Goldman Sachs Maps the Humanoid Robot Supply Chain: From $TSLA to $NVDA
Goldman $Goldman Sachs(GS)$ just dropped a map of the entire humanoid robot supply chain.
Here are the publicly traded tickers they named 👇
Humanoid Robot Makers
$Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$ $BYD Co., Ltd.(BYDDY)$ $Xiaomi Corp.(XIACY)$ $UBTECH ROBOTICS CORP LTD(UBTRF)$ $GAC HOLDCO INC.(GACWF)$ $ESTUN(02715)$ $TSLA
Foundation Models
$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ iFlytek
GPU / CPU
Actuators & Dexterous Hands
Harmonic Drive, Schaeffler, Sanhua, Tuopu, Inovance, Beite, Hengli Hydraulic , Shuanglin, Veichi , Fortior
Sensors
$Novanta(NOVT)$ $Vishay Precision(VPG)$ Murata, TDK,
Vision (camera / LiDAR)
$Hesai Group(HSAI)$ $Innoviz Technologies Ltd.(INVZ)$ $Luminar Technologies, Inc.(LAZRQ)$ $Ouster Inc.(OUST)$ $Intel(INTC)$ RoboSense, Orbbec, Sunny Optical
Batteries
CATL, Samsung SDI , Panasonic
😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.
🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hot Merch Returns · Up to 43% Off
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
