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#Industry news
Oct 21Wed
  1. 36Kr Embodied Intelligence43

    Musk: SpaceX and Tesla's Terafab plans to achieve chip mass production in 2028

    Speaking on a SpaceX conference call, Musk said Terafab, the chip manufacturing joint venture between SpaceX and Tesla, plans to reach mass production in the third quarter of 2028. The project aims to provide 1 terawatt of computing capacity per year for artificial intelligence and robotics. Musk called the timeline "very aggressive" and said he has set a large margin of error on it, adding that it is uncertain whether it can truly be achieved.

  2. 36Kr Embodied Intelligence53

    Tesla Optimus said to be ready for large-scale mass production, supply chain component demand expected to be unlocked

    Tesla has revealed that its third-generation humanoid robot Optimus is ready for large-scale mass production. Industry experts believe that if Optimus smoothly enters the mass production ramp-up phase, it is expected to drive demand for components such as actuators, reducers, and sensors, and many upstream manufacturers have already prepared production capacity in advance. Hardware reliability, the generalization capability of physical AI algorithms, cost control, industry compliance standards, and the building of data closed loops remain the core constraints on the industry's development. (Shanghai Securities News)

  3. 36Kr Embodied Intelligence38

    Musk: SpaceX and Tesla have begun studying a potential merger

    Musk said SpaceX and Tesla have set up a special committee to study a potential merger between the two companies, which, if pursued, could become the largest corporate merger in history. Musk, who serves as CEO of both companies, said on SpaceX's earnings call that a merger would be greatly beneficial for developing superintelligent software.

  4. 机器人全球资讯 · 微信公众号58

    Sita Robotics completes angel round with Huawei Hubble and others participating, developing photonic crystal electronic skin

    Shenzhen Sita Robotics completed an angel funding round on October 13, with investors including Huawei's Hubble Investment, a fund under Shenzhen Capital Group's Shenzhen High-Tech Investment, and Gaoxuan Investment, among others; Duowei Capital served as exclusive financial advisor. The company was founded by Zhang Wei, a PhD born in 1998, and its team has an average age of about 23. It is combining flexible photonic crystals with photosensitive devices to develop flexible electronic skin less than 1 mm thick with a sensing density exceeding 10,000 points/cm².

  5. 机器人全球资讯 · 微信公众号56

    AI company HUMXN offers free home repairs in exchange for real work footage to train robots

    AI company HUMXN has launched a program in three US cities—Minneapolis, Chicago, and Miami—covering the cost of eligible home repairs such as drain clearing, electrical, HVAC, duct, and carpet cleaning, on the condition that technicians wear wearable devices to record the work for training AI and robotic systems.

  6. 机器人全球资讯 · 微信公众号42

    Unitree Technology: Humanoid robot industry still in early commercialization stage, with investment risk of valuation regression

    Unitree Technology issued an "Announcement on Abnormal Fluctuations in Stock Trading," warning that the humanoid robot industry is still in the early commercialization stage, with uncertainty in technology maturity, cultivation of downstream market demand, and industrial chain supporting capabilities. The company's stock closing price rose by a cumulative deviation of more than 30% over three consecutive trading days (October 16, 19, and 20, 2026); as of October 20, its rolling price-to-earnings ratio was 388.25 times, higher than the average level of 39.51 times for the general equipment manufacturing industry over the most recent month.

  7. 机器人全球资讯 · 微信公众号56

    Amazon warehouse robot count exceeds 1 million, human employees surpass 1.5 million

    Amazon's warehouse robot count has exceeded 1 million, and the company is further expanding production and deployment, while employing more than 1.5 million full-time and part-time workers. IT Home, citing an Ars Technica report, noted that a study published in ILR Review in April 2025 found that serious injuries at Amazon's robot warehouses were 40% lower than at traditional warehouses, but minor injuries related to repetitive motion increased by 77%. Labor groups, citing government injury data from 2017 to 2020, argue that injury rates are higher at robot warehouses.

  8. The Robot Report38

    Reservoir partners with Washington State University and others to launch agricultural robotics incubator for Washington growers

    Reservoir, together with Washington State University's Prosser Irrigated Agriculture Research and Extension Center (IAREC), the Washington Tree Fruit Research Commission (WTFRC), and the Tri-City Development Council (TRIDEC), announced the launch of an agricultural robotics incubator for Washington growers, allowing agricultural robotics startups to work alongside researchers and growers in local orchards, vineyards, and berry fields.

  10. Khosla Ventures · X62

    Arda raises $160 million Series A at a $1.5 billion valuation

    Khosla Ventures announced it co-led Arda's $160 million Series A, with participation from Altimeter Capital and Accel. Arda founder Bob McGrew said the company was founded in 2025 and over the past year developed its platform with Anduril as a design partner, helping manufacturers design and operate manual assembly lines and speed products into production; next it will build automated assembly lines that can be reconfigured as quickly as manual ones. Khosla Ventures said Arda has entered every division at Anduril.

  11. Reddit r/robotics38

    Outlook for the Industrial Automation Market

    A3 data shows moderate growth in North American robot orders in the first half of 2026, with orders from electronics, life sciences, food and consumer goods, and metals offsetting weak demand from automotive OEMs; the outlook points to 2027. High-mix, low-volume production creates opportunities for robotic handling and inspection, but integration costs remain a barrier for manufacturers lacking engineering staff. Industrial AI adoption still requires investment: beyond simplified programming and lower hardware prices, customers still bear installation, training, maintenance, and support costs.

  13. The Robot Report34

    RoboBusiness rebrands as Robotics Summit & Expo West

    Arrowfly announced that RoboBusiness, a robotics industry conference held for 20 years, is being renamed Robotics Summit & Expo West, focusing on the design, deployment, and scaling of commercial robots. The first event under the new name will take place in October 2027 in Santa Clara, California.

  15. 松山湖国际机器人研究院 · 微信公众号34

    Base Update | May to September: Seizing the Momentum Toward a New Chapter in Hard Tech

    From May to September, Benmo Technology, an incubated company at the XbotPark robotics base, listed on the Main Board of the Hong Kong Stock Exchange on September 29, becoming the third Hong Kong-listed company within the base's ecosystem; its revenue in the first half of 2026 was approximately 200 million yuan, up 39.7% year on year. During the period, CiDi and SwitchBot released their first interim results after listing, while Laimu Technology, Okai Smart Boat, LISSOME, and PANDAG completed new funding rounds. The base also organized nearly 30 companies to exhibit collectively for the first time at IFA Berlin and held an embodied intelligence seminar and a summer hard tech entrepreneurship camp.

  16. Pieter Abbeel67

    Eka Robotics completes $150 million Series A funding

    Eka Robotics has completed a $150 million Series A funding round. Pieter Abbeel reposted the news and congratulated the team. The quoted post states that the company pursues both manipulation performance and generality with its Vision-Force-Action (VFA) model, arguing that force is the language of manipulation, reinforcement learning is the path to scaling dexterous manipulation, and fast, reliable physical execution is the bottleneck to be solved; it also plans to use the funding to scale up its models and accelerate customer deployment.

  17. The Robot Report15

    Nominations Open for 2027 TRR50 Robotics Innovation Awards

    The Robot Report has opened nominations for the 2027 TRR50 Robotics Innovation Awards. The submission deadline is Friday, January 5, 2027, and winners will be announced at an awards gala during the Robotics Summit & Expo, held June 2-3, 2027, in Boston. Some winners will showcase their robots at the event's TRR50 Pavilion.

  18. Ken Goldberg25

    RoboBusiness 2026 robotics summit lineup announced

    Rodney Brooks, Jonathan Hurst, and Ken Goldberg will share the stage to open RoboBusiness 2026, kicking off the "Next 20 Years" keynote. 1,600 attendees, 40+ sessions across 5 tracks, covering humanoid and field robotics, with speakers from Agility, Boston Dynamics, Tesla, Amazon Robotics, ABB, and others. The closing keynote on day one, "Beyond Demos: Robot AI in Production," is worth watching—moving from controlled demos to reproducible production deployment is the real challenge today. Ken Goldberg commented: Looking forward to this conversation!

  20. CVer · 微信公众号38

    Unitree Technology issues announcement: urgent risk warning!

    Unitree Technology issued a stock trading abnormal fluctuation announcement on the evening of October 20, warning that the cumulative deviation of its stock price over three consecutive trading days exceeded 30%. On October 20, the stock closed at 526.03 yuan per share, with a market value of 212.8 billion yuan and a rolling price-to-earnings ratio of 388.25 times, higher than the industry average of 39.51 times. The company stated that there is no major undisclosed information that should be disclosed and that its operations are normal. The announcement warned that the humanoid robot industry is still in the early commercialization stage, and if large-scale commercialization falls short of expectations, there is an investment risk of valuation regression.

  21. Fudan Multimodal Embodied Intelligence38

    Fudan University's Qi Lizhe team wins innovation gold award at 26th CIIF university exhibition area for "space-air-ground integrated desert planting robot"

    The "space-air-ground integrated desert planting robot" project from Fudan University's Qi Lizhe team won the innovation gold award in the university exhibition area at the 26th China International Industry Fair. The robot integrates autonomous perception, precise navigation, and integrated planting functions, combining BeiDou, inertial navigation, LiDAR, and stereo vision positioning, and has completed field operation verification in the desert of Dalad Banner, Ordos, Inner Mongolia. The team has filed 7 core invention patents, and the single-vehicle platform will later integrate four planting mechanisms, with operating efficiency reaching more than 10 times that of traditional manual work.

Oct 20Tue
  1. 遨博机器人 · 微信公众号44

    AUBO Robotics' two scenarios selected for MARA's list of typical agricultural robot applications

    The "facility tomato harvesting robot application scenario" led by AUBO Robotics and the "dwarf rootstock dense planting apple harvesting robot application scenario" in which it participates were both selected for the list of typical application scenarios for robots in agriculture jointly announced by the Ministry of Agriculture and Rural Affairs and the Ministry of Industry and Information Technology.

  2. 车东西42

    Chery unveils 2035 technology strategy: CheryMind large model, Robotaxi, eVTOL and electric agricultural machinery

    At the 2026 Global Innovation Conference, Chery unveiled its CheryMind vertical foundation model technology base and showcased products including a native front-installed Robotaxi, two eVTOL aircraft, the Wantu embodied agricultural machinery and the Mojia robot. Chery said its Robotaxi goal is to deploy 100,000 units by 2030, and that the pilot line for its Rhino S solid-state battery will be put into use in 2027.

  4. NASA53

    NASA Provides Progress Update on Moon Base Rovers

    NASA released a video update on the Moon Base, covering progress on the commercial Lunar Terrain Vehicle (LTV) and robotic lunar rovers. VIPER will travel to the lunar south polar region before 2027, covering more than 18 miles (30 kilometers) to prospect for resources such as water; it has completed final assembly and is undergoing final testing at Johnson Space Center.

  5. 移动机器人产业联盟 · 微信公众号18

    Galaxis Technology to Appear at 2026 Embodied Picking and Loading/Unloading Robotics Industry Forum

    Bao Lixin, Deputy General Manager of Technology at Galaxis Technology, will give a keynote talk, "Reflections on Embodied Intelligence Front-End Deployment Engineering (FDE)," at the 2026 Embodied Picking and Loading/Unloading Robotics Industry Forum. The forum will be held on November 04, 13:30-17:00, in the N3 Hall meeting room at CeMAT, Shanghai New International Expo Centre, alongside CeMAT ASIA 2026. It will feature two tracks, picking and loading/unloading, and will host the global premiere of the 2026 Embodied Loading/Unloading Robotics Market Insights and Industry Trends Report, with Inge Intelligent as a co-authoring unit.

  6. The Robot Report38

    Avenda Health expands Unfold AI platform to intraoperative prostate cancer care

    Avenda Health has launched Surgery Mode for its Unfold AI prostate cancer 3D mapping platform, extending preoperative decision support into the operating room and enabling intraoperative visualization in both robotic and non-robotic surgery. New features include magnified 3D views, cancer estimation maps adjusted to the surgical console camera angle, intraoperative viewing of MRI slices, and capsule risk scores. The original text states that Unfold AI predicts cancer spread to adjacent anatomical structures with 92% accuracy, compared with 52% for MRI alone.

  8. 人形大讲堂 · 微信公众号60

    Who Is Building the Nerve Endings for Humanoid Robots: ADI's Chip Positioning Logic

    At the 2026 Industrial Fair, ADI showcased 11 humanoid robot-related chips and solutions, covering ADCs and op amps for six-axis force sensors, the ADIS16607 IMU, a tactile board with 1,000 sensing points, the TMC6460 dexterous hand driver chip, the ADMT4000 magnetic sensor, twisted-pair communication, and the LTC7000 electronic fuse (3.5 to 135 V, 150 V absolute maximum rating).

  10. 深圳市机器人协会 · 微信公众号38

    Shenzhen Robotics Association concludes South Korea SEDEX semiconductor expo business delegation

    The business delegation to the South Korea SEDEX semiconductor expo organized by the Shenzhen Robotics Association concluded on October 16. It was led by Zhou Jun, director of the association's office, and included member companies such as Zhidong Weilai and Jingzhi Gaoke. The delegation visited the booths of Samsung Electronics, SK Hynix, 4lynx and other companies, and held one-on-one supply-demand matchmaking with member companies of the Korea Semiconductor Industry Association (KSIA), covering supply chain resources such as edge AI chips for humanoid and industrial robots, low-power SoCs, MEMS and torque sensor chips, and HBM memory solutions.

  13. Realbotix5

    Realbotix to exhibit at CES 2027

    Realbotix announced that it will exhibit at CES 2027. The original text only provides an entry point for subscribing to news updates and the contact email contact@realbotix.com, and does not disclose the robot models, specifications, or demonstration content to be shown.

  15. The Robot Report72

    Gecko Robotics US Navy contract ceiling raised to $300 million

    Gecko Robotics announced this week that its contract with the US Navy and the US General Services Administration (GSA) has been increased by $300 million, raising the contract ceiling to four times the previous $71 million initial IDIQ contract. Central to the expansion is the Komodo system, which can scan beneath deck non-skid coatings without removing them, generating a heat map of corrosion and material thickness across an entire deck so maintenance teams can locate damage before ships enter dry dock.

  16. 中国机器人网 · 微信公众号55

    Shenmou Intelligence's arm-equipped quadruped robot "Fumo" wins State Grid Electric Power's "Quadruped Robots for Complex Environments" project

    Shenmou announced that its self-developed intelligent arm-equipped quadruped robot "Fumo" has won State Grid Electric Power's "Quadruped Robots for Complex Environments" project. Previously, Shenmou's live-line working humanoid robot "Fu'an" had won State Grid Electric Power's intelligent live-line working humanoid robot project.

  17. 36Kr Embodied Intelligence45

    Nvidia Increases Investment in Europe, Will Support Four German Companies

    Nvidia announced plans at the German Investment Summit in Berlin to support four German startups: Agile Robots, Avelios Medical, Mirelo, and Reflex Aerospace. The plan is part of Nvidia's previously committed European investment program totaling nearly 10 billion USD, aimed at companies, universities, and research institutions across Europe; the specific investment amount was not disclosed.

  18. 月泉仿生 · 微信公众号24

    ICBE 2026 Delegation Visits ISBE Beijing Exhibition Hall to Deepen International Exchange in Bionic Engineering

    On October 19, a delegation attending ICBE 2026, led by Professor Thomas Speck of the University of Freiburg, Germany, visited the International Society of Bionic Engineering (ISBE) Beijing Exhibition Hall and observed live debugging and dynamic demonstrations of the Y-Hand M2 bionic dexterous hand and a humanoid robot in the testing room. The exhibition hall, led by the ISBE Science Popularization Committee and funded by Yuequan Bionic, covers about 500 square meters and features five sections: Materials and Structures, Perception and Cognition, Actuation and Movement, Information and Intelligence, and Bionic Applications. It officially opened on July 26, 2025.