Which 2025 robot concept stocks are the most worth investing in? These leading robotic arm stocks are surging fiercely.

The robotics industry is becoming the hottest investment track by 2025. From the beginning of the year to now, US stocks like Palantir have surged over 140%, AeroVironment has increased over 80%, and AMD has soared more than 83%; in the Taiwan stock market, Delta Electronics has achieved an astonishing 132.85% increase. Driven by the AI wave, the entire robotics sector is experiencing a “limit-up trend.”

So, the question is—With so many listed companies related to robotic arms, how should investors choose? Which stocks are truly worth deploying?

Industry Hotspot Has Arrived: Why Are Robotics Concept Stocks So Popular?

The robotics industry is not a new concept, but why has it suddenly become a market darling this year? Simply put, there are three main drivers:

First, breakthroughs in AI technology have led to explosive application scenarios. Whether it’s industrial robotic arms, collaborative robots, or humanoid robots, all require advanced AI empowerment behind them.

Second, the global aging population is accelerating, and new application fields such as surgical robots and eldercare robots are growing rapidly. Just for humanoid robots, TrendForce estimates that by 2027, the market size could exceed $2 billion, with a compound annual growth rate (CAGR) of 154% from 2024 to 2027.

Third, the upgrade and iteration of manufacturing are accelerating. Countries are promoting “Industry 4.0,” and automation transformation has become a necessity, creating a huge market space for industrial robotic arms and automation solution providers.

Leading Taiwanese Robotics Companies: What Do Their Financial Reports Say?

Delta Electronics (2308)—The True Performance Behind the 132.85% Surge

Delta Electronics is arguably this year’s biggest winner. Since entering automation in 1995, it has become a key player in the global industrial robot ecosystem, with 20 manufacturing bases worldwide.

Looking at its financials explains why the stock has surged so dramatically:

In Q3, net profit after tax exceeded NT$18.6 billion, a 50% increase year-over-year, with EPS surpassing NT$7, setting a quarterly record high. The cumulative net profit for the first three quarters exceeded NT$42.7 billion, with EPS over NT$16.

Entering Q4, the company’s October revenue hit a new record of over NT$57.3 billion, nearly 50% year-over-year growth. Cumulative revenue for the first ten months surpassed NT$450.6 billion. Behind this achievement are strong drivers from AI data centers and energy transition trends.

More critically, Delta is accelerating its transformation into a system integration leader, planning to launch new products such as AI server power supplies and liquid cooling solutions in the second half of 2025, further consolidating its leadership in high-end technology markets.

Chih-Mau (2360)—Hidden Opportunities in Testing Equipment Leaders

Chih-Mau Electronics may not directly produce robotic arms, but it is an indispensable part of the robotics supply chain. As a global leader in precision measurement and automated inspection equipment, the company provides comprehensive testing solutions for core robot components and complete machine assembly.

Its financial performance is also impressive: EPS for the first three quarters of 2025 more than doubled, with gross margin approaching 60%. In Q3, net profit after tax reached NT$5.066 billion, a 1.59-fold increase quarter-over-quarter, with EPS of NT$11.99. The first three quarters’ net profit totaled NT$9.142 billion, with EPS of NT$21.67, already surpassing last year’s full-year level.

In terms of business, Q3 revenue from measurement and automated inspection equipment was NT$3.011 billion, up 74% year-over-year; semiconductor testing solutions revenue was NT$2.092 billion, up 15%. The company expects to achieve double-digit growth for the full year and set new records.

As the robotics industry continues to upgrade and expand production, demand for high-end testing equipment from Chih-Mau is expected to further grow, which is a key reason for its strong stock performance.

Tatung (1504)—The Hidden Champion in Motor Drive Technology

Founded in 1966, Tatung is an important global supplier in industrial power and automation fields, and a core provider of robotic arm drive systems. Its strength lies in a deep understanding of actual factory needs.

In the robotics sector, Tatung focuses on two areas: motor drive technology and intelligent system integration. The company offers complete solutions from motors, drives, to controllers, and continuously develops higher-precision, higher-torque, and more energy-efficient high-end motors.

Through its “Factory Automation” division, Tatung has successfully applied robotic arms, autonomous mobile robots (AMRs), and overall production line planning in warehousing logistics and semiconductor manufacturing. It also integrates energy management systems and cloud platforms to enable remote monitoring and energy consumption optimization of robot equipment.

In Q3, Tatung’s net profit attributable to shareholders was NT$1.593 billion, a nearly 10% increase from the previous quarter; cumulative net profit for the first three quarters was NT$4.189 billion, with EPS of NT$1.98. Gross margin and operating margin both improved to 24.44% and 11.23%, respectively, reflecting ongoing profit structure improvements.

Looking ahead, Tatung’s collaboration with Hon Hai (Foxconn) will focus on the Taiwanese market starting next year, with energy-saving upgrades for old factories leading revenue contributions, and US data center business expected to gradually show results by 2027.

Hechun Technology (6215)—The Hidden Leader in Key Robot Components

Hechun Technology has over 40 years of experience in automation industry R&D and manufacturing. Its key robotic arm components are widely used in 3C, medical, aerospace, and other industries. Its clients include TSMC, UMC, Foxconn, and other major manufacturers, demonstrating strong risk resistance.

In the first half of 2025, Hechun’s revenue grew significantly by over 70% year-over-year, reaching NT$1.09 billion. In 2023, the company launched a second growth curve strategy, establishing a dedicated robotics division in 2025, offering highly flexible modular solutions.

By integrating key robotic arm technologies from China, Japan, Germany, and the US, 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 core profits reaching double digits, and gross margin outperforming last year.

Shinhan (8234)—The Technological Leader in Robot Controllers

Shinhan Group’s subsidiary, Chuangbo, has accumulated over ten years of R&D experience in robot controllers and is one of the few market players offering open-standard controllers supporting various robotic arm configurations.

As Taiwan’s first company to obtain “Robot Functional Safety Certification” through a modular platform, Chuangbo has partnered with NVIDIA to launch humanoid robot AI modules, officially released in August this year. The company provides complete modular solutions including robot controllers, safety control platforms, AI edge computing schemes, and mobile robot kits.

US Stock Robotics Concept Stocks: Defense Sector Becomes a New Battlefield

The Nasdaq hosts the world’s largest and most technologically advanced robotics concept stocks. Especially in the defense sector, the potential of robotic arms and autonomous systems is showing great promise.

Palantir (PLTR) has surged over 140% year-to-date, benefiting from its leading position in big data analysis and AI software platforms, securing multiple large autonomous system contracts.

AeroVironment (AVAV) has increased over 80% year-to-date, with its unmanned aerial vehicle (UAV) systems and autonomous robotic arm hardware shining in defense procurement.

AMD (AMD) has risen over 83% year-to-date, with high-performance computing hardware being a core component supporting AI computation and robotic control systems.

How to Pick True Winners in Robotics Concept Stocks?

First Tip: Look at Market Demand Breadth

The broader the application fields of robotics, the greater the market demand, and the higher the company’s growth potential. Companies already integrated into humanoid robot supply chains or developing related products should be key focus points for investors.

Second Tip: Focus on R&D Investment

The pace of iteration in the robotics industry is rapid. Companies that cannot maintain excellent innovation speed risk being eliminated. When reading financial reports, pay attention to whether the company allocates sufficient cash flow to R&D, especially those with high or increasing R&D cash flow over the past five years.

For example, Delta Electronics significantly increased its investment cash flow after 2021, demonstrating a strong emphasis on R&D and technological innovation, which explains its long-term leadership in the robotic arm industry.

Third Tip: Monitor Industry Policies and Regulatory Trends

Government policies supporting the robotics industry vary across countries, directly affecting company development. Additionally, the rapid proliferation of robotic arm technology will impact the labor market. Investors should closely follow regulatory changes to adjust their positions promptly and flexibly.

Opportunities and Risks in Investing in Robotics Concept Stocks

Opportunities: The robotics sector represents the future of technological development with huge growth potential. Participating in such investments is akin to sharing the high growth brought by future technological advances. Lucky investors may discover stocks that multiply tenfold or even hundredfold.

Risks: The development and iteration speed of robotic arm technology is very fast, especially when combined with AI, requiring investors to closely monitor companies’ R&D capabilities and market adaptability. Moreover, government support policies differ across countries, which also warrants real-time attention.

In summary, investing in robotics concept stocks in 2025 hinges on identifying companies with both market demand support and continuous technological innovation. Leading Taiwanese firms like Delta, Chih-Mau, Tatung, Hechun, and Shinhan, as well as US stocks like Palantir, AeroVironment, and AMD, are all worth further research.