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#Industry news
Oct 22Thu
  1. 加速进化 · 微信公众号56

    Tsinghua University Department of Automation and Booster Robotics Humanoid Robot Joint Research Center Unveiled

    On October 20, 2026, the Tsinghua University (Department of Automation)–Booster Robotics Humanoid Robot Joint Research Center was unveiled at Tsinghua University's Central Main Building. Zhang Tao, Chair of the Department of Automation, and Cheng Hao, founder and CEO of Booster Robotics, unveiled the center together. Booster Robotics delivered 16 K1 and 6 T2 humanoid robots to the Department of Automation for experimental teaching, research projects, and student innovation.

  2. 维科网机器人 · 微信公众号56

    Siasun-affiliated industrial cleaning robot company Dianshi Technology raises about 114 million yuan, bringing in 6 state-owned investors

    Dianshi Technology, a Siasun Robot subsidiary, completed a capital increase and share expansion, adding 6 state-owned investors with a combined capital increase of about 114 million yuan for a 69.59% stake, at a post-investment valuation of about 164 million yuan; Siasun's indirect shareholding through Xinzhitou fell from 100% to 30.41%, and Dianshi Technology is no longer included in the consolidated financial statements.

  3. 中国机器人网 · 微信公众号55

    2026 Physical AI and World Models Conference Opens in Nanjing, with Multiple Data, Standards, and Fund Initiatives Launched

    The 2026 Physical AI and World Models Conference opened in Nanjing on October 20, hosted by Jiangsu Data Group, Nanjing Big Data Group, and the Chinese Association for Artificial Intelligence. At the opening ceremony, the National Data Annotation Pilot Su-Wan City Alliance (Yangtze River Delta Data Annotation Joint Innovation Center) was established, and Jiangsu released an action plan for high-quality datasets for physical AI and world models, nine typical innovation achievements, and 50 typical application scenarios.

  4. 机器人产业应用 · 微信公众号62

    Shangpin Home Delivery and Tangyuan Technology Open-Source the WorldSimReady-Home Household Simulation Dataset

    Custom furniture maker Shangpin Home Delivery and simulation data company Tangyuan Technology have jointly released the WorldSimReady-Home dataset for household service robots, freely available on their own platform, HuggingFace, and ModelScope. According to the official description, it contains 100,000 square meters of high-fidelity home scenes, 10,000 interactive object assets, and 1,000 standardized simulation task demos.

  7. 移动机器人产业联盟 · 微信公众号55

    Siasun's Dianshi Technology raises capital from 6 investors, who contribute a total of 114 million yuan for a 69.59% stake

    In October, Siasun Robot announced through its wholly owned subsidiary Xinzhi Tou that its industrial cleaning robot company Dianshi Technology completed a capital increase and share expansion. Six new investors contributed a total of 114 million yuan for a 69.59% stake, among which the related party Chanfa Group contributed 10 million yuan for a 6.13% stake. Siasun's indirect stake will fall to 30.41%, and the company will no longer be consolidated into its financial statements.

  8. 移动机器人产业联盟 · 微信公众号12

    Pudu Robotics Product Director Zhang Zhongqi to Share "One Brain, Multiple Forms: Into Industrial Sites" at the 2026 Embodied Picking and Loading/Unloading Robotics Industry Forum

    Zhang Zhongqi, Product Director of Pudu Robotics, will give a keynote talk titled "One Brain, Multiple Forms: Into Industrial Sites" at the 2026 Embodied Picking and Loading/Unloading Robotics Industry Forum, held on November 04 at the CeMAT exhibition at the Shanghai New International Expo Centre. The forum is hosted by the Mobile Robot Industry Alliance and the Humanoid Robot Scenario Application Alliance, features two tracks for picking and loading/unloading, and will hold the global premiere of the 2026 Embodied Loading/Unloading Robotics Market Insights and Industry Trends Report.

  10. 机器人前瞻 · 微信公众号64

    Wang Xingxing: GPT-6 Already Deployed on Unitree Robots with Zero Training; Physical AI May Be Cracked Within 1-2 Years

    At the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Unitree Technology's Wang Xingxing gave a roughly 30-minute speech, saying that GPT-6 has been fully deployed on Unitree robots with zero training, enabling them to autonomously paint, clean paintbrushes, play Go and chess, and find kitchens and tools on their own. He judged that physical AI being cracked is very likely to happen in the next 1-2 or 2-3 years, and that the industry is moving toward an embodied-intelligence ChatGPT moment, in which robots can complete about 80% of tasks in 80% of unfamiliar scenarios based on voice or text instructions.

  11. Tsinghua Embodied Intelligence and Robotics Institute58

    Tsinghua University Department of Automation and Booster Robotics Open Joint Humanoid Robot Research Center

    On October 20, 2026, the unveiling ceremony for the Tsinghua University (Department of Automation)–Booster Robotics Joint Humanoid Robot Research Center was held in the Central Main Building at Tsinghua University. Representatives from the university and the company attended, including Zhang Tao, Chair of the Department of Automation, and Cheng Hao, founder and CEO of Booster Robotics.

  13. 车东西60

    Tesla Q3 net profit falls 43%; Musk says Optimus will be delivered externally next year, with output of 20,000 units per week by end of 2027

    Tesla reported Q3 2026 revenue of $28.046 billion and net profit of $787 million, down 43% year over year. On the earnings call, Musk said Optimus has entered production on a line at the Fremont factory and is expected to be delivered to external customers by the end of next year, reaching an output rate of 20,000 units per week by the end of 2027. He also said an "Optimus Academy" will let the robots observe human tasks and practice repeatedly in simulation and reality to form a reinforcement-learning flywheel, and that the AI 5 chip will be integrated into Optimus around April next year.

  14. 钛媒体62

    Microsoft adds Guardian Agents to Project Perception to supervise other AI agents

    Microsoft announced that it is adding a group of supervisory agents called Guardian Agents to its security system Project Perception. They are responsible for checking the behavior of other agents; upon detecting anomalies, they investigate the cause and, according to enterprise rules, tighten permissions, require human approval, or isolate and halt the agent.

  15. Robotphoenix/翼菲科技46

    RoboCT Showcases Elephant Collaborative Palletizing All-in-One Machine and AGV Transport Cart at AllPack Indonesia

    RoboCT is participating in AllPack Indonesia in Jakarta with its Elephant collaborative palletizing all-in-one machine and AGV transport cart, exchanging views with packaging, food and beverage, pharmaceutical, and personal care companies and system integrators from Indonesia and Southeast Asia on upgrade paths for end-of-line palletizing and in-plant transport.

  17. 量子位72

    Tesla Q3 operating profit falls 56%; paid FSD users reach 1.74 million; Robotaxi cumulative unsupervised miles near 2 million

    Tesla's latest earnings report shows Q3 operating profit of $718 million, down 56% year over year, with operating margin falling to 2.6%; after-hours trading fell as much as 4.5%, wiping out over $68 billion in value. Over the same period, overall gross profit rose 9% year over year, and automotive gross margin recovered to 18.5%.

  19. 36Kr Embodied Intelligence56

    LG Innotek partners with Nvidia to develop physical AI perception solutions

    LG Innotek, part of LG Group, is partnering with Nvidia to jointly develop perception solutions for physical artificial intelligence and robotics. LG Innotek will provide camera modules, lidar, and radar fusion perception technology, while Nvidia will contribute its Holoscan Sensor Bridge platform to enable direct data connections between sensors and GPUs.

  20. Schaeffler62

    Schaeffler and Wandelbots reach technology partnership to deploy NOVA platform across global factories

    Schaeffler has reached a technology partnership with German robotics and Physical AI company Wandelbots to jointly advance the application of the open platform Wandelbots NOVA in industrial and humanoid robotics, with the goal of integrating Physical AI into Schaeffler's global production network.

    Why it matters: The partnership clarifies a deployment path from platform standardization and virtual validation to rollout across global factories, and can serve as a reference path for Physical AI entering production networks.

  21. Schaeffler62

    Schaeffler and Wandelbots enter technology partnership to advance Physical AI deployment in factories worldwide

    Schaeffler and German robotics and Physical AI company Wandelbots have entered a technology partnership to jointly develop the Wandelbots NOVA open platform for AI applications in industrial and humanoid robots.

    Why it matters: The original text explains the scope of the partnership, the simulation validation toolchain, and the skills store mechanism, which helps readers understand the path for embodied intelligence deployment across multinational manufacturing networks.

  24. 36Kr Embodied Intelligence62

    Tesla and Nvidia to invest 3.7 trillion won with Samsung Electro-Mechanics to build FC-BGA substrate line

    Tesla and Nvidia will invest 1.1 trillion won and 2.6 trillion won respectively to build an FC-BGA (flip-chip ball grid array substrate) line for AI semiconductors with Samsung Electro-Mechanics; these substrates have become a new bottleneck in the AI supply chain. According to industry sources on the 22nd, Samsung Electro-Mechanics has signed a long-term FC-BGA supply agreement with Tesla and is building a dedicated line at its Sejong plant; Tesla's investment funds line expansion and equipment, in exchange for medium- to long-term stable supply guarantees, and these substrates will supply the AI chips used in Tesla's self-driving electric vehicles and its Optimus humanoid robot.

  26. 人形大讲堂 · 微信公众号78

    Tesla Optimus begins mass production at Fremont line; Musk sets ramp-up target of 20,000 units per week

    Tesla confirmed on its Q3 2026 earnings call that Optimus has rolled off the mass-production line in Fremont; these are the first standard mass-production models, and production started one quarter earlier than planned at the beginning of the year. Musk said the capacity ramp-up will take at least a year, with a final target of 20,000 units per week, corresponding to a production-line hardware design ceiling of one million units per year. The AI capabilities needed for autonomous operation are expected to mature by the end of next year; robots rolling off the line before then will be used internally at Tesla first, with external supply coming later.

    Why it matters: The original ties production start, ramp-up period, and external delivery conditions into a single timeline, helping readers understand the gap between prototypes and stable deliveries.

  27. euRobotics25

    ERF 2027 to Be Held in March 2027 at Birmingham International Convention Centre, Registration Now Open

    The European Robotics Forum (ERF) 2027 will be held in March 2027 at the International Convention Centre (ICC) in Birmingham, and registration is now open. The event plans more than 3,000 square meters of exhibition space, alongside multiple workshops, and is calling for peer-reviewed original research submissions in robotics and AI for its Scientific Track.

  29. 钛媒体44

    SpaceX and Tesla merger enters formal process: special committees formed, exchange ratio and shareholder vote become key

    SpaceX and Tesla have each formed special committees to discuss a merger. Musk confirmed it is a good idea but the terms are undecided, and the merger is not yet a done deal. Based on the October 20 closing prices, the two companies have a combined market value of about $3.5 trillion. If merged through a stock swap, Musk would hold about 37% of the equity and about 56% of the voting power in the combined company. The biggest obstacle is the Tesla shareholder vote: support from more than half of all issued shares is required, while Musk holds only about 20%, and as a conflicted party he must recuse himself from negotiations.

  31. OFweek Robotics62

    Amid the embodied intelligence funding boom, the first batch of robotics companies has entered bankruptcy liquidation

    The article contrasts two sides of the robotics industry: Unitree Technology's stock price rose nearly 30% over three trading days, with its market value returning above 200 billion yuan, while a group of star robotics companies such as Yinghe Robotics have successively entered bankruptcy liquidation. Yinghe had received investment from ByteDance, GSR Ventures, and others, with a peak valuation exceeding $500 million; Dataa, Shenlan, Zhicheng Dynamics, and others have also fallen into difficulty because orders could not be delivered and they could not sustain themselves financially.

  32. 36Kr Embodied Intelligence51

    Tesla CFO says capital expenditure will continue to expand in the coming years to scale Optimus production capacity and AI compute infrastructure

    Tesla Chief Financial Officer Vaibhav Taneja said on the earnings call that capital expenditure will continue to expand in the coming years, covering scaling the Robotaxi fleet, Optimus production capacity, solar manufacturing capacity, procurement of AI compute infrastructure, and construction of a chip factory. He said this strategy will support the company in entering a new growth cycle, and also said the foundation laid by autonomous driving, humanoid robots, and energy storage will bring promising prospects.

  33. 人形大讲堂 · 微信公众号62

    Fulin Precision to invest 500 million yuan in robot intelligent electric joint project, phase-one annual capacity expected at 2 million units

    Fulin Precision announced that it signed an investment agreement with the Fucheng District government of Mianyang City, together with its subsidiary Banqiao Intelligence, to build a robot intelligent electric joint project. The total investment is 500 million yuan, implemented in two phases, with phase-one capacity expected at 2 million units per year. The company's robot products have already been delivered in small batches; it previously partnered with AgiBot, and nearly 100 Expedition A2-W robots are deployed in operation at its factory.

  34. 36Kr Embodied Intelligence18

    A-share three major indices close midday lower, robotics concept stocks buck trend

    The three major A-share indices closed the midday session lower, with the Shanghai Composite down 0.89%, the Shenzhen Component down 1.78%, and the ChiNext Index down 2.77%. Robotics concept stocks were active against the trend, with Moons' Electric and Zhaowei Machinery & Electronics hitting the limit up; telecom equipment, shipping, and electronic components sectors led the declines, with Tongwei shares hitting the limit down and Eoptolink falling over 10%.

  35. 36Kr Embodied Intelligence46

    Unitree's Wang Xingxing: Physical AI Is Showing Signs of Breaking Through

    At the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Unitree founder Wang Xingxing said that with the release of GPT-6, physical AI is showing signs of breaking through and could achieve a breakthrough in the next 1-2 or 2-3 years. He believes the core challenge for embodied intelligence to pass the ChatGPT moment is aligning AI model inputs and outputs with real robots, and that deployment in commercial services will come faster than in home and industrial settings.

  36. OFweek Robotics64

    Limiaoda Intelligence raises nearly 500 million yuan combined in Series B1 and B2, with orders in hand and intended orders approaching 1 billion yuan

    Suzhou Limiaoda Intelligent Technology Co., Ltd. announced that its Series B1 and B2 rounds together raised nearly 500 million yuan, and that its Series B3 round of several hundred million yuan has been oversubscribed by multiple institutions. The funds will go toward a manufacturing base for semiconductor and optical module intelligent equipment, an AI4S laboratory, and an embodied intelligence algorithm team.

  37. OFweek Robotics56

    Fulin Precision plans to invest 500 million yuan in a robot intelligent electric joint project in Mianyang, Sichuan

    Fulin Precision, an automotive precision parts company, disclosed that it and its wholly owned subsidiary Banqiao Intelligent plan to build a robot intelligent electric joint project in Mianyang, Sichuan, with a total investment of 500 million yuan. Once the first phase is completed, it will form an annual production capacity of 2 million sets of electric joints and core components.

  38. 36Kr Embodied Intelligence60

    Musk says humanoid robots will become the world's largest industry, with Optimus deliveries to external customers expected by late next year

    Tesla CEO Elon Musk said on the company's earnings call that the humanoid robot sector will become the world's largest industry, and that the number of humanoid robots on Earth may eventually exceed the human population. He expects that by late next year, issues such as robot AI, electromechanical design, reliability, and service life will hopefully be resolved, and only then can Optimus be delivered to companies other than Tesla.

  39. 36Kr Embodied Intelligence62

    HuiXi Intelligent's cumulative equity financing in 2026 exceeds 2.5 billion yuan

    HuiXi Intelligent, an embodied intelligence high-compute chip company, announced that with the successive completion of its Pre-B+ and B rounds, its cumulative equity financing in 2026 has exceeded 2.5 billion yuan. This round was led by the Beijing Artificial Intelligence Industry Investment Fund, with participation from several government funds and market-oriented institutions including the Beijing Robotics Industry Development Investment Fund, Hidden Hill Capital, and Loyal Valley Capital, while existing shareholders such as Shunwei Capital, Source Code Capital, and SenseTime Guoxiang Capital continued to increase their investment. The funds will be focused on R&D of next-generation embodied intelligence high-compute chips, and on accelerating large-scale delivery and industrial ecosystem development.