2026 Taiwan Robot Company Rankings: Who is the Top Investment Choice?

As artificial intelligence technology rapidly advances, the rankings of Taiwanese robotics companies are constantly reshuffling. Over the past year, several listed companies such as Delta Electronics, Chroma, and TECO have delivered impressive results, each occupying different strategic positions within the industry. This article will analyze Taiwan’s robotics investment landscape in depth to help investors identify companies with genuine investment potential.

Growth Opportunities in Taiwan’s Robotics Industry

From a global industry perspective, robot applications have expanded from traditional manufacturing to healthcare, logistics, energy, and other fields. Taiwan boasts a complete electronics manufacturing ecosystem and strong engineering capabilities, giving its robotics companies a competitive edge worldwide.

Especially in emerging areas like AI data centers and smart factory upgrades, Taiwanese firms are experiencing a rare growth window. Industry estimates suggest that by 2027, the global humanoid robot market could surpass $2 billion, with Taiwanese companies actively participating rather than being passive spectators.

Industry Leaders and Investment Value Rankings

Taiwan’s robotics supply chain is complex and diverse, covering core components, control systems, testing equipment, and system integration. Within this ecosystem, different companies have their own core competencies.

Based on market performance in 2025, the following companies stand out in their respective segments:

Delta Electronics: Leader in Industrial Automation

As a top-ranked Taiwanese robotics company, Delta Electronics has been deeply involved in automation for over 30 years. Since entering the automation market in 1995, the company has established manufacturing bases in 20 regions worldwide, leveraging thousands of production lines.

Delta’s unique strength lies in being its own biggest user of automation technology. Its experience operating smart factories provides profound technical expertise and market insights, giving it a different perspective on industrial automation needs.

In 2025, Delta’s financial performance was particularly strong, with quarterly net profit exceeding NT$18.6 billion, a 50% increase year-over-year; annual net profit surpassed NT$42.7 billion, with EPS over NT$16. In the second half, monthly revenue hit a record NT$57.3 billion, nearly 50% growth year-over-year. These results were driven mainly by global demand for power supplies and infrastructure, especially in AI data centers and energy transition trends.

Looking ahead, Delta is accelerating its transformation into a system integration leader, planning to launch new products such as AI server power supplies and liquid cooling solutions to further solidify its position in high-end technology markets.

Chroma ATE: The Hidden Champion in Testing Equipment

Although Chroma does not manufacture robots directly, its expertise in precision testing makes it an indispensable part of the robotics industry. As a global leader in testing equipment with over 30 years of measurement and automation testing experience, it has a solid foundation.

Chroma’s testing systems support various product lines, including industrial, collaborative, and autonomous mobile robots. Its ongoing development of high-precision intelligent testing platforms helps manufacturers improve product yield and long-term operational stability.

In 2025, Chroma’s operational performance was outstanding, with EPS more than doubling and gross margin approaching 60%. In Q3, net profit reached NT$5.07 billion, EPS NT$11.99; for the full year, net profit was NT$9.14 billion, EPS NT$21.67, surpassing last year’s total. Revenue from measurement and automation testing equipment grew 74% to NT$3.011 billion; semiconductor testing solutions revenue increased 15% to NT$2.092 billion.

Future growth for Chroma will stem from power electronics measurement and semiconductor testing equipment—key segments supporting robot, automation, and AI hardware manufacturing. As the industry upgrades, demand for Chroma’s high-end testing equipment is expected to further increase.

TECO Group: Powering Growth Engines

Founded in 1966, TECO has developed over half a century into a major global supplier of industrial power and automation solutions. Its core advantage lies in deep expertise and long-term accumulation in motor and drive technology.

In robotics, TECO’s development focuses on two main areas: its strong motor drive technology and intelligent system integration. The company offers comprehensive solutions from motors, drives, to controllers, helping clients streamline robot development. It also continues R&D on higher-precision, higher-torque, and more energy-efficient motors for applications like collaborative robots and precision assembly.

Operationally, TECO’s factory automation division provides integrated services including robotic arms, autonomous mobile robots (AMRs), and production line planning. These solutions are already applied in warehousing, logistics, and semiconductor manufacturing. Additionally, the company combines energy management systems with cloud platforms to enable remote intelligent monitoring and energy optimization of robot equipment.

In Q3 2025, TECO’s net profit attributable to the parent reached NT$1.593 billion, up nearly 10% from the previous quarter; full-year net profit was NT$4.189 billion, with EPS NT$1.98. Gross margin and operating margin improved to 24.44% and 11.23%, respectively, reflecting ongoing profit structure improvements.

Hecun Technology: A Rising Star in Robot Components

As a new star among robotics concept stocks, Hecun Technology has been deeply involved in automation for over 40 years. The company specializes in developing and manufacturing key robot components, with products spanning industries such as electronics, medical, and aerospace. Major clients include TSMC, UMC, and Foxconn.

In the first half of 2025, Hecun performed remarkably, with revenue growing over 70% year-over-year to NT$1.09 billion. Vice Chairman Zhang Yisheng noted that after stabilizing its core business, Hecun launched its second growth curve in 2023 and established a dedicated robotics division in 2025, offering highly flexible modular solutions.

By integrating key robotics technologies from China, Japan, Germany, and the US, Hecun has built a comprehensive solution capability. With clear market demand and order support, management expects strong growth over the next 2-3 years, with 2025 revenue and profits both achieving double-digit growth and gross margins improving over last year.

Sunhans Group: The AI Brain of Robot Control

Sunhans Group’s subsidiary, NexCOBOT, has accumulated over 10 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 functional safety certification for robot controllers via modular platforms, NexCOBOT develops its own safety modules and collaborates with partners to build complete robot safety solutions. Its joint project with NVIDIA for humanoid robot AI modules has been officially launched.

NexCOBOT’s modular solutions include robot controllers, safety control platforms, AI edge computing, and mobile robot kits, helping clients efficiently develop intelligent robots. Despite current market adjustments, Sunhans expects future operations to gain momentum through strategic robotics deployment.

Stock Picking Tips: Three Key Indicators

In the complex robotics industry, how can investors identify truly worthwhile stocks among many options? The following three indicators are essential:

1. Market Demand and Growth Outlook

The scope of robot applications determines a company’s growth ceiling. With aging populations increasing demand for surgical robots; global energy transitions boosting industrial robot needs; and AI advancements fostering humanoid robot industries, investors should prioritize companies in high-growth niche markets.

Research estimates suggest that from 2024 to 2027, the global humanoid robot market will grow at a CAGR of up to 154%. Focus on companies developing humanoid robots or integrating into related supply chains.

2. R&D Investment and Innovation Speed

The robotics industry evolves rapidly; companies unable to sustain innovation will be quickly left behind. When analyzing financials, pay close attention to changes in cash flow from investing activities (CFI), which reflect R&D emphasis.

For example, Delta increased its investment cash flow significantly after 2021, maintaining high levels—indicating strong R&D focus. Investors should favor companies with consistently high or rising investment cash flows over the past five years.

3. Industry Position and Customer Base

A company’s role in the supply chain and its customer diversity impact stability and bargaining power. Firms with well-known clients across various sectors tend to have better risk resilience.

Risks and Regulatory Considerations

While the robotics industry embodies future technological trends with huge growth potential, investing in high-growth stocks involves risks. Investors must evaluate carefully.

Technological Risks and Market Adaptability

Rapid tech iteration, especially combined with AI, requires companies to have strong R&D capabilities and market responsiveness. Missteps in technology direction or slow innovation can quickly erode competitiveness.

Policy and Regulatory Risks

Government policies vary across countries, affecting company development. Moreover, widespread adoption of robotics may impact labor markets, prompting regulatory scrutiny. Investors should monitor policy trends and adjust positions accordingly.

Market Volatility and Valuation Risks

High-growth robotics stocks often carry high valuations. Market sentiment swings, economic cycles, or earnings revisions can cause significant price fluctuations. Avoid chasing high prices blindly; base decisions on rational valuation assessments.

Although Taiwan’s robotics companies show a clear competitive landscape, the industry remains in rapid development, with rankings likely to shift as technology advances and market demands evolve. When participating in this wave, investors should recognize the long-term growth potential while remaining cautious of risks.