Secretary Lutnick visited Magna-Power in New Jersey to see American advanced manufacturing firsthand. The 110-person facility designs and builds custom power electronics in America, showcasing the technology, skilled workforce, and ingenuity behind American manufacturing.

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Delta Electronics, the power electronics giant, will spend NT$70 billion (US$2.2B) on capex this year, up from NT$46 billion last year and sees the 2nd half of the year even better than the first half. Mass production of 800V DC equipment is expected to begin in the 3rd quarter, said Chairman Ping Cheng, also: “The wave of AI data center construction will not stop.” #DeltaElectronics# #DC#

This is glimpse of Tesla’s unboxed process for building the Cybercab that was shown at the event. The car is basically broken into six major modules: 1/ Front - drivetrain, thermal system, power electronics, FSD computer, display… all built around a massive front giga casting. 2/ Center - battery pack, carpet, seats. 3/ Rear - axle, trunk, rear giga casting. 4/ Left door. 5/ Right door. 6/ Roof. And instead of building the entire car body first, Tesla builds these sections all at the same time. Then the team brings them together and bolts the Cybercab together. That’s the key difference vs other car makers… the traditional process is basically: a/ Stamp the body. b/ Weld the whole shell together. c/ Paint it. d/ Then start stuffing everything into tight spaces inside a closed car. The Tesla unboxed method flips that idea upside down. You can build each part while everything is still wide open… and things don’t need to wait for the other. Everything can work independently of each other. In the unboxed process, seats can drop in before the roof is there. Workers and robots can access components from every side. Less reaching into a finished shell. Less wasted motion. Less labor fighting the car just to build the car. And the front and rear are anchored by huge giga castings. You can literally see the bolt holes where the side structures connect to the front. I can’t believe Tesla actually pulled this new unboxed method off… a completely different way of thinking about how a vehicle gets assembled. The Cybercab has been designed like a machine that’s about to be produced at MASSIVE scale.

Cybercab Electrical Architecture: — 48 volt low voltage architecture — 100% of controllers designed by Tesla in house — Cross car wiring eliminated completely. Local controllers connected with ethernet allow parts to run short wires to the local controller rather than across the car to the computer — Custom Tesla microprocessor for power electronics: one chip at half the cost doing the job of four — Fleet data has been used to optimally size the battery pack for the vehicle

Reuters reports that the Trump administration is preparing to block imports of new Chinese humanoid robots, robot dogs and certain power inverters. There is also a claim circulating on X that Chinese AI models will be banned today. But so far, I have not seen that confirmed in the Reuters report or by an official announcement. So I would treat that part as speculation for now. I get the security concern. A robot is no longer just a machine that moves. It has cameras, microphones, sensors and internet access. It could be operating inside a factory, laboratory, warehouse or even someone’s home. Power inverters are even less glamorous, but possibly more sensitive. They connect solar panels, batteries and other equipment to the electricity grid. If they can be remotely accessed or controlled, they become part of the national-security conversation. But here is the question I keep coming back to: How does America plan to build a competitive robotics industry without relying on China’s robotics supply chain? China installed 295,000 industrial robots in 2024—more than half of all the industrial robots installed worldwide that year. Four of the five largest humanoid-robot companies by 2025 installations were Chinese. China also has major advantages in many of the components robots need: permanent magnets, motors, batteries, bearings, power electronics and increasingly actuators and sensors. This does not mean every robot component is made in China. Japan, Germany, South Korea and other countries remain important suppliers. But China has something that is very difficult to reproduce: the factories, suppliers, engineers, component makers and customers are all close to one another. A robot company can design something, find parts, build a prototype, test it and move toward production much faster—and usually much more cheaply. So banning Chinese robots may solve one security problem, but it raises several others. Will American robotics companies still be allowed to buy Chinese components? Will the government invest enough to build alternative supply chains? Will these restrictions help American companies—or simply make robots more expensive and slow down adoption? And if the U.S. restricts Chinese robots while China continues deploying them across factories, warehouses and public services, who will collect more real-world data and improve faster? The U.S. may still have an advantage in the AI “brain.” China has a serious advantage in building the robotic “body.” You can ban a finished product quite quickly. Rebuilding the industrial ecosystem behind it is much harder.

ROHM Semiconductor U.S.A., LLC is pleased to announce its participation at APEC 2026, the premier event for the power electronics community. This year’s conference will be held in San Antonio, TX, from March 22–26.

Finally, the vehicle moves to General Assembly, where seats, HVAC, power electronics, drive units & more are installed, using 20+ automated stations. This is our biggest shop by headcount—on any given shift, 1k+ people are helping build Model Y

HUMANOID BOM: The Cost Layer of the Robot Economy What is HUMANOID BOM? BOM = Bill of Materials. In humanoid robotics, the BOM represents the complete physical cost structure required to build one humanoid robot. Think: Compute Cameras, LiDAR, IMUs and force sensors Motors, actuators and gearboxes Batteries and battery-management systems Frames, joints, hands and feet PCBs, wiring and motor controllers Connectivity and communications hardware Manufacturing and assembly inputs Why does this matter? Because the humanoid BOM may determine whether humanoids become a mass-market technology or remain expensive prototypes. Imagine: $20K BOM → $30K robot versus: $12K BOM → $30K robot That difference can completely change the economics of manufacturing, leasing and deploying humanoids at scale. And this is where things get particularly interesting. Humanoids share major technology and supply-chain intersections with EVs: Battery cells Power electronics Electric motors Controllers Advanced manufacturing Global component supply chains As humanoid production scales, the industry will need increasingly sophisticated ways to track, benchmark and optimize the cost of every component. That creates a potential infrastructure category: HUMANOID BOM Imagine a future platform tracking: → Actuator costs → Battery costs → Compute costs → Sensor costs → Joint and gearbox costs → Manufacturing costs → Supplier ecosystems → BOM comparisons between humanoid platforms → Cost reductions as production scales → Estimated cost per humanoid generation The EV industry developed enormous ecosystems around vehicle specifications, component costs and manufacturing economics. Humanoids may develop something similar. That makes an interesting digital asset for the emerging humanoid economy. Not simply a domain. A potential address for the cost-intelligence layer of humanoid robotics. As the industry moves from prototypes to production to millions of units, one question becomes increasingly important: What does it actually cost to build a humanoid? HUMANOID BOM could become the place where that question gets answered. #HumanoidRobots# #HumanoidBOM# #Robotics# #PhysicalAI# #EmbodiedAI# #HumanoidAI# #RoboticsIndustry# #Manufacturing# #EV# #ArtificialIntelligence# #RobotEconomy# #FutureOfRobotics#

Elon Musk: "There are really only three hard things for humanoid robots: the real-world intelligence, the hand, and scale manufacturing. And I haven't seen any even demo robots that have a great hand, But Optimus does have that. We had to design custom actuators, basically custom-designed motors, gears, power electronics, controls, sensors—everything had to be designed from physics first principles. There is no supply chain for this.”