Which robot concept stocks have the most investment potential? Selected leading stocks in Taiwan and U.S. markets for 2025

As AI technology breakthroughs and the global automation wave continue, robotics concept stocks are attracting significant investor attention. However, the market offers a wide array of robotics stocks, from industrial automation equipment to humanoid robot applications, with vastly different growth potentials and risks. For investors, accurately selecting among numerous robotics stocks directly impacts whether they can seize this technological advancement investment opportunity. This article provides an in-depth overview of leading robotics concept stocks in Taiwan and the U.S., helping investors identify truly worthwhile targets.

Current State of the Robotics Industry: Why Robotics Concept Stocks Are Worth Investing In

The robotics industry is in a rapid expansion phase. Traditional industrial robots are well-established, but with AI integration, new applications such as collaborative robots, autonomous mobile robots (AMRs), and humanoid robots are emerging continuously. Governments worldwide face aging populations, leading to increasing demand for medical and care automation robots; manufacturing upgrades also create numerous opportunities for factory automation transformations.

This is why robotics concept stocks have maintained strong upward momentum since late 2024. Unlike traditional tech stocks that rely mainly on single-product innovation, robotics stocks involve the entire industry ecosystem—from upstream core components (motors, controllers, drive systems), to midstream system integration and software development, and downstream application services—forming a complete industry chain. This multi-layered structure allows robotics stocks to generate growth drivers across different economic cycles.

Overview of Major Taiwan Robotics Concept Stocks: Who Are the Top Five Worth Watching

Taiwan’s strong foundation in precision manufacturing and electronics has led to many high-quality robotics concept stocks. Based on their performance throughout 2025, the following five companies are most worth in-depth research:

Delta Electronics (2308.TW): The Transformation of the Automation Leader

Delta Electronics is undoubtedly a flagship in Taiwan’s robotics concept stocks. Since entering automation in 1995, the company has established 20 manufacturing bases worldwide, with thousands of production lines. These in-house factories serve as perfect testing grounds for Delta’s automation and robot technologies, giving the company a deeper understanding of real industrial needs than competitors.

Looking at 2025 financials, Delta’s quarterly net profit exceeded NT$18.6 billion, a 50% increase year-over-year; in the first three quarters, net profit surpassed NT$42.7 billion, with EPS over NT$16. Entering Q4, revenue again hit a record high of over NT$57.3 billion, nearly 50% growth year-over-year. Behind these impressive figures is strong demand for high-end power supplies driven by AI data centers and energy transition.

More notably, Delta is accelerating its transformation into a system integrator, planning to launch new AI server power supplies and liquid cooling solutions in the second half of 2025. These product lines directly address the current hot AI computing hardware needs, laying a solid foundation for future growth.

Chroma (2360.TW): The Hidden Champion’s Core Value

Chroma Electronics does not produce robots directly but is an indispensable behind-the-scenes player in the industry. As a global leader in precision measurement and automation testing equipment, Chroma focuses on providing high-precision testing solutions for robot core components and complete machine assembly, accumulating over 30 years of technical expertise.

Chroma’s performance in the first three quarters of 2025 is remarkable: gross margin approaching 60%, quarterly net profit of NT$5.066 billion, a 1.59-fold increase quarter-over-quarter; total net profit for the first three quarters NT$9.142 billion, EPS NT$21.67, already surpassing last year’s full-year profit. Testing and automation inspection equipment revenue in Q3 reached NT$3.011 billion, up 74% year-over-year. These figures indicate that as the industry expands and upgrades, demand for high-end testing equipment is exploding.

Future growth drivers for Chroma will focus on power electronics measurement and semiconductor testing equipment—two fields supporting the entire ecosystem of robotics, automation, and AI hardware manufacturing.

TECO (1504.TW): New Opportunities in Power Systems

Founded in 1966, TECO has over half a century of development, becoming a key supplier in global industrial power and automation sectors. In robotics, TECO’s core strengths lie in motor drive technology and intelligent system integration. The company offers comprehensive solutions from motors, drives, to controllers, continuously developing higher-precision, higher-torque high-end motors to meet the demanding performance requirements of collaborative robots.

Through its “Factory Automation” division, TECO provides robotic arms, autonomous mobile robots (AMRs), and integrated production line planning services, with real-world applications in warehousing, logistics, and semiconductor manufacturing. Notably, TECO combines energy management systems with the TECO GOOG cloud platform to enable remote intelligent monitoring and energy optimization of robot equipment, aligning with global energy-saving and carbon reduction trends.

In Q3 2025, TECO’s net profit attributable to the parent reached NT$1.593 billion, with cumulative net profit over NT$4.189 billion in the first three quarters; gross margin and operating margin increased to 24.44% and 11.23%, respectively. The company states that collaboration with Hon Hai will focus on the Taiwanese market from 2026, with energy-saving upgrades of existing factories expected to contribute to revenue growth.

HeChun Technology (6215.TW): The Expert in Robot Components

HeChun Technology has specialized in automation for over 40 years, developing and manufacturing key robot components across industries such as 3C, medical, and aerospace. Its broad customer base—including TSMC, UMC, and Hon Hai—enhances business stability and risk resilience.

As a rising star among robotics concept stocks, HeChun’s performance in the first half of 2025 was outstanding, with revenue increasing over 70% year-over-year to NT$1.09 billion. In 2023, the company launched its “Second Growth Curve” strategy, establishing a dedicated robotics division in 2023 and launching modular solutions. By integrating key robotics technologies from China, Japan, Germany, and the U.S., HeChun has built a comprehensive solution capability. Management expects strong growth momentum to continue over the next 2-3 years, with full-year revenue and profit reaching double digits.

NexCOBOT (8234.TW): Leader in Robot Control Systems

NexCOBOT, a subsidiary of ShinHwa Group, has over ten years of R&D experience in robot controllers, being one of the few in Taiwan offering open-standard controllers supporting various robot configurations. It is the first Taiwanese company to obtain “robot function safety certification” via a modular platform, and in August 2025, launched an AI module for humanoid robots in collaboration with NVIDIA.

NexCOBOT’s modular solutions—including robot controllers, safety control platforms, AI edge computing, and mobile robot kits—assist clients in efficiently developing intelligent robot systems. Despite current market demand slowdown, NexCOBOT remains optimistic about future growth through its robotics layout.

Core Criteria for Selecting Taiwan Robotics Concept Stocks

Choosing robotics concept stocks should not be based solely on short-term gains or price surges. Investors should establish a systematic evaluation framework:

Market Demand Certainty

First, assess whether the target company’s served markets have long-term, confirmed demand. For example, the global humanoid robot market is projected by TrendForce to surpass US$2 billion by 2027, with a CAGR of 154% from 2024 to 2027. Such market outlooks guide investors to focus on companies developing humanoid robots or integrated into the humanoid robot supply chain.

Continuous Investment in Innovation

Robotics is one of the fastest-evolving sectors; companies that cannot sustain innovation risk being eliminated. When analyzing financials, pay close attention to changes in “Investment Cash Flow (CFI).” For instance, Delta has significantly increased R&D cash flow since 2021, maintaining high levels, reflecting a strong emphasis on R&D and technological innovation. Prioritize companies with “high or rising CFI over the past five years.”

Financial Stability and Profitability

While growth potential is high, financial health remains crucial. Focus on core indicators like gross margin, operating margin, and EPS, preferring companies that are profitable and improving profitability. Chroma’s nearly 60% gross margin and Delta’s over 50% net profit growth are strong financial advantages.

U.S. Robotics Concept Stocks: New Opportunities in the AI Era

Beyond Taiwan, the U.S. market’s robotics stocks are also noteworthy. As the world’s largest stock market, Nasdaq hosts many of the most advanced and well-funded robotics companies globally.

Palantir (PLTR): Big Data and AI Software Platform

Palantir leads in big data analytics and AI software, securing major contracts in defense for autonomous systems. Since the start of the year, its stock has surged over 140%, making it a star among U.S. robotics stocks. Its core value lies in providing intelligent decision-making and data fusion platforms for complex robotic systems.

AeroVironment (AVAV): Drones and Autonomous Robots

AeroVironment specializes in developing and manufacturing drone systems and autonomous robots, with leadership positions in defense and commercial sectors. Since the beginning of the year, its stock has risen over 80%, reflecting increasing market demand for autonomous systems.

AMD (AMD): High-Performance Computing Hardware

By 2025, AMD has established a complete robotics technology matrix, with high-performance computing hardware powering robots, AI edge computing, and more. Its stock has also gained over 80% this year, demonstrating strong market demand for AI computing chips.

Risks and Opportunities in Investing in Robotics Stocks: How to Avoid Pitfalls

The appeal of robotics stocks lies in their representation of future technological development and enormous growth potential. Lucky investors may even find stocks that multiply tenfold or hundredfold. However, risks must be acknowledged.

Technology Iteration Risks

Robotics and AI evolve rapidly; companies unable to sustain R&D advantages risk falling behind. Investors should closely monitor R&D investment, patent applications, and product innovation indicators.

Policy Risks

Government policies supporting robotics vary by country and can change as the industry matures. The impact on labor markets may trigger regulatory adjustments. Investors should stay updated on policy trends and adjust positions accordingly.

Market Competition Risks

The attractiveness of robotics has attracted many domestic and international players, intensifying competition. Continuous monitoring of market share, customer loyalty, and pricing power is essential.

Investment Recommendations

For those interested in robotics stocks, a layered investment approach is advised: core holdings in financially stable, technologically advanced leaders (e.g., Delta, Chroma); moderate allocations to high-growth companies (e.g., HeChun, NexCOBOT) to participate in industry upgrades; and small positions in U.S. stocks (e.g., Palantir, AeroVironment) to tap into global AI and autonomous system opportunities. Set reasonable stop-loss points and avoid chasing short-term surges; base investment decisions on fundamentals and industry outlooks.