Key Investment Opportunities in Robotics Supply Chain

PANews posted on X (formerly Twitter). As discussions around mass production of robots continue, astute investors are shifting their focus to deeper aspects of the supply chain. The real potential lies in two main areas: the brain layer, which includes software and computing such as foundational models, data analysis, and simulation vision, and the body layer, which encompasses hardware and industrial systems like actuators, sensors, power semiconductors, connectors, and manufacturing equipment. While the market has already priced in chips, the true opportunities now lie in actuators, sensors, connectors, and power semiconductors.