2025 Robot Concept Stock Investment Map: Why Are These Leading Stocks Worth Watching?

The robotics industry is迎來ing an unprecedented golden era of development. With breakthroughs in artificial intelligence technology, upgrades in industrial automation, and urgent global responses to aging populations, the entire robotics ecosystem is accelerating its expansion. So, for investors, how can they identify truly valuable investment targets among numerous robotics concept stocks? In this article, we will start from stock selection logic and analyze in depth those leading companies truly worth关注ing.

Core Logic for Investing in Robotics Concept Stocks

The robotics industry has become an important direction for global technological development, but not all robotics concept stocks are worth investing in. Before deciding to invest, investors should examine from the following dimensions:

Growth potential of market demand

The expansion of application fields directly determines the industry’s growth ceiling. Taking humanoid robots as an example, according to TrendForce estimates, by 2027, the global humanoid robot market value could surpass US$2 billion, with a compound annual growth rate (CAGR) of up to 154% from 2024 to 2027. This means that any enterprise involved in humanoid robot development or the industry chain has huge growth potential.

Additionally, market demand in segments such as surgical robots, collaborative robots, and autonomous mobile robots continues to grow, providing long-term business support for upstream and downstream companies in the industry chain.

Continuous investment in technological R&D

Because robot technology evolves rapidly, especially when combined with artificial intelligence, a company’s ability to innovate technologically becomes a core competitive advantage. Investors evaluating companies should focus on their cash flow from investing activities (CFI) and whether they have maintained high or continuously increasing R&D investments over the past five years.

For example, Delta Electronics (2308.TW) significantly increased its investment cash flow after 2021 and has maintained it at a high level for the long term, which is a key reason for its leading position in automation.

Leading Companies in the Industrial Robots Concept Stock List

The robotics industry chain is large and complex, covering core components, integration systems, software development, and applications. Here are 10 listed Taiwanese companies worth关注ing and their industry positioning:

Data as of December 10, 2025

Delta Electronics (2308.TW): A comprehensive powerhouse in industrial automation

Since entering automation in 1995, Delta Electronics has established one of the most competitive industrial automation ecosystems globally. The company has 20 manufacturing bases across China, Southeast Asia, and other regions, managing thousands of production lines. This scale advantage allows it to deeply understand and implement actual needs in industrial automation.

Looking at its latest financial performance, Delta’s growth momentum is strong. In Q3, net profit after tax reached NT$18.6 billion, a 50% increase year-over-year, with EPS exceeding NT$7, setting a quarterly record. The first three quarters’ net profit surpassed NT$42.7 billion, with cumulative EPS over NT$16. Entering Q4, October revenue hit a record high of over NT$57.3 billion, up nearly 50% YoY, with cumulative revenue over NT$4,506 billion for the first ten months.

This robust growth mainly stems from global demand in power supply and infrastructure segments, driven by AI data centers and energy transition trends. Looking ahead, Delta is accelerating its transition to a system integration leader, planning to launch new products such as AI server power supplies and liquid cooling heat dissipation in the second half of 2025, further consolidating its leadership in high-end technology markets.

Chih-Mao (2360.TW): The “Invisible Champion” of the robotics industry

In the robotics industry chain, Chih-Mao plays a crucial role. As a globally leading enterprise in precision measurement and automation testing technology, Chih-Mao has over thirty years of technical accumulation, providing inspection solutions for high-end industries including semiconductors, optoelectronics, and electronics manufacturing.

Specifically in the robotics field, Chih-Mao’s testing systems widely support product lines such as industrial robots, collaborative robots, and autonomous mobile robots. Its ongoing development of high-precision intelligent testing platforms helps manufacturers improve product yield and long-term operational stability, which is vital for the quality of core robot components and complete machine assembly.

In the first three quarters of 2025, Chih-Mao’s operational performance was outstanding. EPS increased more than double YoY, gross margin approached 60%, and 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 level. Business-wise, measurement and automation testing equipment revenue in Q3 was NT$3.011 billion, up 74% YoY; semiconductor testing solutions revenue was NT$2.092 billion, up 15% YoY.

Looking forward, power electronics measurement and semiconductor testing equipment will become Chih-Mao’s main growth drivers—these products are key to supporting robot, automation equipment, and AI computing hardware manufacturing. As the industry upgrades and expands production, demand for high-end testing equipment is expected to further grow.

Teco (1504.TW): Power and drive technology expert

Founded in 1966, Teco has developed over half a century into a major global supplier of industrial power and automation. Its core strength lies in long-term focus on motor and drive technology, giving it deep insight into the actual needs for equipment precision and stability on factory floors.

In the robotics sector, Teco’s development strategy revolves around two directions: its core “motor drive technology” and “intelligent system integration.” The company offers complete solutions from motors, drives, to controllers, helping clients simplify robot development processes. It continuously launches higher-precision, higher-torque, and more energy-efficient high-end motors to meet the demanding needs of collaborative robots and precision assembly.

Practically, Teco provides integrated services—including robotic arms, autonomous mobile robots (AMR), and overall production line planning—through its “Factory Automation” division, applied in warehousing, logistics, and semiconductor manufacturing. Additionally, the company combines its energy management systems with the TECO GOOG cloud platform to enable remote intelligent monitoring and energy consumption optimization of robot equipment.

Financials for Q3 show that Teco’s net profit attributable to the parent company reached NT$1.593 billion, nearly 10% growth from the previous quarter; the first three quarters’ net profit was NT$4.189 billion, with EPS of NT$1.98. Gross margin and operating profit margin improved to 24.44% and 11.23%, respectively, indicating ongoing profit structure improvements. Looking ahead, Teco’s collaboration with Hon Hai (Foxconn) will focus on the Taiwan market starting next year, with energy-saving retrofits of old factories expected to contribute first.

He Chun Technology (6215.TW): The integrator of key robot components

He Chun Technology has focused on automation for over 40 years, developing and manufacturing key robot components across industries such as 3C, medical, and aerospace. This broad application scope enhances the company’s resilience against risks. Its customer base includes TSMC, UMC, and Hon Hai, ensuring business stability.

As a leading robotics concept stock, He Chun performed remarkably in the first half of 2025, with revenue increasing over 70% YoY to NT$1.09 billion. Vice Chairman Zhang Yisheng pointed out that after consolidating core business, He Chun launched its second growth curve strategy in 2023 and officially established a robotics division in 2025, introducing a series of highly flexible modular solutions.

By integrating international robotics key technologies from China, Japan, Germany, and the US, He Chun has built a comprehensive solution capability. Supported by clear market demand and orders, management expects strong growth momentum to continue over the next 2-3 years, with 2025 revenue and core profit both achieving double-digit growth, and gross margin outperforming last year.

Xinhan (8234.TW): Pioneer in robot control and AI

Xinhan Group’s subsidiary, NexCOBOT, has accumulated over ten years of R&D experience in robot controllers, becoming one of the few market leaders offering open standard controllers supporting various robot configurations. As Taiwan’s first company to obtain “robot functional safety certification” via a modular platform, NexCOBOT’s technological leadership is evident.

NexCOBOT offers modular solutions including robot controllers, safety control platforms, AI edge computing solutions, and mobile robot kits. Its collaboration with NVIDIA to launch humanoid robot AI modules was officially announced in August this year, representing cutting-edge progress in AI-enabled robotics.

Global Perspective: US Stock Robotics Concept Stocks Also Worth关注ing

Beyond the Taiwanese market, leading US Nasdaq-listed robotics concept stocks are also worth关注ing. The defense sector demonstrates enormous potential for robot technology, with companies like Palantir and AeroVironment securing major contracts for autonomous systems, with stock performances astonishing. Specifically, Palantir has gained over 140% since the start of the year, and AeroVironment over 80%, reflecting strong market optimism for robotics and autonomous systems.

Meanwhile, AMD, one of the companies with a complete robotics technology matrix established by 2025, has gained over 80% this year, highlighting the importance of high-performance computing hardware in robotics.

Risk Warnings for Investing in Robotics Concept Stocks

Although the robotics industry represents the future development direction of technology with huge growth potential, investors should also be fully aware of the associated risks:

Technology iteration risk

Robot technology evolves at a rapid pace, especially when combined with AI. Companies that cannot maintain excellent innovation speed risk being淘汰ed. Investors need to closely monitor companies’ R&D capabilities and market adaptability.

Policy risk

Government support policies for the robotics industry vary significantly across countries, directly impacting corporate development. The rapid adoption of robot technology may impact labor markets, so investors should stay alert to regulatory changes and adjust positions promptly and flexibly.

Market risk

While the long-term trend is optimistic, short-term market fluctuations still exist. Investors should allocate assets reasonably based on their risk tolerance.

Conclusion

By 2025, the robotics industry is at a pivotal point of rapid development. For investors, the key is to select leading companies with clear market demand support and ongoing technological innovation. Whether it’s Delta Electronics focusing on industrial automation, Chih-Mao on testing solutions, Teco on power and drive, or He Chun and Xinhan on key components and control systems, these companies demonstrate competitive advantages in their respective fields. The comparison between Taiwan and US stocks also offers investors a global perspective.

In participating in robotics industry investments, investors should conduct in-depth analysis across multiple dimensions such as market demand, technological innovation, and policy environment to discover truly long-term growth potential investment targets.