Last Sunday, the Japanese Prime Minister achieved the best election result ever for her party. Her party received almost 70% (!!!) of the vote, which, with the exception of constitutional amendments, gives her the power to "rule through". If you were to translate the election result (just for fun) into the German party system, the CDU, FDP and AfD would have received around 90% of the vote and all left-wing parties together around 10% 😂

The Japanese benchmark index Nikkei 225 then reached a new all-time high. It is assumed that the defense and tech industries will be strengthened under her government. It wants to create more national champions and at the same time prioritizes national sovereignty. However, tensions with China's communist dictatorship could increase as, unlike her predecessors, she clearly articulates Japan's interests to the Chinese, which they visibly dislike.

What her economic agenda will look like will probably become clear in the coming weeks to months, but I am convinced that the stock markets will benefit significantly. It will probably be a mixture of tax cuts and targeted industrial policy with a focus on high technology.

All in all, I think Japan has made the right decision to combine technology leadership, national sovereignty and security interests. They now have a strong and stable government for the next few years, from which I think we can expect a lot (also for our portfolio) :)

$7012 (-0,38%)
$5801 (-3,37%)
$8035 (-4,65%)
$5344 (-2,92%)
$9984 (-0,51%)
$4063 (-1,13%)
$6324 (+0,43%)
$6702 (+2,18%)
$6701 (+1,99%)
$8306 (-1,43%)

The main drivers were positions such as Rocket Lab $RKLB (-1,87%) , SoftBank Group $9984 (-0,51%) , Tokyo Electron $8035 (-4,65%) and Kraken Robotics $PNG (+2,85%) .

A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-4,06%) but these will also pick up again in the medium term.

Hello my dears,

We are just at the beginning of the reporting season, and therefore the following thought.

@Multibagger
@Dividendenopi
@Epi
@TomTurboInves@Hotte1909 . @BamBamInvest
@All-in-or-nothing etc.

ASML $ASML (-2,14%) and TSMC $TSM (-1,46%) have already presented good figures. And the shares have benefited from this.

On October 31, the Tokyo Electro sector will deliver $8035 (-4,65%) will report its quarterly figures.

Due to the good figures presented by customers and competitors, it is relatively likely that good figures will also be delivered here.

Hence the big expert question.

Shouldn't we still buy here, or even go long?

I look forward to your answers in the comments.

1. company relationship

Tokyo Electron Ltd is a Japanese manufacturer of high-tech semiconductor equipment and supplies critical technologies for Taiwan Semiconductor Manufacturing Co (TSMC)the world's largest contract chip manufacturer.

My dears, of course I recognize my twin theory from the chart.

And here Tokyo Electron has already taken the positive trend of ASML with it.

Therefore, positive figures could of course already be priced into the share price.

Hello my dears, @Klein-Anleger1

after the great performance in the previous months

August was unfortunately not so successful.

But September is going well again so far. And so I am YTD with + 5.04 % better than the

NASDAQ 100 + 0.16% World+ 1.14 %.

Reasons for the underperformance in August are earnings at my large position GFT and negative news at Defi Technologie.

The tariffs weighed on Embraer, and the correction in defense weighed on Kitron and AeroVironment.

Vertex's earnings were also the fly in the ointment.

Negative position: (month of August)

Defi Technology - 25.61%. $DEFI (-2,07%)

Innodata - 23.64%. $INOD (-1,94%)

Tokyo Electron - 20.95%. $8035 (-4,65%)

Vertex. - 16,38% $VRTX (+1,29%)

Aixtron. -15,53%. $AIXA (-3,08%)

Transdigm. -15,13%. $TDG (+1,26%)

Vertiv. -14,72%. $VRT (-1,89%)

Coinbase. -13,01%. $COIN (-2,67%)

AeroVironment. -11,91%. $AVAV (-0,9%)

Kitron. -7,79%. $KIT (-2,3%)

Microsoft. -7,64%. $MSFT (+0,4%)

Embraer. -4,75%. $ERJ (+0%)

Nvidia. -4,33%. $NVDA (-0,29%)

GFT Technology -3.67%. $GFT (-2,25%)

With so many negative positions, I am glad that I got off lightly due to my positive positions.

Plus positions: (month of August)

Gilat Satellite. +22,14%. $GILT (-4,28%)

Applovin. +18,69%. $APP (-0,8%)

NU Holdings +17.88%. $NU (-0,65%)

SoFi. +12,24%. $SOFI (-0,78%)

Alphabet. +8,95%. $GOOGL (+0,32%)

Fortescue. +8,90%. $FSUGY (-2,45%)

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I later added my favorites in each sector.

In-depth analysis of the value chain, including shovel manufacturers and potential hidden champions

New category: Secondary Key Sectors (Sales, Marketing, Financing)

Additionally: Top 25 companies worldwide, as well as the Top 10 in Europe and the Top 10 in Asia

To help newcomers get up to speed, I’ve included a video link. This will give you an idea of just how far the development of humanoid robotics has come today.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and support 🙏

🌐 1. Humanoid Robot Value Chain (with hidden champions)

1. Research & Chip Design

$ARM (-2,33%) ARM (UK) – CPU IP, energy-efficient processors

$SNPS (+0,45%) Synopsys (US) – EDA software, chip design

$CDNS (+0,74%) Cadence (US) – EDA & Simulation

$PTC PTC (US) – Engineering software, CAD/PLM

$DSY (+1,17%) Dassault Systèmes (FR) – 3D design & digital twin

$SIE (-1,95%) Siemens (DE) – Industrial software & lifecycle management

$ADBE (+1,13%) Adobe (US) – Design, AR/UX

ANSYS (US) – Multiphysics Simulation – Acquired by Synopsys

Altair (US) – CAE, Simulation, Digital Twin – Acquired by Siemens

$HXGBY (+3,08%)
Hexagon (SE) – Measurement Technology & Simulation

$AWE Alphawave IP Group (UK) – High-speed chip IP for AI/robotics

1. Synopsis, 2. Siemens, and 3. Adobe are my top three picks in this sector

2. Manufacturing Technology & Equipment

$ASML (-2,14%) ASML (NL) – Lithography (EUV)

$AMAT (-1,88%) Applied Materials (US) – Semiconductor Equipment

$8035 (-4,65%) Tokyo Electron (JP) – Wafer manufacturing

$KEYS (-0,77%) Keysight Technologies (US) – Measurement Technology

$6857 (-3,65%) Advantest (JP) – Chip Test Systems

$TER (-2,21%) Teradyne (US) – Test systems + cobots

$6954 (-1,13%) Fanuc (JP) – Industrial robots, CNC

$CAT (-1,09%) Caterpillar (US) – Autonomous Machinery

$KU2G KUKA (DE) – Industrial Robots

Comau (IT) – Automation – Not publicly traded

$ROK Rockwell Automation (US) – Industrial automation

$JBL (-0,35%) Jabil (US) – Contract Manufacturing (EMS/ODM)

$KIT (-2,3%) Kitron (NO) – European EMS/ODM manufacturer

$AIXA (-3,08%) Aixtron (DE) – Deposition systems for compound semiconductors

$LRCX (-2,17%)
Lam Research (US) – Etching/deposition systems

$MKSI (-0,48%)
MKS Instruments (US) – Plasma/vacuum technology

$ASM (-6,3%)
ASM International (NL) – Deposition systems

1. ASML, 2. Keysight Technologies, 3. Fanuc are my top 3 in this sector

3. Chip Manufacturing (Foundries)

$TSM (-1,46%) TSMC (TW) – leading foundry

$SMSN Samsung Electronics (KR) – foundry + memory

$GFS (-1,79%) GlobalFoundries (US) – specialty chips

$INTC (+0,22%)
Intel Foundry Services (US) – new Western foundry player

$981
SMIC (CN) – Largest Chinese foundry

$UMC
UMC (TW) – Power, RF, and embedded chips

1. TSMC, 2. Intel, 3. Samsung Electronics are my top 3 in this sector

4. Computing & control unit (“brain”)

$NVDA (-0,29%) Nvidia (US) – GPUs, AI chips

$INTC (+0,22%) Intel (US) – CPUs, FPGAs

$AMD (-1,57%) AMD (US) – CPUs, GPUs

$MRVL (-0,72%) Marvell (US) – network chips

$MU (-1,85%) Micron (US) – Memory

$DELL (-0,8%) Dell Technologies (US) – Edge & Infrastructure

Graphcore (UK) – AI chips (IPU) – not a publicly traded company

Cerebras (US) – Wafer-Scale Engine – not a publicly traded company

SiPearl (FR) – European HPC chip – not a publicly traded company

1. Nvidia, 2. Marvell, 3. Micron are my top 3 in this sector

5. Sensors (“Senses”)

$6758 (-0,74%) Sony (JP) – Image sensors

$6861 (-0,45%) Keyence (JP) – industrial sensors

$STM (-5,07%) STMicroelectronics (FR/IT) – Sensors, MCUs

$TDY Teledyne (US) – optical/infrared sensors

$CGNX (+0,19%) Cognex (US) – Machine Vision

$HON (-0,14%) Honeywell (US) – Sensors, Security

ANYbotics (CH) – Autonomous sensor fusion – not a publicly traded company

$AMBA (-0,07%) Ambarella (US) – Video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) – Lidar sensors – acquired by Ouster

$AMS (-2,66%)
OSRAM (AT/DE) – optical sensors

1. Teledyne, 2. Keyence, 3. Ouster are my top 3 in this sector

6. Actuators & Power Electronics (“Muscles”)

$IFX (-5,47%) Infineon (DE) – Power Electronics

$ON (-2,04%) onsemi (US) – Power & Sensors

$TXN (-0,95%) Texas Instruments (US) – mixed-signal chips

$ADI (-0,28%) Analog Devices (US) – Signal Processing

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics

$MP (-1,27%) MP Materials (US) – Magnets

$APH (-1,1%) Amphenol (US) – Connectors

$6481 (-1,03%) THK (JP) – Linear guides & actuators

$6324 (+0,43%)
Harmonic Drive (JP) – Precision gearboxes & servo drives for robotics

$6594 (+2,41%)
Nidec (JP) – Electric motors

$6506 (-1,27%)
Yaskawa (JP) – Drives & Robotics

$SU (-2,68%)
Schneider Electric (FR) – Energy & Control Solutions

$ZIL2 (-1,68%)
ElringKlinger (DE) – Battery & Fuel Cell Technology, Lightweight Construction

1. Parker-Hannifin, 2. MP Materials, 3. Infineon are my top 3 in this sector

7. Communications & Networking (“Nerves”)

$QCOM (-0,62%) Qualcomm (US) – Mobile Communications, Edge AI

$ANET (-1,14%) Arista Networks (US) – Networks

$CSCO (+0,29%) Cisco (US) – Networks, Security

$EQIX (+0,24%) Equinix (US) – Data centers

NTT Docomo (JP) – 5G/6G carrier – not a publicly traded company

$VZ Verizon (US) – Telecommunications

$SFTBY SoftBank (JP) – Carrier + Robotics

$ERIC B (+0,74%)
Ericsson (SE) – 5G/IoT infrastructure

$NOKIA (-2,82%)
Nokia (FI) – 5G/6G for Industry

$HPE (-0,28%)
Juniper Networks (US) – Networking – Acquired by HP

1. Arista Networks, 2. SoftBank, 3. Cisco are my top 3 in this sector

8. Energy

$3750 (+0,08%) CATL (CN) – Batteries

$6752 (-2,47%) Panasonic (JP) – Batteries

$373220 LG Energy (KR) – Batteries

$ALB (-1,01%) Albemarle (US) – Lithium

$LYC (+1,29%) Lynas (AU) – Rare Earths

$UMICY (+0%) Umicore (BE) – Recycling

WiTricity (US) – Inductive charging – not a publicly traded company

$ABBN (-1,82%) Charging (CH) – Charging infrastructure

$SLDP
Solid Power (US) – Solid-state batteries

Northvolt (SE) – European batteries – not a publicly traded company

$PLUG
Plug Power (US) – Fuel cells

$KULR (-1,5%)
KULR Technology (US) – Thermal management & battery safety for mobile systems

1. Albemarle, 2. CATL, 3. Panasonic are my top 3 in this sector

9. Cloud & Infrastructure

$AMZN (-0,42%) Amazon AWS (US) – Cloud, AI

$MSFT (+0,4%) Microsoft Azure (US) – Cloud, AI

$GOOG (+0,26%) Alphabet Google Cloud (US) – Cloud, ML

$VRT (-1,89%)
Vertiv Holdings (US) – Data Center Infrastructure (UPS, Cooling, Edge)

$ORCL (-0,89%)
Oracle Cloud (US) – ERP + Cloud

$IBM (+0,78%)
IBM Cloud (US) – Hybrid Cloud + AI

$OVH (+0,13%)
OVHcloud (FR) – European Cloud

1. Alphabet, 2. Microsoft, 3. Oracle are my top 3 in this sector

10. Software & Data Platforms

$PLTR (+0,88%) Palantir (US) – Data Integration

$DDOG (+0,1%) Datadog (US) – Monitoring

$SNOW (+0,08%) Snowflake (US) – Data cloud

$ORCL (-0,89%) Oracle (US) – Databases, ERP

$SAP (+0,48%) SAP (Germany) – ERP systems

$SPGI S&P Global (US) – Financial/Market Data

ROS2 Foundation – Robotics Middleware – Not publicly traded

$NVDA (-0,29%) NVIDIA Isaac (US) – Robotics development – part of NVIDIA

$INOD (-1,94%) Innodata (US) – Data annotation & AI training data

$PATH (+0,41%)
UiPath (RO/US) – Robotic Process Automation

$AI (-0,39%)
C3.ai (US) – AI platform

$ESTC (+0,83%)
(NL/US) – Search & Data Analytics

1. S&P Global, 2. Palantir, 3. Datadog are my top 3 in this sector

11. End-user applications / Robots

$ABBN (-1,82%) ABB (CH/SE) – Industrial robots

$6954 (-1,13%) Fanuc (JP) – Industrial Robots

$TSLA (+0,08%) Tesla Optimus (US) – humanoid robot

$9618 (+0,73%) JD.com (CN) – Logistics robots

$AAPL (+1,69%) Apple (US) – Platform & UX

$700 (-1,02%) Tencent (CN) – Platform & AI

$9988 (-1,4%) Alibaba (CN) – Logistics & Platform

PAL Robotics (ES) – humanoid robots - not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots - not a publicly traded company

$TER (-2,21%) Universal Robots (DK) – cobots - part of Teradyne Corporation

Engineered Arts (UK) – humanoid robots – not a publicly traded company

$ISRG (+0,42%) Intuitive Surgical (US) – surgical robotics

$GMED (+0,24%)
Globus Medical (US) – surgical robotics (ExcelsiusGPS platform)

$7012 (-0,38%) Kawasaki Heavy Industries (JP) – industrial robots, automation

$CPNG (-0,41%) Coupang (KR) – logistics end-users

$IRBT
iRobot (US) – consumer robotics (e.g., Roomba); not humanoid, but features navigation and sensor fusion

Boston Dynamics (US) – humanoid & mobile robots—not a publicly traded company

Hanson Robotics (HK) – humanoid robots (Sophia)—not a publicly traded company

Agility Robotics (US) – “Digit” humanoid robot—not a publicly traded company

1. Apple, 2. Tencent, 3. Alibaba are my top 3 in this sector

🛠 2. Cross-sector enablers (shovel manufacturers) – featuring hidden champions

Raw Materials & Battery Materials

Albemarle · Lynas · Umicore

$SQM
SQM (CL) – Lithium

$ILU (+1,31%)
Iluka Resources (AU) – Rare Earths

$ARR (+0%)
American Rare Earths (US/AU) – New supply chains

My top pick in the sector is Albemarle

Manufacturing Technology

ASML · Applied Materials · Tokyo Electron

$LRCX (-2,17%)
Lam Research (US) – Plasma/etching processes

$ASM (-6,3%)
ASM International (NL) – ALD equipment

$MKSI (-0,48%)
MKS Instruments (US) – Plasma/vacuum technology

My top pick in the sector is ASML

Quality Assurance

Keysight · Advantest · Teradyne

$EMR (+0,07%)
National Instruments (US) – Measurement technology – from Emerson Electric Acquired

$300567
ATE Test Systems (CN) – Test systems

$FORM (-2,03%)
FormFactor (US) – Wafer probing

My number one in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (Germany) – Pneumatics, Soft Robotics - not a publicly traded company

Bosch Rexroth (DE) – Drives, Controls - not a publicly traded company

$6481 (-1,03%)
THK (JP) – Linear guides

My top choice in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-0,73%) Basler (DE) – Industrial cameras

FLIR (US) – Thermal imaging sensors – Acquired by Teledyne

ISRA Vision (DE) – Machine vision – not a publicly traded company

My top pick in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-0,55%)
Hitachi Metals (JP) – Magnetic Materials

VacuumSchmelze (DE) – Magnetic materials – not a publicly traded company

$4063 (-1,13%)
Shin-Etsu Chemical (JP) – Specialty materials

My top pick in the sector is MP Materials

Chip Design & Simulation

Synopsys · Cadence · ARM

$SIE (-1,95%)
Siemens EDA (DE/US)– Mentor Graphics—a strategic business unit of Siemens AG

Imagination Tech (UK) – GPU IP – not a publicly traded company

$CEVA (-3,43%)
CEVA (IL) – Signal processor IP

My top pick in the sector is Synopsys

Engineering & Lifecycle

PTC · Dassault · Siemens

Altair (US) – Simulation – no longer a publicly traded company

$HXGBY (+3,08%)
Hexagon (SE) – Measurement Technology

$SNPS (+0,45%)
ANSYS (US) – Simulation – Acquired by Synopsys

My top pick in the sector is Siemens

Networks & Data Centers

Arista · Cisco · Equinix

$HPE (-0,28%)
Juniper (US) – Networks – Acquisition by HPE

$DTE (+1,8%)
T-Systems (DE) – Industrial Cloud

$OVH (+0,13%)
OVHcloud (FR) – European cloud

My top pick in the sector is Arista

Cloud Infrastructure

AWS · Azure · Google Cloud

$ORCL (-0,89%)
Oracle Cloud (US) – ERP & Databases

$IBM (+0,78%)
IBM Cloud (US) – Hybrid Cloud

$9988 (-1,4%)
Alibaba Cloud (CN) – Asian cloud

$VRT (-1,89%)
Vertiv Holdings (US) – Cloud/Infrastructure

My top pick in the sector is Alphabet (Google)

Financial/Information Infrastructure

S&P Global

$MCO (+0,75%)
Moody’s (US) – Ratings

$MSCI (+0,33%)
MSCI (US) – Indices

$MORN
Morningstar (US) – Investment Research

My top pick in the sector is S&P Global

Creative/Experience Infrastructure

Adobe

$ADSK (+0,8%)
Autodesk (US) – CAD & Design

$U
Unity (US) – 3D/AR Simulation

Epic Games (US) – Unreal Engine – not a publicly traded company

My top pick in the sector is Adobe

Platform & Ecosystem

Apple · Tencent · Alibaba

$META (+0,18%)
Meta (US) – AR/VR, Social Robotics

ByteDance (CN) – AI & Platforms – not a publicly traded company

$9888 (-0,07%)
Baidu (CN) – AI & Cloud

My top pick in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (-0,28%)
HPE (US) – Edge Computing

$SMCI
Supermicro (US) – AI Servers

$6702 (+2,18%)
Fujitsu (JP) – Edge & HPC

My top pick in this sector is Dell

Storage Solutions

Micron

$HY9H
SK Hynix (KR) – Memory

$285A (-4,86%)
Kioxia (JP) – NAND

$WDC
Western Digital (US) – Storage solutions

My top pick in the sector is Micron

🏛 3. Secondary Key Sectors with Hidden Champions

Financing & Capital

$GS (-1,31%) Goldman Sachs (US) – Investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) – Investment bank; tech banking, capital markets

$BLK (-0,39%) BlackRock (US) – Asset manager; capital allocation, ETFs/index funds

$9984 (-0,51%) SoftBank Vision Fund (JP) – Mega-VC; growth equity in robotics/AI

Sequoia Capital (US) – Venture capital; early-stage/growth in AI/robotics – This is a classic venture capital fund

DARPA (US) – government R&D funding (robotics/defense) – independent research and development agency

EU Horizon (EU) – research funding/grants for DeepTech – Innovative Europe pillar

China State Funds (CN) – Government Industry/Technology Funds

Lux Capital (US) – VC for DeepTech - Uptake (US) – AI-based predictive maintenance

DCVC (US) – Focus on robotics and AI – Invests exclusively through VC fund investments

Speedinvest (AT) – EU VC for robotics – Investment is only available through fund participations

My number one in the sector is SoftBank

Maintenance & Service

$SIE (-1,95%) Siemens (DE) – Industrial Services, Lifecycle & Retrofit

$ABBN (-1,82%) ABB (CH/SE) – Robotics services, spare parts, field support

$GEHC (+1,76%) GE Healthcare (US) – Medtech services, including robotic systems

Uptake (US) – AI-based predictive maintenance – not a publicly traded company

Augury (US/IL) – Condition monitoring, condition diagnostics – not a publicly traded company

$KU2 KUKA Service (DE) – Robotics maintenance

$6954 (-1,13%) Fanuc Service (JP) – Global service network

Boston Dynamics AI Institute (US) – Robotics Longevity – funded by Hyundai Motor Group

My top pick in the sector is Siemens

Marketing & Advertising

$WPP (+1,79%) WPP (UK) – global advertising group; branding/communications

$OMC Omnicom (US) – marketing/PR network

$PUB (+1,77%) Publicis (FR) – communications/advertising group

$META (+0,18%) Meta (US) – digital ads (Facebook/Instagram)

$GOOG (+0,26%) Google Ads (US) – Search & Display Advertising

TikTok / ByteDance (CN) – Social Ads & Distribution - not a publicly traded company

$AAPL (+1,69%) Apple (US) – branding/UX; adoption & platform marketing

$WPP (+1,79%)
AKQA (UK/US) – Tech branding – Since 2012, majority-owned by the WPP Group, but continues to operate as autonomous operating unit

R/GA (US) – Innovation Marketing – not a publicly traded company

Serviceplan (DE) – Largest independent EU agency – not a publicly traded company

My number one in the sector is Meta

Law, Regulation & Ethics

ISO (CH) – international standards, robotics standards

TÜV (DE) – certification & safety testing

UL (US) – safety/conformity testing

EU AI Act (EU) – legal framework for AI & robotics

UNESCO AI Ethics (UN) – global ethical guidelines

Fraunhofer IPA (DE) – Robotics safety standards

ANSI (US) – Standards

IEC (CH) – Electrical Engineering Standards

Education & Talent

MIT (US) – Robotics/AI Research & Education

ETH Zurich (CH) – Autonomous Systems & Robotics

Stanford (US) – AI/Robotics Labs & Spin-offs

Tsinghua University (CN) – Robotics/AI in Asia

CMU (US) – Robotics Institute

EPFL (CH) – Robotics Research

TU Munich (DE) – “Roboy” humanoid robot

🌍 Top 25 Companies in Humanoid Robotics

These companies are crucial to the development and production of humanoid robots, because without them, crucial parts of the chain would be missing:

Chips & computing power (the robots’ brains)

$NVDA (-0,29%) Nvidia (US) – AI GPUs & Isaac platform, the foundation for robotics AI

$2330 TSMC (TW) – the world’s leading foundry, produces AI chips

$ASML (-2,14%) ASML (NL) – EUV lithography, indispensable for chip manufacturing

$005930 Samsung Electronics (KR) – memory, logic, foundry

$HY9H SK Hynix (KR) – DRAM & NAND memory for AI

$MU (-1,85%) Micron (US) – memory solutions for AI workloads

My top pick in the sector is ASML

Sensors & Perception (Robots’ Senses)

$SONY Sony (JP) – Image sensors, market leader

$6861 (-0,45%) Keyence (JP) – Industrial Sensors & Vision Systems

$CGNX (+0,19%) Cognex (US) – Machine vision, precise image processing

My top pick in this sector is Keyence

Actuators & Motion (Robot Muscles)

$IFX (-5,47%) Infineon (DE) – Power Electronics, Motor Control

$6594 (+2,41%) Nidec (JP) – Global market leader in electric motors

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics, Motion Control

$6481 (-1,03%) THK (JP) – Linear guides & actuators

My top pick in this sector is Parker-Hannifin

Communications, Cloud & Infrastructure (Nerves & Data Flow)

$QCOM (-0,62%) Qualcomm (US) – Mobile & edge chips

$AMZN (-0,42%) Amazon AWS (US) – Cloud & AI infrastructure

$MSFT (+0,4%) Microsoft Azure (US) – Cloud, AI services

$CSCO (+0,29%) Cisco (US) – Networks & Security

$VRT (-1,89%) Vertiv Holdings (US) – Data Center Infrastructure

My top pick in this sector is Microsoft

End-User Applications & Platforms (Robots Themselves)

$TSLA (+0,08%) Tesla (US) – humanoid robots Optimus

$ABBN (-1,82%) ABB (CH/SE) – Robotics & Automation

$6954 (-1,13%) Fanuc (JP) – industrial robots & CNC systems

$7012 (-0,38%) Kawasaki Heavy Industries (JP) – industrial robots

PAL Robotics (ES) – humanoid robots (TALOS, ARI, TIAGo) – not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots – not a publicly traded company

Universal Robots (DK) – cobots

My top pick in the sector is Tesla

🇪🇺 Top 10 European Key Companies in Humanoid Robotics

$ASML (-2,14%)
ASML (NL)

Global market leader in EUV lithography – without ASML, there would be no modern chips for AI & robotics.

$IFX (-5,47%) Infineon (DE)

A leader in power electronics and motor control—crucial for the actuators of humanoid robots.

$STM (-5,07%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers, and power chips—the foundation for control and perception.

$SAP (+0,48%)
SAP (DE)

ERP & data platforms, essential for integrating humanoid robots into industrial processes.

$SIE (-1,95%)
Siemens (DE)

Industrial software, automation, Digital Twin—key to engineering and lifecycle management.

$KU2 KUKA (DE)

Robotics pioneer, industrial robots & automation—expertise in humanoid motion mechanics.

PAL Robotics (ES) - not a publicly traded company

Specialist in humanoid robots (TALOS, ARI, TIAGo), used internationally in research and service.

Neura Robotics (DE) - not a publicly traded company

Young high-tech company developing cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - not a publicly traded company

Market leader in cobots—a platform for safe human-robot collaboration.

Engineered Arts (UK) - not a publicly traded company

Develops humanoid robots such as Ameca, known for realistic facial expressions and gestures—important for HRI (Human-Robot Interaction)

🌏 Top 10 Key Asian Companies in Humanoid Robotics

$2330
TSMC (Taiwan)

The world’s largest semiconductor foundry, producing high-end chips (e.g., Nvidia, AMD, Apple)—without TSMC, there would be no AI hardware.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors—extremely broad portfolio of robotics components.

$HY9H
SK Hynix (South Korea) – Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision and perception.

$6861 (-0,45%)
Keyence (Japan)

Sensors and machine vision for industrial automation, widely used in robotics.

$6954 (-1,13%)
Fanuc (Japan)

Industrial robots and CNC systems; one of the world’s leading manufacturers of robotics hardware.

$6506 (-1,27%)
Yaskawa Electric (Japan)

Drives, motion control, and robotic arms—relevant for humanoid motion control.

$6594 (+2,41%)
Nidec (Japan)

Global market leader in electric motors (ranging from mini motors to high-performance drives).

$7012 (-0,38%)
Kawasaki Heavy Industries (JP) – Industrial robots

$9618 (+0,73%)
JD.com (China)

A driving force in robotics for e-commerce and logistics; invests in humanoid robotics applications

The hype is all about humanoid robots, but the constant winners are in the background.

I have divided the analysis into two perspectives. 1. the complete value chain of humanoid robots, which shows all the players from the chip to the finished robot, and 2. the blade manufacturers in the background, who always earn money as enablers, regardless of which manufacturer wins the race.

ASML, Applied Materials and Tokyo Electron dominate in manufacturing technology. Quality assurance comes from Keysight, Advantest and Teradyne. Chip design is supported by Synopsys, Cadence and ARM. Data streams are secured by Arista Networks, Cisco and Equinix. The computing basis is created in the cloud by Amazon, Microsoft and Alphabet. Albemarle, Lynas and Umicore play a central role in raw materials and battery materials. These companies monetize their customers' investment waves, have high barriers to entry, service revenues and pricing power, but remain cyclical with risks from export rules, capex cuts and currency movements.

🌐 Value chain of humanoid robots Sector overview

1. research & chip design (IP / EDA)

$ARM (-2,33%)
ARM Holdings (ARM, UK/USA) - CPU architectures

$SNPS (+0,45%)
Synopsys (SNPS, USA) - Chip design software

$CDNS (+0,74%)
Cadence Design Systems (CDNS, USA) - EDA & Simulation

2. manufacturing technology & equipment

$ASML (-2,14%)
ASML (ASML, NL) - EUV lithography, key monopoly

$AMAT (-1,88%)
Applied Materials (AMAT, USA) - Process equipment

$8035 (-4,65%)
Tokyo Electron (8035.T, JP) - Wafer equipment

$KEYS (-0,77%)
Keysight Technologies (KEYS, USA) - Test & RF measurement technology

$6857 (-3,65%)
Advantest (6857.T, JP) - Semiconductor test systems

$TER (-2,21%)
Teradyne (TER, USA) - Test systems + robotics (Universal Robots)

3. chip production (Foundries)

$TSM (-1,46%)
TSMC (TSM, TW) - Largest contract manufacturer

$005930
Samsung Electronics (005930.KQ, KR) - Memory + Foundry

$GFS (-1,79%)
GlobalFoundries (GFS, USA) - Specialized production

4. computing & control unit ("brain")

$NVDA (-0,29%)
Nvidia (NVDA, USA) - GPUs, AI accelerators

$INTC (+0,22%)
Intel (INTC, USA) - CPUs, FPGAs

$AMD (-1,57%)
AMD (AMD, USA) - CPUs/GPUs

$MRVL (-0,72%)
Marvell Technology (MRVL, USA) - Network/data center chips

5. sensors ("senses")

$6758 (-0,74%)
Sony (6758.T, JP) - CMOS image sensors

$6861 (-0,45%)
Keyence (6861.T, JP) - Vision systems, sensors

$STM (-5,07%)
STMicroelectronics (STM, CH/FR) - MEMS sensors

6. actuators & power electronics ("muscles")

$IFX (-5,47%)
Infineon (IFX, DE) - Power semiconductors, SiC

$ON (-2,04%)
N Semiconductor (ON, USA) - SiC/Power Chips

$STM (-5,07%)
STMicroelectronics (STM, CH/FR) - Motor control & power

$TXN (-0,95%)
Texas Instruments (TXN, USA) - Motor control, power ICs

$ADI (-0,28%)
Analog Devices (ADI, USA) - Energy & BMS chips

7. communication & networking ("nerves")

$QCOM (-0,62%)
Qualcomm (QCOM, USA) - 5G/SoCs

$AVGO (-0,94%)
Broadcom (AVGO, USA) - Network & radio chips

$SWKS (-0,24%)
Skyworks Solutions (SWKS, USA) - RF components

8. energy supply

$300750
CATL (300750.SZ, CN) - Batteries

$6752 (-2,47%)
Panasonic (6752.T, JP) - Batteries for automotive/robotics

$373220
LG Energy Solution (373220.KQ, KR) - Batteries

9. cloud & infrastructure

$AMZN (-0,42%)
Amazon (AMZN, USA) - AWS

$MSFT (+0,4%)
Microsoft (MSFT, USA) - Azure

$GOOG (+0,26%)
Alphabet (GOOGL, USA) - Google Cloud

$EQIX (+0,24%)
Equinix (EQIX, USA) - Data center operator

$ANET (-1,14%)
Arista Networks (ANET, USA) - Network infrastructure

$CSCO (+0,29%)
Cisco Systems (CSCO, USA) - Edge & Data Center Networks

10. software & data platforms

$PLTR (+0,88%)
Palantir (PLTR, USA) - Data integration, decision software

$DDOG (+0,1%)
Datadog (DDOG, USA) - Cloud monitoring / observability

$SNOW (+0,08%)
Snowflake (SNOW, USA) - Cloud-native data platform

$ORCL (-0,89%)
Oracle (ORCL, USA) - Databases, ERP

$SAP (+0,48%)
SAP (SAP, DE) - ERP/cloud systems

$PATH (+0,41%)
UiPath (PATH, USA) - Automation software (RPA)

$AI (-0,39%)
C3.ai (AI, USA) - Enterprise AI platform

11. end applications / robots

$ABB
ABB (ABB, CH) - Industrial robots

$6954 (-1,13%)
Fanuc (6954.T, JP) - Industrial robots, CNC

$TSLA (+0,08%)
Tesla (TSLA, USA) - Optimus" humanoid robot

$9618 (+0,73%)
JD.com (JD, CN) - E-commerce & automated logistics

🛠️ Shovel manufacturer for humanoid robots

🔹 Hardtech (physical "shovels")

These companies provide the material basis: manufacturing machines, raw materials, semiconductor base.

Semiconductor Equipment & Manufacturing

$ASML (-2,14%)
ASML (ASML, NL) - EUV lithography (monopoly).

$AMAT (-1,88%)
Applied Materials (AMAT, USA) - Wafer equipment.

$8035 (-4,65%)
Tokyo Electron (8035.T, JP) - Process equipment.

Test systems (hardware-side)

$6857 (-3,65%)
Advantest (6857.T, JP) - Semiconductor test.

$TER (-2,21%)
Teradyne (TER, USA) - Test systems + industrial robots.

Materials & raw materials

$ALB (-1,01%)
Albemarle (ALB, USA) - Lithium (batteries).

$LYC (+1,29%)
Lynas Rare Earths (LYC.AX, AUS) - Rare earths for magnets.

$UMICY (+0%)
Umicore (UMI.BR, BE) - Cathode materials, recycling.

🔹 Soft/infra (digital "shovels")

These companies supply the infrastructure & toolswithout which development, training and operation would be impossible.

Design Software & IP

$SNPS (+0,45%)
Synopsys (SNPS, USA) - EDA software.

$CDNS (+0,74%)
Cadence Design Systems (CDNS, USA) - Chip design & simulation.

$ARM (-2,33%)
ARM Holdings (ARM, UK/USA) - CPU architectures (license model).

Test & Measurement (software/signal level)

$KEYS (-0,77%)
Keysight Technologies (KEYS, USA) - Electronics & RF test systems.

Network & data center backbone

$ANET (-1,14%)
Arista Networks (ANET, USA) - High-speed networks.

$CSCO (+0,29%)
Cisco Systems (CSCO, USA) - Data center/edge networks.

$EQIX (+0,24%)
Equinix (EQIX, USA) - Data centers (colocation).

Cloud infrastructure

$AMZN (-0,42%)
Amazon (AMZN, USA) - AWS (cloud, AI training).

$MSFT (+0,4%)
Microsoft (MSFT, USA) - Azure.

$GOOG (+0,26%)
Alphabet (GOOGL, USA) - Google Cloud.

Takeaway: Investing in the infrastructure stack allows you to participate in the robotics trend regardless of the subsequent product winner and reduces the individual product risk, but you have to live with cycles. In your opinion, which stage of the chain offers the best risk/return combination and fits into a disciplined portfolio?

Source: Own analysis based on publicly available company information and IR materials of the companies mentioned.

Image material: Techa Tungateja/iStockphoto

$8035 (-4,65%) . $ASML (-2,14%)
$MSFT (+0,4%)
$GOOGL (+0,32%)

Hello my dears,

I've been invested in these four companies for a few months now.

And I quickly noticed something here.

Alphabet and Microsoft behave almost the same way.

Sometimes one share is slightly ahead, but then it doesn't take long for the other share to follow.

It's the same with ASML and Tokyo Electron.

That's why it was almost clear to me that after the mini crash at ASML there would also be a crash at Tokyo Electron after the figures.

(I have compared the companies for you in the annual and 5-year charts).

Now my question would be to the short experts.

My dears,

aren't there good opportunities here, and wouldn't it have made sense to go short on Tokyo Electron before the figures?

@Dividendenopi
@Multibagger
@Epi

Now Tokyo Electron is following suit $8035 (-4,65%) ASML $ASML (-2,14%) which also slumped after its last earnings call. The reason for this is the reluctance of its customers due to the tense geopolitical situation. The P/E ratio is now well below 20 and represents a very attractive entry point in the long term. In the short term, technology leaders such as Tokyo Electron and ASML could remain volatile, but in the long term there is no way around them.

I remain invested and will continue to add to my positions.

I've been thinking for some time that it's about time I wrote an article about the company Tokyo Electron
$8035 (-4,65%) and now the time has come!

Tokyo Electron is a Japanese company that operates in the field of semiconductor equipment equipment. The company is an essential part of the global semiconductor supply chain, Without it, there would be no semiconductorsespecially advanced ones, because that is where they dominate the market.

Here on Getquin, a lot is written every day about the Dutch ASML $ASML (-2,14%) who have a monopoly in the field of EUV lithography. However, the EUV machine is unfortunately useless on its own, because each of ASML's highly complex EUV machines inevitably requires technology from Tokyo Electron. This concerns the coaters and developers.

With the coating an extremely thin layer of photoresist is applied to a wafer with nanometer precision, Only then are they usable for the EUV process. This is followed by developingin which specific exposed or unexposed areas on the wafer are removed in order to create a certain pattern. The whole process is incredibly complex and difficult to implement. The coater/developer and EUV machines form a kind of unit. Tokyo Electron has a market share of approx. 90% and even a monopoly in EUV lithography. monopoly. The barriers to entry are also considered to be very high. All in all, it can be said that there are no high-end chips without ASML's EUV lithography, but no EUV lithography without Tokyo Electron's coater/developer. Tokyo Electron benefits directly and inevitably from ASML's success.

But that's not all, Tokyo Electron is much broader. They also hold market shares between 20-30% in dry etch, thin film deposition (CVD/ALD) and wafer cleaning (stable - rising everywhere). Competitors in this area are in particular Applied Materials $AMAT (-1,88%) and LAM Research $LRCX (-2,17%) .

Also becoming increasingly relevant is advanced packaging. Here, several chips are connected together, so to speak (e.g. CPUs, GPUs...). It therefore represents a key market for AI and other trends. Tokyo Electron currently holds market shares of around 10-15% (tendency strongly increasing). They are particularly strong in the essential wafer bondingi.e. the bonding of several finished wafers, where the market share is already at 32% (tendency rising sharply). They are also expanding into other areas.

Overall, they benefit from their diversification and strong customer loyalty. They work very closely with foundry companies such as TSMC $2330 and Samsung $005930 whereby many processes are so closely coordinated that many innovations only emerge in production itself. Tokyo Electron also has an advantage over the competition, as their strong diversification (and market dominance in certain areas) means that they can offer complete solutions for their customers. In advanced packaging in particular, there are many smaller players that are only active in one niche (e.g. Süss MicroTec $SMHN (-8,26%) ), which makes them less competitive with Tokyo Electron.

It should now be roughly clear what kind of company Tokyo Electron is and why its products are so important. so important are so important. Now let's look at some numbers:

Turnover (2025): €14.9 billion (+32.83%)

Profit (2025): €3.3 billion (+49.50%)

Market capitalization: € 75.2 billion

P/E RATIO: 23.69

P/E ratio 2030e: 13.40

Debt: 0¥

Cash position: approx. € 3 billion

Over the next few years (up to 2030), Tokyo Electron is planning investments of 1.5 trillion ¥ (approx. €10 billion)especially in the area of Advanced Packaging. They are therefore investing heavily in their technological leadership and expanding into new growth markets. Their successful execution is reflected in the fact that they steadily becoming more profitable
and gaining market share all round. In the year 2027 they want a profit margin of 35% which would put the competition in the shade.

I also think it's important to emphasize that Tokyo Electron has been incredibly successful in talent acquisition acquisition. They are a very popular employer and last year alone they received 25,000 applications received from a total of around 17.000 employees worldwide. As part of their investment strategy, they plan to hire 2,000 new employees each year (10,000 in total) (this represents an increase of almost 60% growth). The employees who already work at Tokyo Electron are also very happy there. In Japan, only 1% of employees who start at Tokyo Electron leave the company at some point. Internationally it is also only 2-3%. This not only shows the quality of the employer, but also ensures that the know-how is retained within the company.

Conclusion: Tokyo Electron is a highly profitable, technological leader and innovative supplier whose products are irreplaceable, especially for the most advanced chip production. With a modern corporate culture and an aggressive growth strategy in an exponentially growing market environment the company offers an attractive investment opportunity with a robust moat and long-term high upside potential.

The savings plan is running :)