The robotics arm industry is about to explode; these listed companies to watch in 2025

The machinery arm and robot industry is at a pivotal moment. With breakthroughs in AI technology and surging global automation demand, upstream and downstream industries—from hardware manufacturers and control system suppliers to software platform providers—are experiencing rare growth opportunities. So, in this wave, which listed companies are most worth investors’ attention? This article will analyze these companies’ competitiveness from multiple dimensions.

Core Composition of Robotics Concept Stocks

The robot industry is essentially a highly segmented ecosystem. From upstream core components (servo motors, drives, transmission systems) to midstream control systems and software development, and downstream system integration and industry applications, each link has produced publicly listed companies with investment potential.

In recent years, with the integration of precision manufacturing and artificial intelligence, market demand for robotic arms has expanded from industrial fields to medical, logistics, aerospace, and other vertical industries. This diversification creates broad growth space for leading companies in various segments.

Overview of Leading Taiwanese Listed Robotics Industry Companies

Through systematic sorting, we have selected 10 Taiwanese companies occupying key positions in the robot industry, ranked by year-to-date stock performance from highest to lowest:

Data as of December 10, 2025

Delta Electronics: The versatile player in automation

Delta Electronics, Inc. (2308. TW)

Since entering automation in 1995, Delta has become one of the most widely applied manufacturers of robotic arm technology globally. The company operates 20 production bases and thousands of production lines worldwide, providing unparalleled industry insights—no competitor understands manufacturing needs better than Delta.

Financially, in Q3 this year, Delta’s net profit exceeded NT$18.6 billion, a 50% increase YoY, with EPS surpassing NT$7, setting a quarterly record. The first three quarters accumulated net profit reached NT$42.7 billion, with EPS over NT$16. The company’s October revenue again broke records at NT$57.3 billion, nearly 50% YoY growth. Cumulative revenue for the first ten months exceeded NT$450 billion, driven by strong demand from AI data centers and energy transition trends.

Notably, Delta is undergoing a strategic transition, gradually evolving into a system integration leader. The company plans to launch new product lines such as AI server power supplies and liquid cooling solutions in the second half of 2025, further consolidating its leadership in high-end technology markets.

Teco: Deep mastery of motor drives

Teco Electric and Machinery Co., Inc. (1504. TW)

Founded in 1966, Teco has become a key supplier in global industrial power and automation fields after over half a century of development. Its core competitiveness lies in long-term focus on motor and drive technology, and a deep understanding of real factory needs.

In the robotic arm sector, Teco advances through a dual-engine strategy of “motor drive technology” and “intelligent system integration.” The company offers complete solutions from motors, drives, to controllers, helping clients simplify development. It also continuously develops higher-precision, higher-torque, and more energy-efficient high-end motors to meet the performance demands of collaborative robots and precision assembly applications.

In factory automation, Teco provides integrated services including robotic arms, autonomous mobile robots (AMR), and production line planning, successfully applied in warehousing, logistics, and semiconductor manufacturing. The company combines energy management systems with cloud platforms to enable remote intelligent monitoring and energy consumption optimization of robotic equipment.

Q3 financials show Teco’s net profit attributable to the parent was NT$1.593 billion, up nearly 10% QoQ; the first three quarters’ accumulated net profit was NT$4.189 billion, with EPS of NT$1.98. Gross margin and operating margin improved to 24.44% and 11.23%, respectively, indicating ongoing profit structure improvement. Teco plans to deepen energy-saving projects with international partners and expects US data center business to contribute gradually by 2027.

Chroma Ate: The testing “hidden champion” of the robot industry

Chroma Ate Inc. (2360. TW)

Although not directly manufacturing robotic arm components, Chroma Ate is a leading global provider of testing equipment, playing an indispensable role in the robot industry. With over 30 years of experience in precision measurement and automation testing, it has established a strong technical foundation in high-end industries like semiconductors, optoelectronics, and electronics manufacturing.

Chroma Ate’s testing systems widely support product lines for industrial robotic arms, collaborative robots, and autonomous mobile robots. Its high-precision intelligent testing platforms help manufacturers improve product yield and long-term operational stability, becoming a key link in ensuring robot product quality.

In the first three quarters, the company’s performance was impressive, with EPS increasing over 100% YoY and gross margin approaching 60%. In Q3, net profit after tax reached NT$5.066 billion, a 1.59-fold increase QoQ, with EPS of NT$11.99; cumulative net profit for the first three quarters was NT$9.142 billion, with EPS of NT$21.67, surpassing last year’s full-year performance. Revenue from measurement and automation testing equipment in Q3 was NT$3.011 billion, up 74% YoY; semiconductor testing solutions revenue was NT$2.092 billion, up 15% YoY.

The company expects Q4 revenue and gross margin to remain high, with the full year likely achieving double-digit growth and setting a new record. As the robotic arm industry continues to upgrade and expand capacity, demand for high-end testing equipment will further grow.

Aurotek: From components to comprehensive solutions

Aurotek Corporation (6215. TW)

Aurotek has been engaged in automation for over 40 years, specializing in manufacturing key components for robots, covering segments like 3C, medical, aerospace, etc. Its diversified business enhances resilience against market fluctuations. Major clients include TSMC, UMC, and Hon Hai, providing a solid foundation for stable operations.

As an important participant in the robotic arm industry, Aurotek’s performance in the first half of 2025 was outstanding, with revenue growing over 70% YoY to NT$1.09 billion. The company launched its second growth curve strategy in 2023 and established a dedicated robot division in 2025, offering highly flexible modular solutions.

By integrating international robot key technologies from China, Japan, Germany, and the US, Aurotek has built a complete solution supply capability. Management expects strong growth momentum over the next 2-3 years, with 2025 revenue and core profit both achieving double-digit growth, and gross margin outperforming last year.

Nexcom: The leader in control systems

Nexcom International Technology Corporation (8234. TW)

Nexcom’s subsidiary NexCOBOT has accumulated over ten years of R&D experience in robot controllers, becoming one of the few industry leaders offering open standard controllers supporting various robot configurations. As Taiwan’s first company to obtain “robot functional safety certification” via modular platforms, NexCOBOT develops its own safety modules and collaborates to build comprehensive robot safety solutions.

Its collaboration with NVIDIA to launch humanoid robot AI modules was officially announced in August this year, marking Nexcom’s forward-looking layout in AI-powered robotics. NexCOBOT’s modular solutions—including robot controllers, safety control platforms, AI edge computing, and mobile robot kits—assist clients in efficiently developing intelligent robotic arms.

Global Perspective: Impressive Performance of US Robot Concept Stocks

Beyond Taiwan stocks, the US stock market hosts some of the world’s top robot technology companies. Nasdaq, as the largest tech stock hub globally, gathers a wealth of robot concept stocks with strong technological reserves.

Particularly noteworthy is the huge potential of robotic arms in defense. Palantir and AeroVironment have secured major contracts for autonomous systems, with stock performance from the start of the year: Palantir up over 140%, AeroVironment up over 80%. Meanwhile, AMD, a leader in high-performance computing hardware, has gained over 80% YTD, with its comprehensive robot technology matrix already driving industry growth in 2025.

How to Scientifically Select Listed Companies Related to Robotic Arms?

Given the high growth potential but also uncertainties in the robot industry, investors should filter based on these core dimensions:

Market Demand and Industry Trends

The broader the application of robotic arms, the stronger the market demand and the greater the growth potential of companies. For example, facing aging populations worldwide, demand for surgical robots continues to rise, supporting stock price increases of related companies.

According to TrendForce, by 2027, the global humanoid robot market could surpass US$2 billion, with a CAGR of 154% from 2024 to 2027. Investors should focus on companies developing humanoid robots or entering the humanoid robot supply chain, as these will directly benefit from this wave.

R&D Investment and Technological Iteration Speed

The robot industry is characterized by rapid technological iteration. Companies unable to maintain excellent innovation speed risk being eliminated. Investors should pay close attention to changes in a company’s investment cash flow (Investment Cash Flow, CFI) in financial reports.

For example, Delta has significantly increased its investment cash flow since 2021 and maintained high levels, reflecting a strong commitment to R&D and technological innovation. Priority should be given to companies with high or rising CFI over the past five years as potential investments.

Profitability and Financial Health

Beyond growth, profitability and financial stability are key indicators. Trends in gross margin, operating margin, and annual EPS growth should be considered. Also, assess whether the company has a strong customer base and stable market position.

Opportunities and Risks in Investing in Robotics Concept Stocks

Investment Advantages

Robotics concept stocks represent the inevitable direction of future technological development, with enormous industry growth potential. Investors participating will directly benefit from the global automation upgrade. Historically, many tenfold or hundredfold stocks have emerged from such emerging industries; fortunate investors can gain substantial returns through forward-looking deployment.

Risks to Watch

The pace of technological iteration in robotics is extremely fast, especially when combined with AI, making R&D capability and market adaptability crucial. Investors must closely monitor companies’ technological progress and market performance.

Additionally, government policies supporting the robotics industry vary by country, and future regulatory changes could impact the industry. The widespread application of robot technology will influence the global labor market, potentially triggering regulatory adjustments. Therefore, investors should stay informed on policy trends and adjust positions flexibly.

Furthermore, macroeconomic fluctuations, geopolitical risks, and supply chain stability are also important risk factors.

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