Robot Stock Investment Panorama: Which Leading Stocks in Taiwan and the US Are the Best Bets by 2026

Want to capture high-growth opportunities in the wave of technology? Robot stocks are at an unprecedented historical turning point. With breakthroughs in artificial intelligence technology and industry upgrades, companies from Taiwan’s Delta Electronics and Chimei to U.S. firms like Palantir and AMD are poised for accelerated development. So among these robot stocks, which ones have the most investment value? How can you accurately select true industry leaders? This article will analyze each one.

Core Appeal of Robot Stocks: Industry Trends and Growth Potential

The reason robot stocks attract investors is that the industry itself is transitioning from industrial applications to expansion across multiple fields. Historically, robots were mainly used in manufacturing, but as technology becomes more refined, applications are broadening—from collaborative robots and humanoid robots to autonomous mobile robots (AMRs). The industry’s segmentation is becoming increasingly detailed.

This multi-layered industry structure creates opportunities for different types of companies. Some focus on core components (servo motors, drives, linear motors), others on system integration and applications, and some on software development and AI algorithms. As a result, a robot stock portfolio can be very diverse—covering traditional industrial automation leaders as well as emerging humanoid robot concept stocks.

Leading Robot Stocks in Taiwan: Who Has the Highest Value?

Delta Electronics (2308.TW): Pioneer in Automation and System Integration

Since entering automation in 1995, Delta Electronics has become a standout in robot stocks. Its large-scale operations across 20 global manufacturing bases and thousands of production lines exemplify automation and robot upgrades. Delta understands the real needs of industrial automation better than any competitor.

Financially, Delta shows strong growth momentum. In the first three quarters of 2025, net profit exceeded NT$18.6 billion, a 50% increase year-over-year, with EPS over NT$7. Cumulative net profit for the first three quarters surpassed NT$42.7 billion. In October, revenue hit a record NT$57.3 billion, nearly 50% year-over-year growth. This performance is driven by global demand for power supplies and infrastructure, especially AI data centers and energy transition trends.

More importantly, Delta is accelerating its transformation into a system integrator, planning to launch AI server power supplies and liquid cooling solutions in the second half of 2025. These strategic moves show Delta is not just a traditional leader in robot stocks but also a pioneer seizing the AI + robotics integration opportunities of the new era.

Chimei (2360.TW): Hidden Champion in the Robot Industry Chain

Although not a direct manufacturer of robot components, Chimei Electronics has become an indispensable part of the robot industry. As a global leader in precision measurement and automation testing equipment, with over 30 years of experience, its testing systems support a wide range of products including industrial, collaborative, and autonomous mobile robots.

In this round of investment opportunities in robot stocks, Chimei’s role is crucial—demand for high-end testing equipment is accelerating as the industry upgrades. For 2025, its performance is outstanding, with EPS more than doubling and gross margin approaching 60%. In Q3, net profit was NT$5.066 billion, up 159% quarter-over-quarter, with EPS NT$11.99. Revenue from measurement and automation testing equipment reached NT$3.011 billion, up 74% annually.

The company expects to achieve double-digit growth for the full year, reaching new highs, with future growth driven by power electronics measurement and semiconductor testing equipment—key areas supporting robots, automation, and AI hardware.

Teco (1504.TW): Deep Expertise in Motor Drive Technology

Founded in 1966, Teco has become a major supplier in global industrial power and automation fields. Its core strength lies in robust motor and drive technologies, with a deep understanding of the real needs for precision and stable operation in factory settings.

In the robot stock landscape, Teco’s differentiation is its comprehensive solutions—from motors, drives, to controllers—helping clients simplify robot development. The company continues R&D on higher-precision, higher-torque, and more energy-efficient motors for applications like collaborative robots and precision assembly.

Teco provides automation solutions such as robotic arms, autonomous mobile robots, and production line planning, already applied in warehousing, logistics, and semiconductor manufacturing. In Q3 2025, net profit attributable to the parent was NT$1.593 billion, up nearly 10% from the previous quarter; for the first three quarters, net profit was NT$4.189 billion. Gross margin and operating margin improved to 24.44% and 11.23%, respectively, indicating ongoing profit structure improvements.

HeChun Technology (6215.TW): Versatile Key Component Supplier

HeChun has over 40 years of experience in automation, developing key robot components for clients like TSMC, UMC, and Foxconn. Its broad customer base enhances risk resilience.

As a leader in robot stocks, HeChun launched its second growth phase in 2023, establishing a dedicated robot division in 2025 to offer highly flexible modular solutions. By integrating international robot technologies from China, Japan, Germany, and the U.S., it has built a complete solution capability. In the first half of 2025, revenue surged over 70% YoY to NT$1.09 billion. With clear market demand and order support, management expects strong growth over the next 2-3 years, with annual revenue and core profit reaching double digits.

Suntron (8234.TW): Leader in Robot Control Systems

Suntron’s subsidiary, NexCOBOT, has over ten years of R&D experience in robot controllers, making it one of the few Taiwanese companies offering open standard controllers supporting various robot configurations. It is the first in Taiwan to obtain “robot function safety certification” via modular platforms, developing safety modules and building comprehensive safety solutions with partners.

NexCOBOT provides modular solutions including robot controllers, safety control platforms, AI edge computing, and mobile robot kits, helping clients develop intelligent robots efficiently. Its collaboration with NVIDIA on humanoid robot AI modules was officially announced in August 2025, marking a deep layout in AI + robotics.

Opportunities and Risks of U.S. Robot Stocks

Beyond Taiwan, the U.S. market hosts some of the world’s largest and most technologically advanced robot concept companies. Defense applications show enormous potential—Palantir, AeroVironment, and others have secured major contracts for autonomous systems. By the end of 2025, Palantir’s stock has surged over 140%, AeroVironment over 80%, and AMD has gained more than 80% since early this year.

These companies represent different facets of robot stocks—Palantir focuses on big data and AI software platforms; AeroVironment on drones and autonomous hardware; AMD on high-performance computing hardware. For a diversified robot stock portfolio, combining Taiwanese and U.S. firms can build a multi-layered investment strategy.

How to Select Robot Stocks: Practical Investment Screening Indicators

When choosing robot stocks, investors should consider the following dimensions:

Market Demand and Industry Outlook

The broader the application of robot technology, the greater the market demand and growth potential. Countries facing aging populations see rising demand for surgical robots; humanoid robots are a highly promising sector. TrendForce estimates that by 2027, the global humanoid robot market could exceed US$2 billion, with a CAGR of 154% from 2024 to 2027. Investors should prioritize companies developing humanoid robots or planning to enter this industry chain.

R&D Investment Intensity

Robot industry advances rapidly; companies that cannot sustain strong innovation will be quickly left behind. When reviewing financial reports, focus on changes in cash flow from investing activities (CFI)—companies with high or increasing CFI over the past five years tend to value R&D and technological innovation. For example, Delta has significantly increased its investment cash flow since 2021, maintaining high levels, reflecting a focus on R&D.

Financial Health and Profitability

Beyond growth, assess whether the company’s finances are healthy. Watch trends in gross margin and operating margin, especially whether profits improve alongside revenue growth. This indicates strong pricing power and cost control.

Customer Base and Market Position

Companies with major clients or industry leadership tend to be more stable and resilient. For instance, HeChun’s clients include TSMC, which underscores its technological strength.

Risks and Regulatory Changes in Robot Stock Investment

While robot stocks represent future technological development with huge growth potential, they also carry inherent risks.

Technological Iteration Risks

Rapid technological evolution, especially combined with AI, can render certain routes obsolete. Investors must monitor R&D capabilities and market adaptability to avoid companies with failed technical paths.

Regulatory and Policy Risks

Government policies vary across countries, directly impacting company development. The widespread adoption of robot technology may disrupt labor markets, prompting regulatory adjustments. Investors should stay alert to policy changes and adjust positions accordingly.

Valuation Risks

Some robot stocks are already highly valued. While chasing growth stories, beware of valuation bubbles. A phased approach to position building is recommended rather than lump-sum investments.

Supply Chain and Macro Risks

Robot companies often have complex supply chains; global economic fluctuations and geopolitical shifts can impact operations. International expansion plans may face delays or uncertainties.

In summary, investing in robot stocks requires optimism about long-term trends while maintaining caution and flexibility. Whether investing in Taiwan’s Delta and Chimei or U.S. firms like Palantir and AMD, align your portfolio with your risk tolerance. While some investors may discover tenfold or even hundredfold gains, this is only possible with thorough research and risk management.