2025 Robot Stock Investment Map: Which is More Worth Buying, Taiwan Stocks or US Stocks Leaders?

The robotics industry is experiencing a frenzy this year. From Taiwan’s Delta Electronics (2308) with a 132% increase to US stocks like Palantir soaring 140%, the entire robotics stock sector is playing out an exciting rally. But the question is, among so many options, which robotics stocks are truly worth jumping in?

Taiwan Stock Robotics Stocks: Who’s the Most Explosive?

Let’s first look at the situation in Taiwan. The performance of robotics stocks is quite differentiated—some companies are soaring rapidly, while others are still treading water.

Delta Electronics (2308) Leading the Charge

Delta Electronics is the fastest runner. Since the beginning of the year, it has gained 132.85%, with third-quarter net profit exceeding NT$18.6 billion, a 50% increase compared to the same period last year. In October, the company’s revenue surged past NT$57.3 billion, with a nearly 50% annual growth rate.

The main driver behind this rally is the global demand for power supplies and infrastructure driven by AI data centers and energy transition initiatives. Delta also plans to launch new products such as AI server power supplies and liquid cooling systems in the second half of 2025, firmly positioning itself at the forefront of robotics and automation upgrades.

Delta’s true advantage lies in its understanding of both robotics technology and factory needs. With operations across 20 production bases and thousands of production lines worldwide, the company has mastered automation and robotics.

Chroma (2360) Testing Business Booming

Chroma’s growth is equally impressive, with a 105.86% increase since the start of the year. Although it does not directly produce robot parts, it is an invisible champion in the robotics industry—one of the leading manufacturers of precision testing equipment globally.

Its Q3 financial report was stellar: quarterly net profit of NT$5.066 billion, a 1.59-fold increase quarter-over-quarter, with earnings per share of NT$11.99. The first three quarters’ net profit reached NT$9.142 billion, surpassing last year’s full-year total. Revenue from measurement and automation testing equipment was NT$3.011 billion, up 74% year-over-year.

What does the industry upgrade depend on? Precision testing. Chroma’s high-end testing platforms now support various robot product lines—including industrial robots, collaborative robots, and autonomous mobile robots. As the robotics industry continues to expand, demand for Chroma’s testing equipment will grow even more.

TECO (1504) Steady Motor Drive Technology

TECO has gained 61.27% since the start of the year, relatively conservative but with a solid foundation. The company has focused on motor and drive technology for over half a century, serving as the “power heart” of robots.

Its Q3 operational data are promising: net profit attributable to the parent company of NT$1.593 billion, nearly 10% growth from the previous quarter; gross profit margin increased to 24.44%, operating profit margin reached 11.23%. TECO is also advancing cooperation with Hon Hai, with energy-saving upgrades at old factories expected to contribute first, and US data center business gradually showing results.

TECO’s advantage is clear—its motor drive solutions are widely applied in warehousing logistics, semiconductor manufacturing, and other practical scenarios. This indicates real demand for orders, not just market speculation.

HeChun Technology (6215) New Business Unit Taking Off

HeChun Technology’s revenue in the first half of 2025 grew over 70% year-over-year, reaching NT$1.09 billion. The company launched its second growth curve strategy in 2023 and officially established a robotics division in 2025.

Its client lineup is strong—TSMC, UMC, and Hon Hai are among its customers. Management expects to maintain strong growth momentum over the next 2-3 years, with full-year revenue and core profit reaching double digits, and gross margin surpassing last year.

Shinhan (8234) Leading in Robot Controllers

Shinhan’s subsidiary, Chuangbo, has over ten years of R&D experience in robot controllers and is one of the few market leaders capable of providing open-standard controllers. Chuangbo is also Taiwan’s first company to obtain “robot functional safety certification” through a modular platform, and has partnered with NVIDIA to launch humanoid robot AI modules.

US Stock Robotics Stocks: The Crazy Rally in the US Market

Honestly, when it comes to explosive growth in robotics stocks, the US market takes the cake.

Palantir (PLTR) Driven by Defense Orders

Palantir has surged 140.43% since the beginning of the year, making it the absolute leader. The company specializes in big data analytics and AI software platforms, demonstrating enormous potential in robotics within the defense sector. Palantir has secured major contracts for autonomous systems, with defense orders pouring in continuously.

AeroVironment (AVAV) Unmanned Systems

AeroVironment has increased 82.87% this year. Its main business involves unmanned aerial vehicle (UAV) systems and autonomous robot hardware development. The company benefits from the huge demand for autonomous systems in defense.

AMD (AMD) Computing Hardware Foundation

AMD’s stock has risen 83.48% since the start of the year. By 2025, AMD has established a comprehensive robotics technology matrix; high-performance computing hardware is the backbone of robots and AI systems. Data centers, AI training, edge computing—all rely on AMD’s CPUs and GPUs.

How to Choose Robotics Stocks? Focus on These Three Points

With so many options, where should investors start when selecting robotics stocks?

First, does the market demand truly exist?

Not all robotics concepts can translate into actual orders. Collaborative robots, industrial robots, humanoid robots—these segments vary greatly in market size.

Take humanoid robots as an example. TrendForce estimates that by 2027, the global humanoid robot market could exceed US$2 billion, with a compound annual growth rate (CAGR) of 154% from 2024 to 2027. Such high growth indicates a steady stream of orders and tangible revenue growth for companies.

Investors should prioritize companies that develop humanoid robots or are integrated into the humanoid robot industry chain.

Second, is R&D investment sufficient?

The pace of innovation in robotics is extremely fast. Companies that cannot sustain R&D investment risk being quickly overtaken.

When reading financial reports, pay attention to whether the company allocates enough cash flow to R&D. Especially focus on changes in investing cash flow (CFI)—companies with consistently high or increasing CFI over the past five years demonstrate management’s emphasis on technological innovation.

Delta Electronics is a typical example. Since 2021, it has significantly increased its R&D investment cash flow, maintaining high levels. This often indicates stronger future competitiveness.

Third, are customer and order authenticity assured?

A good rally is promising, but orders are king. Are there substantial, ongoing major clients? Are orders recurring or one-off? These factors determine whether the stock can sustain its upward momentum.

Companies like HeChun and TECO remain stable because they have strong customer bases (TSMC, UMC, Hon Hai) and guaranteed order continuity.

Risks of Investing in Robotics Stocks

Robotics stocks indeed offer investment opportunities, but risks should not be overlooked.

Technology iteration risk

Robotics technology evolves rapidly, especially when combined with AI. Companies that fail to innovate continuously may quickly lose market share. Investors need to closely monitor a company’s R&D capabilities and market adaptability.

Policy risk

Government policies supporting the robotics industry vary across countries, directly impacting company development. For example, changes in the labor market—rapid adoption of robotics may disrupt local labor forces, and regulators could introduce new restrictions or incentives at any time. Investors should adjust their positions flexibly and promptly.

Market saturation risk

As more companies enter the robotics arena, competition intensifies. Firms lacking clear technological advantages or customer stickiness face significant stock price correction risks.

Valuation risk

Current robotics stocks have already experienced substantial gains, with valuations rising accordingly. Investors chasing high prices should be cautious and consider whether current prices fully reflect the company’s growth potential.

Final Words

By 2025, robotics stocks are truly at the forefront—whether it’s Taiwan’s Delta, Chroma, TECO, or US giants like Palantir, AeroVironment, AMD, all are benefiting from industry growth.

But investing is always about balance. High growth means high risk; soaring prices imply high valuations. When selecting robotics stocks, it’s crucial to identify industry trends, scrutinize company fundamentals, and control entry prices. Companies with genuine market demand, substantial R&D investment, and stable customer orders are the best long-term investment targets.