core-components

#core-components

@yijiangren: The robotics sector is never just about humanoid robots (nine primary sectors). The three major U.S. stock sectors: 240,000 views. Photonics: 80,000 views. The primary domain under photonics: nearly 30,000 views. Taking advantage of $MU's earnings call, the CEO of MU made several predictions: 1. The memory demand cycle driven by humanoid robots will last for decades. 2. Humanoid robots will require about ten times the memory of today's L2+ autonomous vehicles. 3. This wave of demand will begin before the end of this decade.

X AI KOLs Following ↗ · 2026-06-25 Cached

This article provides an in-depth analysis of the nine primary sectors of the robotics industry, including AI brains, humanoid robots, industrial robots, core components, vision sensors, warehousing and logistics, medical robots, agricultural engineering, and defense unmanned systems, emphasizing that robotics investment should focus on commercial scenarios and core industry chain links rather than solely on humanoid robots.

0 favorites 0 likes

core-components

Submit Feedback