Here's the latest buzz about ON Semiconductor
$ON (+0,1%) (NASDAQ: ON) regarding today’s Q2 2026 Earnings Release (August 3, 2026, after U.S. market close):

🚀 Wall Street Benchmarks & Expectations

With the semiconductor cycle having bottomed out, Wall Street is looking ahead to the second quarter of 2026 for the power semiconductor and sensor specialist:

Revenue Forecast (Consensus): approx. $1.59 billion (+8% YoY). Management’s guidance range is $1.535 billion to $1.635 billion.

Adjusted earnings per share (Adj. EPS): Expected at $0.72 (+36% YoY compared to $0.53 in the same quarter of the previous year).

Gross margin (guidance): Targeted within a range of 38.0% to 40.0% (non-GAAP).

🔮 Automotive Bottoming Out vs. AI Data Center Boost

Automotive & SiC (silicon carbide): Inventory adjustments at automakers are winding down. Sales of SiC power solutions for electric vehicles (EVs) and advanced driver-assistance systems (ADAS) are regaining momentum.

AI data centers as a growth driver: A key catalyst is the power supply for AI servers. Management has announced that revenue in the AI data center segment is expected to double in calendar year 2026.

Portfolio streamlining (“Fab Right Strategy”): Onsemi is strategically divesting low-margin, non-core businesses (~$300 million in revenue exits for the full year), which slightly dampens total revenue but improves gross margins.

🤖 The Focus: Q3 Outlook & Synaptics Deal

New growth driver: In addition to the quarterly figures themselves, investors are looking for details on the planned acquisition of Synapticsto broaden Onsemi’s presence in the areas of Physical AI, edge computing, and sensor technology.

Q3 2026 Outlook: The market expects the recovery to continue in the third quarter, with a consensus EPS of around $0.84.

⚡ 💡 Jack’s take

Onsemi has left the cyclical trough behind and is shifting from a defensive to an offensive stance! The key lies in its dual drivers: On the one hand, the automotive sector is once again delivering stable cash flows following the inventory adjustment; on the other hand, the business with high-performance power supplies for AI servers is scaling massively. If CEO Hassane El-Khoury follows through on his Q3 outlook, the stock will remain one of the most exciting turnaround and AI-driven growth stocks in the chip industry!

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Which ones are you invested in?

+107% Intel $INTC (+3,07%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+0,79%)

+73% MediaTek $2454

+72% AMD $AMD (+1,98%)

+72% Seagate $STX (+3,53%)

+71% SanDisk $SNDK (+6,06%)

+67% KIOXIA $285A (+7,7%)

+66% ON Semiconductor $ON (+0,1%)

+61% STMicroelectronics $STM (+0,25%)

+55% Marvell $MRVL (+4,19%)

+51% NXP $NXPI (+0,74%)

+49% Siltronic $WAF (+1,57%)

+47% GLOBALFOUNDRIES $GFS (-1,37%)

+47% SK Hynix $000660

+47% Micron $MU (+3,25%)

+46% Infineon $IFX (+0,43%)

+45% Western Digital $WDC (+5,48%)

+43% Texas Instruments $TXN (+0,06%)

+42% Arm Holdings $ARM (+0,98%)

+41% QUALCOMM $QCOM (+0,68%)

+41% Monolithic Power $MPWR (+4,08%)

+40% Aixtron $AIXA (+0,25%)

+40% Microchip Techn. $MCHP (+0,54%)

+34% Broadcom $AVGO (+1,76%)

+30% Skyworks $SWKS (+0,57%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-0,22%)

+18% TSMC $TSM (+1,77%)

+16% Lam Research $LRCX (+3,33%)

+14% KLA $KLAC (+1,04%)

+13% NVIDIA $NVDA (+1,67%)

+10% Applied Materials $AMAT (+1,84%)

+9% ASML $ASML (+1,56%)

I have AMD. Which one do you have?

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Infineon $IFX (+0,43%) is the global market leader in power semiconductors, i.e. the chips that are essential for powering data factories. Business is going better than ever before - but this is probably just the beginning. "The demand for power semiconductors for AI data centers is increasing massively," Infineon top manager Richard Kuncic told Handelsblatt.

The high investments are a blessing for Infineon in two respects.

Firstly, the company is benefiting from the sheer number of new server farms. In recent weeks, OpenAI has signed contracts worth billions with Oracle, Nvidia and AMD. "There is huge demand," said founder Sam Altman last week, but "we are so constrained by computing power."

Other companies are also investing unprecedented sums in data centers. Analysts at Jefferies speak of more than 300 major projects in the United States alone. The four largest hyperscalers, i.e. providers of computing power, would spend 90 billion dollars on new facilities every quarter.

Secondly, more and more power semiconductors are required to supply computers with energy. According to Kuncic, a server cabinet today contains such chips worth between 12,000 and 14,000 euros. This covers the energy requirements of 128 graphics processors, so-called GPUs. GPUs are supplied by companies such as NVIDIA $NVDA (+1,67%) and AMD $AMD (+1,98%) They are the core of AI computers.

According to Kuncic, engineers will accommodate 576 GPUs in the next generation of server racks. This will increase the value of the power semiconductors to more than 100,000 euros.

But that's not all. Kuncic: "More and more fields of application are emerging for AI. This is also increasing the demand for power semiconductors." Until now, companies such as OpenAI have mainly used the computers to train AI models at great expense. In the future, however, AI will be used much more frequently.

Europe's largest semiconductor manufacturer promised its investors sales of AI power semiconductors of 600 million euros for the past financial year, which ended on September 30. At the beginning of August, CEO Jochen Hanebeck said that this figure is set to rise to one billion euros in the new financial year.

It is possible that the CEO will increase this forecast in mid-November when he presents the latest results and ventures an outlook for the new financial year.

Infineon supplies the entire value chain with its power semiconductors, from the producers of transformers to computer manufacturers such as $DELL (+1,05%) Dell , $DELTA (-2,07%) Delta and $HPE (+1,55%) HP, to operators such as $AMZN (+5,09%) Amazon and $GOOGL (+1,29%) Google.

Together with Nvidia, the world's most valuable corporation, the Munich-based company is developing the next generation of power supply systems for AI data centers. The company made the announcement this spring.

With a market share of just under 18 percent, Infineon is the world's top-selling supplier of power semiconductors. The number two, US competitor Onsemi $ON (+0,1%)has around nine percent. Infineon is far ahead of its competitors in terms of technology and production, according to Deutsche Bank analyst Johannes Schaller last week.

Source text (excerpt) & graphic: Handelsblatt, 15.10.25

Good morning dear Getquin community 👋

Today I would like to introduce you to The Humanoid 66 and what it's all about. The market for humanoid robotics is just taking off and is facing one of the biggest upheavals since the advent of the automobile. Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035. By 2050, over 60 million humanoid robots could be in use in the USA alone.

With The Humanoid 66, Morgan Stanley has compiled a list of 66 companies that are likely to benefit directly or indirectly from this development. These include not only the manufacturers themselves, but also suppliers and technology groups that provide the necessary infrastructure, from semiconductor and battery producers to sensor technology and software through to platform operators for artificial intelligence.

The leading players include $TSLA (+4,56%) Tesla with Optimus, Figure AI with Figure 02, Agility Robotics with Digit, Boston Dynamics with Atlas and Unitree with H1 and G1. Tesla is already planning to use more than a thousand Optimus robots in its own factories by 2024. The goal is clear: to make humanoid machines suitable for mass production at prices between 20,000 and 30,000 US dollars. Figure AI works closely with $MSFT (+1,28%) Microsoft, OpenAI and $BMW (+0,12%) BMW and was able to raise over 675 million US dollars in a financing round.

Technological progress is the key driver of this development. Multimodal generative AI enables humanoid robots to understand speech, communicate with humans and perform tasks autonomously. Advances in actuator technology, LiDAR systems, force sensors and battery technology are making the machines more efficient and more human-like. The energy density of modern lithium-ion cells is increasing by around 20 percent every two years, while the cost per kilowatt hour is expected to fall to 80 US dollars by 2030.

At the same time, wage costs for human labor are rising significantly. In the USA, they currently stand at just under 40 US dollars per hour, while in China they are around 6.50 US dollars and in India 4.45 US dollars. Studies show that automation can reduce labor costs in industrialized countries such as Germany, Japan and the USA by up to a third by 2025. Sectors such as agriculture, construction, care, logistics and manufacturing, where millions of jobs remain unfilled today, will be particularly affected.

The Humanoid 66 shows that this change goes far beyond individual companies. A new industrial ecosystem is emerging that links hardware, software, energy and data. Price reduction, scalability and integration into existing value chains will determine who will be among the winners.

Takeaway: Humanoid robotics is no longer a vision of the future, but the beginning of a structural reorganization of the global economy. Those who invest early in key areas such as AI chips, batteries, sensor technology and automation are positioning themselves in a sector that is likely to have a similarly profound impact as the invention of the car. The crucial question is just how far society is prepared to accept and integrate this new form of workforce.

For those who want to delve deeper: These are the companies featured in the Morgan Stanley report Humanoids @Tenbagger2024
@Multibagger

1. Tesla - USA - $TSLA (+4,56%)

2. Toyota - Japan - $7203 (+0,27%)

3. Xpeng - China - $XPEV (-0,54%)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-0,57%)

6. LG Energy Solution - South Korea - $373220 Subsidiary of LG

7. Samsung / Samsung SDI - South Korea - $SMSN (+4,7%)

8. SK Innovation - South Korea - $096770

9. HD Hyundai Infracore / Doosan (component) - South Korea - $042670

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (+2,44%)

12. NSK - Japan - $6471 (+0%)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (-0,88%)

15. Top Group ("Topu") - China - $601689

16. Ambarella - USA - $AMBA (+2,25%)

17. Synopsys - USA - $SNPS (+1,18%)

18. NXP - Netherlands / USA - $NXPI (+0,74%)

19. Qualcomm - USA - $QCOM (+0,68%)

20. TSMC - Taiwan - $TSM (+1,77%)

21. Wolfspeed - USA - $WOLF

22. ARM - UK - $ARM (+0,98%)

23. onsemi - USA - $ON (+0,1%)

24. cadence - USA - $CDNS (+1,64%)

25. STMicroelectronics - Netherlands - $STM (+0,25%)

26. NVIDIA - USA - $NVDA (+1,67%)

27. SK hynix - South Korea - $HY9H (+4,73%)

28. sociionext - Japan - $6526 (+0%)

29. SMIC - China - $0981

30. infineon - Germany - $IFX (+0,43%)

31. Renesas - Japan - $6723 (+1,92%)

32. Dassault Systèmes - France - $DSY (+0,98%)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (-0,75%)

35. Knight Transportation - USA - $KNX (-1,73%)

36. DSV - Denmark - $DSV (-1,28%)

37. Werner Enterprises - USA - $WERN (-5,82%)

38. DHL Group - Germany / international - $DHL (-1,91%)

39. Kuehne + Nagel - Switzerland - $KNIN (-0,8%)

40. Obayashi - Japan - $1802 (+2,19%)

41. China State Construction Engineering Corporation (CSCEC) - China - $601668

42. RBG (presumably an Asian construction company) - (not listed)

43. Shimizu - Japan - $1803 (+2,26%)

44. Taisei - Japan - $1801 (+3,19%)

45. Baker Hughes - USA - $BKR (-0,61%)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-0,76%)

48. Halliburton - USA - $HAL (-2,37%)

49. amazon - USA - $AMZN (+5,09%)

50th Coupang - South Korea $CPNG (+1,18%)

51. JD.com - China - $JD (-0,52%)

52. BMW - Germany - $BMW (+0,12%)

53rd Mercedes-Benz - Germany - $MBG (-0,37%)

54th General Motors - USA - $GM (-1,78%)

55. BYD - China - $1211 (-0,04%)

56. Stellantis - NL / multinational - $STLAM (-1,49%)

57. Ford - USA - $F (-1,83%)

58. McDonald's - USA - $MCD (+0,39%)

59th Domino's - USA - $DPZ (-0,36%)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (-0,25%)

Source: Morgan Stanley Research Bluepaper Humanoids Investment Implications of Embodied AI and Stock3 drumbeat of Germany's humanoid robot manufacturers The Humanoid 66, 05.10.2025

https://api.guidants.com/db/e6/4/e134c52068e8c98a.pdf

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 (+0,98%) ARM (UK) – CPU IP, energy-efficient processors

$SNPS (+1,18%) Synopsys (US) – EDA software, chip design

$CDNS (+1,64%) Cadence (US) – EDA & Simulation

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

$DSY (+0,98%) Dassault Systèmes (FR) – 3D design & digital twin

$SIE (-0,88%) Siemens (DE) – Industrial software & lifecycle management

$ADBE (+0,93%) Adobe (US) – Design, AR/UX

ANSYS (US) – Multiphysics Simulation – Acquired by Synopsys

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

$HXGBY (+0,27%)
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 (+1,56%) ASML (NL) – Lithography (EUV)

$AMAT (+1,84%) Applied Materials (US) – Semiconductor Equipment

$8035 (+0,69%) Tokyo Electron (JP) – Wafer manufacturing

$KEYS (+2,04%) Keysight Technologies (US) – Measurement Technology

$6857 (+4,44%) Advantest (JP) – Chip Test Systems

$TER (+4,12%) Teradyne (US) – Test systems + cobots

$6954 (+0,95%) Fanuc (JP) – Industrial robots, CNC

$CAT (-0,4%) Caterpillar (US) – Autonomous Machinery

$KU2G KUKA (DE) – Industrial Robots

Comau (IT) – Automation – Not publicly traded

$ROK Rockwell Automation (US) – Industrial automation

$JBL (+2,08%) Jabil (US) – Contract Manufacturing (EMS/ODM)

$KIT (-1,92%) Kitron (NO) – European EMS/ODM manufacturer

$AIXA (+0,25%) Aixtron (DE) – Deposition systems for compound semiconductors

$LRCX (+3,33%)
Lam Research (US) – Etching/deposition systems

$MKSI (+0,85%)
MKS Instruments (US) – Plasma/vacuum technology

$ASM (+0,4%)
ASM International (NL) – Deposition systems

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

3. Chip Manufacturing (Foundries)

$TSM (+1,77%) TSMC (TW) – leading foundry

$SMSN (+4,7%) Samsung Electronics (KR) – foundry + memory

$GFS (-1,37%) GlobalFoundries (US) – specialty chips

$INTC (+3,07%)
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 (+1,67%) Nvidia (US) – GPUs, AI chips

$INTC (+3,07%) Intel (US) – CPUs, FPGAs

$AMD (+1,98%) AMD (US) – CPUs, GPUs

$MRVL (+4,19%) Marvell (US) – network chips

$MU (+3,25%) Micron (US) – Memory

$DELL (+1,05%) 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 (+0,2%) Sony (JP) – Image sensors

$6861 (+0,79%) Keyence (JP) – industrial sensors

$STM (+0,25%) STMicroelectronics (FR/IT) – Sensors, MCUs

$TDY Teledyne (US) – optical/infrared sensors

$CGNX (+2,64%) Cognex (US) – Machine Vision

$HON (-0,13%) Honeywell (US) – Sensors, Security

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

$AMBA (+2,25%) Ambarella (US) – Video & computer vision SoCs for real-time image recognition

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

$AMS (+7,96%)
OSRAM (AT/DE) – optical sensors

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

6. Actuators & Power Electronics (“Muscles”)

$IFX (+0,43%) Infineon (DE) – Power Electronics

$ON (+0,1%) onsemi (US) – Power & Sensors

$TXN (+0,06%) Texas Instruments (US) – mixed-signal chips

$ADI (-0,22%) Analog Devices (US) – Signal Processing

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

$MP (-1,96%) MP Materials (US) – Magnets

$APH (+0,98%) Amphenol (US) – Connectors

$6481 (-0,57%) THK (JP) – Linear guides & actuators

$6324 (+2,1%)
Harmonic Drive (JP) – Precision gearboxes & servo drives for robotics

$6594 (-1,62%)
Nidec (JP) – Electric motors

$6506 (+1,02%)
Yaskawa (JP) – Drives & Robotics

$SU (-1,65%)
Schneider Electric (FR) – Energy & Control Solutions

$ZIL2 (-2,7%)
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 (+0,68%) Qualcomm (US) – Mobile Communications, Edge AI

$ANET (+3,4%) Arista Networks (US) – Networks

$CSCO (+0,02%) Cisco (US) – Networks, Security

$EQIX (-0,47%) 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 (-1,82%)
Ericsson (SE) – 5G/IoT infrastructure

$NOKIA (+0,47%)
Nokia (FI) – 5G/6G for Industry

$HPE (+1,55%)
Juniper Networks (US) – Networking – Acquired by HP

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

8. Energy

$3750 (-0,57%) CATL (CN) – Batteries

$6752 (+3,09%) Panasonic (JP) – Batteries

$373220 LG Energy (KR) – Batteries

$ALB (-0,2%) Albemarle (US) – Lithium

$LYC (+3,24%) Lynas (AU) – Rare Earths

$UMICY (-4,87%) Umicore (BE) – Recycling

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

$ABBN (-0,76%) 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 (+4,84%)
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 (+5,09%) Amazon AWS (US) – Cloud, AI

$MSFT (+1,28%) Microsoft Azure (US) – Cloud, AI

$GOOG (+1,16%) Alphabet Google Cloud (US) – Cloud, ML

$VRT (+0,14%)
Vertiv Holdings (US) – Data Center Infrastructure (UPS, Cooling, Edge)

$ORCL (+1,46%)
Oracle Cloud (US) – ERP + Cloud

$IBM (+2,56%)
IBM Cloud (US) – Hybrid Cloud + AI

$OVH (+0,17%)
OVHcloud (FR) – European Cloud

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

10. Software & Data Platforms

$PLTR (+4,89%) Palantir (US) – Data Integration

$DDOG (+6,37%) Datadog (US) – Monitoring

$SNOW (+3,11%) Snowflake (US) – Data cloud

$ORCL (+1,46%) Oracle (US) – Databases, ERP

$SAP (+1,37%) SAP (Germany) – ERP systems

$SPGI (+0,49%) S&P Global (US) – Financial/Market Data

ROS2 Foundation – Robotics Middleware – Not publicly traded

$NVDA (+1,67%) NVIDIA Isaac (US) – Robotics development – part of NVIDIA

$INOD (+2,39%) Innodata (US) – Data annotation & AI training data

$PATH (+2,59%)
UiPath (RO/US) – Robotic Process Automation

$AI (+0,74%)
C3.ai (US) – AI platform

$ESTC (+4,67%)
(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 (-0,76%) ABB (CH/SE) – Industrial robots

$6954 (+0,95%) Fanuc (JP) – Industrial Robots

$TSLA (+4,56%) Tesla Optimus (US) – humanoid robot

$9618 (-0,47%) JD.com (CN) – Logistics robots

$AAPL (+0,28%) Apple (US) – Platform & UX

$700 (-0,78%) Tencent (CN) – Platform & AI

$9988 (+0,04%) 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 (+4,12%) Universal Robots (DK) – cobots - part of Teradyne Corporation

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

$ISRG (+1,84%) Intuitive Surgical (US) – surgical robotics

$GMED (-0,97%)
Globus Medical (US) – surgical robotics (ExcelsiusGPS platform)

$7012 (+1,62%) Kawasaki Heavy Industries (JP) – industrial robots, automation

$CPNG (+1,18%) 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 (+0,34%)
Iluka Resources (AU) – Rare Earths

$ARR (+4,25%)
American Rare Earths (US/AU) – New supply chains

My top pick in the sector is Albemarle

Manufacturing Technology

ASML · Applied Materials · Tokyo Electron

$LRCX (+3,33%)
Lam Research (US) – Plasma/etching processes

$ASM (+0,4%)
ASM International (NL) – ALD equipment

$MKSI (+0,85%)
MKS Instruments (US) – Plasma/vacuum technology

My top pick in the sector is ASML

Quality Assurance

Keysight · Advantest · Teradyne

$EMR (+0,02%)
National Instruments (US) – Measurement technology – from Emerson Electric Acquired

$300567
ATE Test Systems (CN) – Test systems

$FORM (+6,18%)
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 (-0,57%)
THK (JP) – Linear guides

My top choice in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (+1,08%) 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 (+1,49%)
Hitachi Metals (JP) – Magnetic Materials

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

$4063 (+0,26%)
Shin-Etsu Chemical (JP) – Specialty materials

My top pick in the sector is MP Materials

Chip Design & Simulation

Synopsys · Cadence · ARM

$SIE (-0,88%)
Siemens EDA (DE/US)– Mentor Graphics—a strategic business unit of Siemens AG

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

$CEVA (+4,08%)
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 (+0,27%)
Hexagon (SE) – Measurement Technology

$SNPS (+1,18%)
ANSYS (US) – Simulation – Acquired by Synopsys

My top pick in the sector is Siemens

Networks & Data Centers

Arista · Cisco · Equinix

$HPE (+1,55%)
Juniper (US) – Networks – Acquisition by HPE

$DTE (-1,16%)
T-Systems (DE) – Industrial Cloud

$OVH (+0,17%)
OVHcloud (FR) – European cloud

My top pick in the sector is Arista

Cloud Infrastructure

AWS · Azure · Google Cloud

$ORCL (+1,46%)
Oracle Cloud (US) – ERP & Databases

$IBM (+2,56%)
IBM Cloud (US) – Hybrid Cloud

$9988 (+0,04%)
Alibaba Cloud (CN) – Asian cloud

$VRT (+0,14%)
Vertiv Holdings (US) – Cloud/Infrastructure

My top pick in the sector is Alphabet (Google)

Financial/Information Infrastructure

S&P Global

$MCO (-0,23%)
Moody’s (US) – Ratings

$MSCI (-1,11%)
MSCI (US) – Indices

$MORN
Morningstar (US) – Investment Research

My top pick in the sector is S&P Global

Creative/Experience Infrastructure

Adobe

$ADSK (-0,19%)
Autodesk (US) – CAD & Design

$U (-0,57%)
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 (-0,84%)
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 (+1,55%)
HPE (US) – Edge Computing

$SMCI (+1,99%)
Supermicro (US) – AI Servers

$6702 (-0,61%)
Fujitsu (JP) – Edge & HPC

My top pick in this sector is Dell

Storage Solutions

Micron

$HY9H (+4,73%)
SK Hynix (KR) – Memory

$285A (+7,7%)
Kioxia (JP) – NAND

$WDC (+5,48%)
Western Digital (US) – Storage solutions

My top pick in the sector is Micron

🏛 3. Secondary Key Sectors with Hidden Champions

Financing & Capital

$GS (-0,42%) Goldman Sachs (US) – Investment bank; ECM/DCM, M&A, growth financing

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

$BLK (-0,32%) BlackRock (US) – Asset manager; capital allocation, ETFs/index funds

$9984 (+2,19%) 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 (-0,88%) Siemens (DE) – Industrial Services, Lifecycle & Retrofit

$ABBN (-0,76%) ABB (CH/SE) – Robotics services, spare parts, field support

$GEHC (+0,3%) 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 (+0,95%) 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 (-1,44%) WPP (UK) – global advertising group; branding/communications

$OMC Omnicom (US) – marketing/PR network

$PUB (-0,71%) Publicis (FR) – communications/advertising group

$META (-0,84%) Meta (US) – digital ads (Facebook/Instagram)

$GOOG (+1,16%) Google Ads (US) – Search & Display Advertising

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

$AAPL (+0,28%) Apple (US) – branding/UX; adoption & platform marketing

$WPP (-1,44%)
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 (+1,67%) Nvidia (US) – AI GPUs & Isaac platform, the foundation for robotics AI

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

$ASML (+1,56%) ASML (NL) – EUV lithography, indispensable for chip manufacturing

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

$HY9H (+4,73%) SK Hynix (KR) – DRAM & NAND memory for AI

$MU (+3,25%) 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 (+0,79%) Keyence (JP) – Industrial Sensors & Vision Systems

$CGNX (+2,64%) Cognex (US) – Machine vision, precise image processing

My top pick in this sector is Keyence

Actuators & Motion (Robot Muscles)

$IFX (+0,43%) Infineon (DE) – Power Electronics, Motor Control

$6594 (-1,62%) Nidec (JP) – Global market leader in electric motors

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

$6481 (-0,57%) THK (JP) – Linear guides & actuators

My top pick in this sector is Parker-Hannifin

Communications, Cloud & Infrastructure (Nerves & Data Flow)

$QCOM (+0,68%) Qualcomm (US) – Mobile & edge chips

$AMZN (+5,09%) Amazon AWS (US) – Cloud & AI infrastructure

$MSFT (+1,28%) Microsoft Azure (US) – Cloud, AI services

$CSCO (+0,02%) Cisco (US) – Networks & Security

$VRT (+0,14%) Vertiv Holdings (US) – Data Center Infrastructure

My top pick in this sector is Microsoft

End-User Applications & Platforms (Robots Themselves)

$TSLA (+4,56%) Tesla (US) – humanoid robots Optimus

$ABBN (-0,76%) ABB (CH/SE) – Robotics & Automation

$6954 (+0,95%) Fanuc (JP) – industrial robots & CNC systems

$7012 (+1,62%) 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 (+1,56%)
ASML (NL)

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

$IFX (+0,43%) Infineon (DE)

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

$STM (+0,25%)
STMicroelectronics (FR/IT)

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

$SAP (+1,37%)
SAP (DE)

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

$SIE (-0,88%)
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 (+4,73%)
SK Hynix (South Korea) – Memory

$SONY
Sony (Japan)

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

$6861 (+0,79%)
Keyence (Japan)

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

$6954 (+0,95%)
Fanuc (Japan)

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

$6506 (+1,02%)
Yaskawa Electric (Japan)

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

$6594 (-1,62%)
Nidec (Japan)

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

$7012 (+1,62%)
Kawasaki Heavy Industries (JP) – Industrial robots

$9618 (-0,47%)
JD.com (China)

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