One humanoid robot rolls off the line every 10 minutes. UBTECH’s benchmark humanoid robot smart factory just goes live——from 1,000 to 10,000 units, we made the leap in less than 9 months. Behind these remarkable numbers is a comprehensive intelligent manufacturing system truly built for over 10,000-unit production of humanoid robots. This milestone is just the beginning. Large-scale industrialization of humanoid robots is right around the corner. 👇 #UBTECH# #IndustrialRobot# #SmartManufacturing# #Robotics# #AI#

WRC 2026, we're HERE! 🚀 Walker C1 stealing the show, Cruzr Y1/S2 running nonstop, and U1 just blew everyone away with its Beijing debut. Catch us at Hall C-103 – we're at Beijing Yichuang all week (Aug 19–23)! #WRC2026# #UBTECH# #UWORLD# #HumanoidRobot# #ConsumerRobot# #IndustrialRobot# #AI#

Experience our full industrial robot portfolio at North America’s largest automation and robotics trade show. At Automate 2026, we showcase live demos across our full lineup, from collaborative robots and mobile autonomous transports to humanoids, all connected through one platform: the Neuraverse. See it in action and secure your spot at the NEURA Gym – exclusive on-site memberships are available at special conditions, for a limited time only. Come find us at McCormick Place in Chicago, June 22-25 at Booth 2231 + 2236. 4NE1 Mini is already on its way. ✈️

$CBOT is the Corgi Robots & Humanoids ETF. It's an actively managed fund holding companies across robotics and automation, from industrial robot makers to humanoid developers and the AI software stacks that power them. Learn more at

🚀 New Listing on DeShare — this batch is solid 🔹 EACON (07687) – No.1 autonomous mining stock, backed by Zijin and XCMG 🔹 DTECH (01377) – First AI silicon-photonics interconnect stock in HK, +75% on debut 🔹 ROKAE ROBOTICS (03752) – China's industrial robot leader, a hidden champion in high-end manufacturing 🔹 SK hynix (SKHY) – Global HBM leader, the backbone of AI computing, just listed on Nasdaq All assets: 1:1 backed by real equity, on-chain verifiable, licensed custody. 24/7 trading, no KYC — one wallet, all markets. 👉

Every form factor. Connected through one platform. We brought our entire industrial robot portfolio to Automate 2026 in Chicago. 🦾 Day 1 is a wrap, and people experienced everything from collaborative robots and mobile autonomous transports to humanoids in action at our booth. All of our robots are connected through one platform and shaped by real-world training. Visitors got an inside look at how our robots are trained - not just in simulations, but in real environments. In NEURA Gyms worldwide, intelligence is shaped by real physics, variability, and tasks, generating the physical AI data that is truly needed. Three more days to go, come see it for yourself! 📍 Booth 2231 + 2236, South Hall, McCormick Place, Chicago

Mind Robotics, the startup founded by Rivian CEO RJ Scaringe, has now raised over $1 billion for its AI-powered industrial robot project, valuing the company at $3.4 billion. The latest fundraising round, which secured $400 million, was led by Kleiner Perkins and includes investments from Salesforce Ventures and Incharge Capital, a Volkswagen-affiliated venture-capital firm, The Wall Street Journal reports.

Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints. Harmonic Drive Systems is the incumbent on the strain-wave side. Both Japanese, both sitting on decades of gear grinding, heat treatment and yield that nobody has replicated at price. There is no mine to open here. Optimus runs 14 linear actuators; per-robot screw counts get estimated anywhere from 14 to more than 40, at $1,350 to $2,700 each. A planetary roller screw is a micron-tolerance ground part, and only a handful of firms anywhere make them to that standard: Japanese, German, Swiss, with Chinese entrants scaling into it now. The constraint is grinding capacity and the people who can run it. Compute inverts the picture. Nvidia designs Jetson Thor in California and cannot manufacture it. Roughly 92% of the world's sub-10nm logic capacity sits on one island. Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP. A McKinsey component map, reported by Forbes in June, puts it the same way: China is overwhelmingly dominant in exactly one category, magnets for motors, while bearings, driver boards and sensors have suppliers in several countries. So it is four dependencies, held by parties with different export regimes, different politics and no shared interest in coordinating. A supply chain with one chokepoint is one negotiation. Reshoring the magnets still leaves you asking Japan for the gearboxes and Taiwan for the brain.

Physical AI is heating up ▶️ Global humanoid robot shipments exceeded 22,000 units in 1H26, up 300% YoY ▶️ Counterpoint expects more than 50,000 units in 2026, representing about 210% YoY growth China dominates the market AgiBot shipped about 9,700 units for a 43.1% share, while Unitree shipped more than 7,000 units for a 31.1% share Together, they accounted for about 75% of global shipments, while the top five vendors represented 86% By use: · Entertainment & performance: 33.6% · Data production & research: 27.0% · Service & guidance: 19.0% · Intelligent manufacturing: 12.8% · Warehousing & logistics: 4.9% The main shift is toward real industrial deployment AgiBot’s G2 robots are being introduced into production environments through partnerships with Longcheer Technology and Joyson Electronics, while Galbot has tested its S1 industrial robot on CATL production lines. Leju’s Kuavo robots are being used in robot-data production and training centers UBTECH raised its 2026 Walker S shipment guidance from 2,000–3,000 units to 5,000, citing stronger industrial demand Counterpoint expects more service and industrial pilot projects to transition into mass deployment during 2H26 Competition is increasingly shifting from simply producing capable hardware toward complete deployment ecosystems combining advanced models, vertical applications, data systems, and rapid model iteration

Robotic arms and tele-robotics were originally invented for nuclear energy. In 1949, radioactive materials at Argonne were stored behind three feet of leaded glass, and tongs were used for handling. Raymond Goertz built two mechanical arms connected through the concrete wall by steel tape. When he moved the handle on his side, the arm inside would copy him exactly. When he gripped a beaker, he could feel it push back. This was an early demonstration of force feedback, working only with steel and cable, before robotics was a thing. By 1954, he swapped the tapes for motors and made the first electric telerobot, running on vacuum tubes, with no computer in the loop. The first industrial robot did not get installed until 1961 at a General Motors plant. Space arms, deep-sea ROVs, and surgical robots where a surgeon feels tissue all descend from Raymond's hot cell. Will be interesting to see what role robotics will play in the Second Atomic Age. Aalo intends to do a lot here!