
Intel → Dell
merchant_gpu
mo unknown
0.39
Arm → NVIDIA
ai_chips
mo unknown
0.39
Arm → Amazon
ai_chips
mo unknown
0.39
Boston Dynamics → Hyundai Motor
humanoid
mo unknown
0.39
Boston Dynamics → Hyundai Motor
humanoid
mo unknown
0.39
ABB → ABB Robotics
physical_ai
mo unknown
0.39
GlobalFoundries → Qualcomm
foundry
mo unknown
0.38
GlobalFoundries → Coherent
foundry
mo unknown
0.38
Taiwan Manufacturing → Intel
foundry
mo unknown
0.38
Samsung Electronics → Tesla
ai_chips
mo unknown
0.39
Broadcom → Celestica
custom_asic
mo unknown
0.39
Intel → Dell
merchant_gpu
mo unknown
0.39
Samsung Electronics → Tesla
ai_chips
mo unknown
0.39
Intel →
merchant_gpu
mo unknown
0.39
Sumitomo Electric → Sumitomo Heavy Industries
ai_compute
mo unknown
0.39
Broadcom →
custom_asic
mo unknown
0.39
Microsoft → Arm
ai_compute
mo unknown
0.39
Qualcomm → Booster Robotics
compute
mo unknown
0.41
LG Energy Solution → Boston Dynamics
batteries
mo unknown
0.38
Tokyo Electron → Intel
ai_chips
mo unknown
0.38
OWNERSHIP & STRATEGIC INVESTMENT
Who owns whom
Equity ties shape the supply graph — the “German” reducer in Western cobots is Japanese-owned, and the hyperscalers funding the humanoid OEM are also its compute suppliers.
⚑ Ecosystem lock-in: NVIDIA, Microsoft and Amazon all hold venture stakes in Figure AI — the same three firms that dominate AI-compute supply. They are funding the demand for their own chips.
SOLE-SOURCE RISK early
Single points of failure
Buyers wholly dependent on a single supplier for a component. Sparse today — only one qualifies so far; this fills in as more sole-source edges are confirmed.
🇺🇸NVIDIA Corporation
sole-source dependent on
foundry
hbm
max dependency materiality 0.95 · moderate
click for the underlying dependencies →
All risk analytics are materialized views over confirmed (≥0.7) edges. As more confirmed edges load, more buyers and suppliers surface here. (Backward-integration “captive supplier” pairs — a buyer owning its supplier — have no instances in the current set.)
DOUBLE LOCK-INS
A sole-source part whose own material is also concentrated
The compounded risk: a Tier-1 sole-source supplier whose upstream (Tier-2) input is itself concentrated — locked at the component and the material tier, two rungs down. 4 in the current data.
oemdouble lock
Panasonic←Midea
T1 sole-source · fed by Midea (T2)
rare_earth_magnetsdouble lock
Panasonic←Ningbo Yunsheng
T1 sole-source · fed by Ningbo Yunsheng (T2)
ai_computedouble lock
Vishay Intertechnology←Tower
T1 sole-source · fed by Tower (T2)
ai_computedouble lock
Vishay Intertechnology←Key Foundry
T1 sole-source · fed by Key Foundry (T2)
SUPPLY DEPTH
How far upstream we can trace each chain
Tier 1 = supplier to the maker. Tier 2 = supplier to that supplier — the material / sub-component one rung deeper. Solid = human-verified; dotted = sourced but not yet checked. 33 tier-2+ links across 16 suppliers.