Summary of AI x Robotics Related Stocks (U.S. & Japan Stocks)

This site is a great place for me (@mifsee(2) has been working on company and stock analysis while learning privately.

This is only a record of my personal analysis and the contents may contain errors or information that differs from the actual situation. Please understand in advance when viewing this site.

▼An audio-converted podcast version by AI can be found here. (Play on Spotify)

Introduction.

The convergence of artificial intelligence (AI) and robotics has the potential to transform all industries, including manufacturing, healthcare, logistics, and services, as a core innovation of the fourth industrial revolution.

Against the backdrop of the accelerating evolution of AI technology, AI-equipped robots are becoming more than just automation tools; they are increasing their ability to autonomously recognize and learn their environment and perform complex tasks.

Here we introduce AI robotics-related stocks that are expected to grow in the future, organized by sector.

In my own selection of stocks related to AI robotics, I have picked out stocks that I would like to focus on because of their advanced technology and high growth potential.

Note that very large global tech companies such as NVIDIA, Google, and Amazon were excluded from the scope of this study.

Why is AI Robotics attracting attention now?

There are several powerful factors behind the current interest in AI robotics.

Dramatic Evolution of AI Technology

Advances in deep learning and reinforcement learning have dramatically improved the level of recognition, reasoning, and behavioral control of robots. The era has arrived where AI-equipped robots can autonomously perform complex tasks that were previously only possible by humans.

Growing labor shortage

As the birthrate declines and the population ages, chronic labor shortages are becoming apparent in manufacturing, logistics, medical care, agriculture, and other fields. The use of AI robotics is rapidly being called for as a complement to this labor shortage.

Demand for a contactless society

The pandemic triggered demand for contactless services, and the market for cleaning robots, delivery robots, and telemedicine robots grew rapidly. AI robotics has also become indispensable in the context of infectious disease control.

Advances in Cloud Edge Computing

The development of cloud technology, which enables massive data processing in real time, and edge computing technology, which enables immediate processing in the field, has dramatically increased the autonomy and speed of robots.
This is beginning to lead to the proliferation of robotics solutions that enable more sophisticated decisions and actions.

Boost through funding and institutional support

Growth capital is flowing into the AI robotics area from many directions, including government innovation support measures, DX investment by private companies, and ample funding from venture capital firms.
Institutional and financial support is also accelerating the speed of growth of the industry as a whole.

What is the overall AI robotics market size and growth forecast?

Key takeaways on the projected future growth of the AI robotics industry include

Current market size

The AI robotics market size as of 2023 is estimated to be roughly $12.7 billion. The market is now in the stage of full-scale transition to the practical application phase, with its introduction in diverse fields such as manufacturing, logistics, medical care, agriculture, and service industries.

Especially in the manufacturing industry, AI robots are being actively deployed in processes such as quality control, assembly, and inspection, driving the overall industrial robot market.

Future Growth Projections

According to an analysis by a market research firm, the AI robotics market is expected to reach $124.7 billion by 2030.

The sector is expected to grow at an extremely high compound annual growth rate (CAGR) of over 38%, making it one of the fastest expanding sectors in the AI field.

In addition to improvements in AI algorithm performance and advances in robotics technology, governments' policies to promote automation and companies' needs to improve productivity have had a strong influence on the background.

Areas of Focus Driving Growth

Growth is expected not only in the manufacturing industry, but also in diverse applications such as medical robotics, autonomous robots for agriculture, service robots, and military/defense robotics. In the medical field in particular, demand for surgical support robots and nursing care support robots is growing rapidly.

Another area of focus is the personal robotics market, which is expected to reach $3.9 billion in size by 2025 and grow to almost double that amount to $7.7 billion by 2030.

The AI robotics market is characterized not only by its expanding scale but also by its clear structural growth drivers. As a growth theme rooted in social issues (labor shortages, increasing healthcare burden) that are not easily affected by short-term economic fluctuations, this field is highly attractive as a stable investment target over the medium to long term.

What are the main trends and emerging areas of AI robotics?

Acceleration of humanoid robot development

While traditional industrial robots have specialized in specific tasks, recent years have seen an acceleration in the development of humanoid robots with human-like shapes and movements, with projects such as Tesla's Optimus and Figure AI's Figure 01 aiming for general-purpose tasks.

These humanoids are expected to complement and replace human labor in distribution warehouses, manufacturing plants, retail, and nursing homes.

Autonomous Mobile Robot (AMR) Expansion

Autonomous mobile robots (AMR) are rapidly being introduced to handle intra-warehouse transport, intra-facility delivery, and intra-plant logistics. Unlike conventional fixed-route AGVs (Automated Guided Vehicles), AMRs can recognize their environment in real time and determine the best route to take on their own.

Combined with the rapid increase in logistics demand due to the expansion of e-commerce, the AMR market is experiencing explosive growth.

AI and Robotics Cloud Connectivity

Cloud robotics, in which robots operate not only on their own intelligence but also in conjunction with an AI platform in the cloud, is becoming increasingly practical. It is now possible for multiple robots to share information via the cloud and perform highly coordinated control such that they behave optimally as a swarm.

This makes complex task processing beyond the capabilities of a single robot a reality.

Widespread use of compact, low-cost robotics

Robots are rapidly becoming smaller and less costly, and products that can be easily introduced by small and medium-sized companies and individual users are appearing one after another. In the agricultural field, for example, small autonomous robots have been developed that are suitable for small-lot, multi-product cultivation, contributing to increased work efficiency.

In the home, the market for small AI robots is expanding to meet diverse needs such as cleaning, security, monitoring, and education.

Evolution of Soft Robotics and Biomimetic Technology

Soft robotics technology is growing rapidly in fields that require delicate and flexible movements, which were difficult with conventional hard metal robots. Applications are expanding in medical, food processing, agriculture, and other fields where soft objects are handled.

Research on biomimetic robots that mimic animal and human body structures is also advancing, accelerating the development of robots with more natural movements and adaptability.

Advanced self-learning and self-optimization by AI

Remarkable progress has also been made in "self-learning" and "self-optimization" technologies, in which robots learn from experience and acquire optimal behavior on their own. In particular, "Sim2Real" technology, which links simulation and real environments, is evolving, and robots that have learned a great deal in virtual space are now able to produce immediate results in the real world.

This has dramatically increased the speed and versatility of robot development.

Robot software-related stocks (U.S. stocks)

Robot software-related refers to the technical field of developing and providing AI platforms and control systems necessary for robots to operate and make decisions autonomously.

Palladyne AI (Palladyne AI Corp) [PDYN].

Corporate Strengths and Characteristics

paradyne AIis a company specializing in the development of AI software platforms for next-generation robotics. The company is particularly unique in that it provides operating systems (OS) for industrial robots and autonomous mobile robots (AMR) that enable advanced recognition, decision making, and optimal behavior.

The company's software is designed to enable robots to understand their environment in real time and act flexibly according to the situation, and is being used in a wide variety of fields, including logistics, manufacturing, medicine, and agriculture. The software can also be linked to a cloud-based management system to enable coordinated operation and remote control of multiple robots.

Another strength of Paradyne is its open API for third-party developers, which facilitates the development of proprietary robotics applications.

Reasons for Attracting Attention

Paradyne is attracting attention as the "brain" part of the robotics industry. The company offers a versatile platform that is not dependent on hardware, and is expanding its collaboration with various robot manufacturers.

In addition, its AI-based self-learning function and cloud linkage as standard features put it in a position to hold essential infrastructure in the era of smart robotics, which will become mainstream in the future. Growth expectations are extremely high, driven by global trends such as logistics automation and the shift to smart factories in the manufacturing industry.

Palladyne AI (PDYN): Future Prospects and Stock Price Outlook - MiFsee

In recent years, the evolution of artificial intelligence (AI) and robotics technologies has accelerated and industrial automation has progressed rapidly.

mifsee.com

Mobilicom Limited [MOB].

Corporate Strengths and Characteristics

Mobilicom is a provider of communication and control solutions with built-in cybersecurity for commercial and military drones, unmanned ground vehicles (UGVs), and robotics systems. The company is particularly strong in its product line that combines AI-based command and control (C2) software with encrypted communication systems.

The company's technology is designed to provide stable communications even in mission-critical situations and is adapted for operation in extreme environments, such as military drones, rescue robots, and industrial UAVs. The company also has a software platform with high defense against cyber threats, contributing to enhanced security for robotics operations.

Mobilicom is differentiated from its competitors in that it designs self-contained systems that can function in remote and battlefield environments where communication infrastructure is difficult to maintain.

Reasons for Attracting Attention

As the importance of cybersecurity rapidly increases with the spread of drones and robotics, Mobilicom is attracting attention as one of the few players that can provide communication, control, and defense in one integrated package.

In particular, growing demand in the military and defense markets is a growth driver, and the company's solutions are beginning to be adopted by many defense agencies and commercial drone manufacturers. Furthermore, in the commercial sector, the company's solutions are being adopted for a variety of applications, including logistics, automated driving, and critical infrastructure monitoring, and have the potential to directly lead to market expansion in the future.

PTC Inc. [PTC] [PTC

Corporate Strengths and Characteristics

PTC is a provider of product lifecycle management (PLM), Internet of Things (IoT), and augmented reality (AR) solutions for industrial equipment and robotics. In particular, PTC has a proven track record of building software platforms that enable centralized digital management of the design, manufacturing, operation, and maintenance phases in manufacturing and robotics development sites.

The company's flagship platform, ThingWorx, has been widely adopted as an IoT solution for real-time monitoring of the operating status of robots and industrial machinery, detecting abnormalities and performing preventive maintenance. The company also offers remote assistance and training systems that utilize AR technology, contributing to improved efficiency and safety of on-site work in the robotics field.

In addition, the company also offers the "Creo" series of CAD software, which is unique in that it provides integrated solutions covering a wide range of areas from robot design to simulation and manufacturing processes.

Reasons for Attracting Attention

PTC is strongly promoting the "Digital Thread" concept, which digitally connects the entire robot development and operation cycle. This approach is extremely compatible with the Smart Factory and Industry 4.0 trends and is considered an essential element in the future transformation of the manufacturing and robotics sectors.

Furthermore, due to its strong platform orientation that enables flexible integration of new technologies such as IoT and AR into existing infrastructures, PTC is receiving increasing inquiries not only from robot manufacturers but also from a wide range of industrial sectors. In the fast-growing smart manufacturing market, PTC's presence is expected to increase further in the future.

AI x RPA related stocks

AI x RPA-related refers to a technological area that uses artificial intelligence (AI) to further advance traditional robotic process automation (RPA) to automate and optimize more complex business processes.

Pegasystems Inc. [PEGA

Corporate Strengths and Characteristics

Pegasystems is a software company that provides business process automation, customer relationship management (CRM), and decision management for businesses. The company is particularly strong in advanced robotic process automation (RPA) solutions that combine AI and rule-based automation.

The company's platform, Pega Infinity, provides consistent support for workflow design, execution, and optimization, and is equipped with a mechanism that uses AI to derive optimal decisions and actions in real time. This enables not only the automation of routine tasks, but also the automation of complex decision-making processes, which is a major differentiating factor between the company and its competitors.

It also includes a "low-code development" function that enables rapid modification and adaptation of processes in response to changes in business operations, greatly increasing flexibility on the part of the company introducing the system.

Reasons for Attracting Attention

Pegasystems is leading the market not in the simple RPA market, but in the value-added area of "intelligent automation. This has allowed the company to differentiate itself from conventional RPA vendors, and inquiries from high-value-added industries such as finance, telecommunications, insurance, and healthcare are increasing.

Furthermore, the company has been quick to address next-generation automation using generative AI, and is realizing autonomous business execution by AI in areas such as process design, document processing, and decision support. As an accelerator of corporate digital transformation, demand is expected to increase further in the future.

Rockwell Automation, Inc. [ROK] (Japan)

Corporate Strengths and Characteristics

Rockwell Automation is one of the largest U.S. companies specializing in industrial automation and information solutions. The company provides control systems, software, sensors, and motor control equipment for factory production lines and industrial plants, playing a central role in smart manufacturing.

The company's strength is that its solutions are not limited to the automation of individual pieces of equipment, but function as an intelligent platform linking the entire manufacturing process, and its AI-based predictive maintenance system and analytics functions for real-time production optimization are also highly regarded.

In addition, through the acquisition of Plex Systems, Rockwell is strengthening its expansion into the area of cloud-based manufacturing execution systems (MES), establishing a structure for providing integrated solutions that make the entire factory smarter.

Reasons for Attracting Attention

Rockwell Automation is attracting attention as a company that directly addresses the digital transformation needs of the manufacturing industry. In particular, the company's intelligent automation technology has become indispensable infrastructure as it promotes its "Smart Factory" concept that combines IoT, AI, and RPA.

In addition, demand for Rockwell's advanced automation technology is steadily growing against the backdrop of a global manpower shortage and increasing demand for improved production efficiency, and as a company that supports the transition to a new generation of AI-based automation, the company has high growth expectations for the future.

UiPath, Inc. [PATH

Corporate Strengths and Characteristics

UIpasis one of the world's largest robotic process automation (RPA) platforms. Originally specializing in the automation of routine tasks, the company has now evolved into the "intelligent automation" domain, incorporating AI technology.

The company's platform is designed to support a series of cycles of business process discovery, development, management, operation, and optimization in a single integrated manner, offering high flexibility and scalability for enterprise companies. A particular strength of the platform is its ability to realize multi-layered automation, including functions linked to document processing AI, process mining, task mining, and generative AI.

Furthermore, the robot comes standard with a low-code and no-code development environment, making it easy for non-IT engineers in charge of operations to build and manage the robot, making the hurdles to introduction extremely low.

Reasons for Attracting Attention

UiPass is not just an RPA company, but is attracting attention for its evolution into a "business automation platform" company that autonomously optimizes a company's entire operations. The company has also been quick to respond to the area of automation using generative AI, and has developed process construction using natural language and work support functions using AI assistants.

In addition to cost reductions, UiPass is becoming indispensable for the promotion of corporate DX (Digital Transformation), as it can simultaneously realize benefits such as increased work speed and improved employee experience. As AI and RPA continue to merge, the UiPass platform is likely to become the standard infrastructure for many more companies in the future.

UiPath (PATH): RPA and AI Future Growth and Stock Outlook - MiFsee

The development of AI has led to the expansion of infrastructure such as semiconductors and servers. This progress is entering a critical phase for the spread of AI services and their application to business and everyday life.

mifsee.com

Logistics Robot Related Stocks

Logistics robotics-related refers to robotics technology that supports the efficiency and optimization of the entire logistics process by automating tasks such as transport, sorting, and inventory control in warehouses.

Serve Robotics, Inc.

Corporate Strengths and Characteristics

Saab Robotics is a company specializing in the development and operation of autonomous robots for last-mile deliveries. Using small, friendly designed autonomous robots, the company is developing unmanned solutions for short distance deliveries in urban areas and on university campuses.

The company's robots are designed to safely travel on sidewalks and are equipped with an advanced AI navigation system that can recognize and avoid surrounding pedestrians and obstacles in real time. Furthermore, the robot is equipped with a system that uses machine learning to autonomously learn optimal routes from operational data to improve delivery efficiency.

Another major strength of the company is that it has already advanced to the commercialization phase, having worked with several major food delivery platforms, including a partnership with Uber Eats.

Reasons for Attracting Attention

Improving the efficiency of last-mile delivery is one of the most important issues in the logistics industry, and Saab Robotics' autonomous delivery robots are precisely meeting this need. Saab Robotics' autonomous delivery robots are highly regarded for their ability to provide effective solutions to issues such as driver shortages and rising delivery costs.

It is also attracting attention as a new form of urban mobility and as a means to reduce the environmental burden, and if regulations are improved, the expansion of its use may accelerate dramatically. As a candidate to play a leading role in the next logistics revolution, there are high expectations for its future trends.

Symbotic Inc. [SYM].

Corporate Strengths and Characteristics

symbolicis a provider of AI-controlled automated robotics systems for warehouses and distribution centers. The company combines proprietary autonomous robots with advanced AI software to create an integrated platform that streamlines the entire warehouse operation, including inventory control, sorting, picking, and shipping preparation.

Unlike simple conventional automation, the company's system is characterized by its ability to determine and execute optimal stacking, storage, and retrieval in real time according to product size and shape. The system is designed to maximize both space efficiency and work speed at the same time, with highly optimized cooperative behavior among robots.

The company has a strong track record of partnerships with the world's leading retail and logistics companies, including a major contract with Wal-Mart, and has strong credibility backed by operational capabilities on a practical scale.

Reasons for Attracting Attention

Against the backdrop of the rapid growth of the e-commerce market, the need for warehouse automation is at an all-time high. In this context, Symbolic is rapidly increasing its presence as one of the few companies that can provide full-stack solutions that can optimize the entire warehouse at once, rather than merely partial optimization.

The company's software-driven system architecture also offers excellent customizability and scalability, and its strength lies in its ability to flexibly respond to the needs of each company that implements it. As a core company responsible for building the next-generation infrastructure for the logistics industry, there are high expectations for the company's future growth.

Symbotic (SYM): Future Prospects and Stock Price Outlook - MiFsee

As a provider of warehouse automation solutions using AI technology and autonomous robotics, Symbotic is a leader in innovation in the logistics industry.

mifsee.com

Industrial and commercial robots

Industrial and commercial robotics-related refers to robotics technology introduced to achieve operational efficiency and automation not only in the manufacturing industry, but also in a wide range of fields such as logistics, medical, construction, and service industries.

Teradyne, Inc.

Corporate Strengths and Characteristics

Teradyne is a company known worldwide for its semiconductor test equipment and industrial automation equipment. In recent years, the company has been actively expanding into the field of industrial robotics, and has a particularly large presence in the cooperative robot (cobot) market.

The company owns Universal Robots, a pioneer in collaborative robotics, and offers solutions that allow humans and robots to work together safely. This facilitates the introduction of robots not only in large factories, but also in small and medium-sized manufacturing companies, and serves to increase the flexibility and efficiency of production lines.

The company has also added Mobile Industrial Robots (MiR), a mobile robotics company, to its group and is expanding into autonomous transport solutions in factories, building a broad portfolio across the entire industrial robotics domain.

Reasons for Attracting Attention

In the industrial robotics market, Teradyne is in a position to respond to the strong societal demand to address labor shortages and the need for more flexible manufacturing lines and labor savings. In particular, cooperative robots are considered a field with tremendous room for future growth due to their lower installation costs and greater adaptability to diverse work environments compared to conventional large robots.

The company is also a world leader in semiconductor inspection equipment, and its ability to simultaneously benefit from the expansion of the semiconductor market is a major attraction for investors. As a growth company that can capitalize on both industrial automation and technological evolution, the company is attracting long-term attention.

Lincoln Electric Holdings, Inc.

Corporate Strengths and Characteristics

LEECO Corporation is a world-renowned company in the fields of welding equipment, welding automation solutions, and industrial robotics. The company has particularly strong technical capabilities and a long track record in the field of arc welding, and its products are used in a wide range of industries, including manufacturing, construction, and the energy industry.

In recent years, the company has focused on developing automated welding systems that combine AI and robotics technologies. This has enabled the company to address the issue of a shortage of skilled workers while providing solutions that enable consistent, high-quality welding operations, which is a major strength of the company.

The company is also involved in the design and construction support of entire welding lines using robots, and has the comprehensive capability to contribute to the automation and optimization of the entire manufacturing process, rather than just providing stand-alone equipment.

Reasons for Attracting Attention

Leeco Corporation is attracting attention as a company that accurately responds to the needs for automation and efficiency that are advancing throughout the industrial world. In particular, demand for automated welding systems is expected to grow further in the future as the aging of skilled workers and the shortage of young human resources become more serious.

The company's strength in combining advanced welding technology with AI robotics is also in line with the trend toward smart factories, making it an important player in supporting the productivity revolution in the manufacturing industry. From a long-term perspective, as a company positioned in the mainstream of industrial automation, the company has stable growth expectations.

FARO Technologies, Inc. [FARO] [FARO Technologies, Inc.

Corporate Strengths and Characteristics

FARO Technologies is a company specializing in 3D measurement, imaging, and real-time data acquisition technologies. In particular, the company supports the design, assembly, and quality control processes of industrial and commercial robots through its product line of precision 3D scanners, portable measuring arms, and laser trackers.

The company's technology is widely used for spatial measurement, work environment modeling, and precision assembly support at robot installation sites, and is highly regarded in manufacturing, construction, aerospace, and other fields with high accuracy requirements. In recent years, the company has also expanded its business into automated measurement solutions using AI and data utilization through cloud computing.

The outstanding feature of this system is that it strongly supports productivity improvement and cost reduction at robotics implementation sites by enabling real-time 3D data acquisition and analysis.

Reasons for Attracting Attention

As smart factories and digital twinning of construction sites continue to advance, accurate 3D data acquisition and its immediate utilization are becoming indispensable infrastructure for the introduction of industrial and commercial robotics. FARO Technologies has a high technological edge in this area, and demand is expected to grow in the future.

In addition to robotics, the growing need for spatial data in metaverse and AR/VR-related fields is also providing a tailwind, and the company is building a position across multiple growth markets. The company has established a position across multiple growth markets. It is a company with stable growth expectations for the future as digitization and automation accelerate.

Oceaneering (Oceaneering International, Inc.) [OII].

Corporate Strengths and Characteristics

OceanEngineering is a provider of specialized robotics solutions for the marine energy industry. In particular, the company boasts a high share of the global market for remotely operated vehicles (ROVs) and has extensive experience in areas such as seafloor exploration, inspection and repair of subsea equipment, and support for resource development.

The company's ROV systems are capable of highly precise operations in the extreme environment of deep water, and are used in a wide variety of applications, including the construction and maintenance of energy infrastructure, submarine pipelines, and offshore wind power facilities. In addition, the company is also developing autonomous unmanned vehicles (AUVs) that incorporate AI technology and automation solutions for offshore platforms, increasing its presence in the overall marine robotics field.

In recent years, the company has also expanded its business into the areas of defense, space, and entertainment robotics for theme parks, and is pursuing a multifaceted growth strategy.

Reasons for Attracting Attention

With the expansion of submarine resource development and offshore infrastructure development, the demand for robotics technology capable of working in extreme environments is steadily increasing. In this field, OCEANERING has established an overwhelming advantage with its many years of operational experience and technological innovation.

In addition, the company's flexible business structure, which allows it to capture demand for robotics in the energy sector as well as in defense and emerging markets, is a growth driver for the company. As a robotics company active in areas difficult for humans to reach, from the ocean floor to outer space, expectations for the company's future are high.

Defense

AeroVironment, Inc. [AVAV] (AeroVironment, Inc.)

Corporate Strengths and Characteristics

Aerovironment is a developer and manufacturer of small unmanned aerial vehicles (UAVs) and unmanned ground vehicles (UGVs). In particular, the company is a global leader in the field of small drones for defense and military applications, offering a number of tactical UAV systems for reconnaissance, surveillance, and targeting support.

Representative products include the lightweight and portable "Raven" and the bombardment drone "Switchblade," both of which have excellent field operability and are highly reliable in real-world environments. The company is also focused on developing AI-based autonomous flight technology and target recognition systems, and is leading the way in efforts to make drones more intelligent and autonomous.

In addition, the company is active in providing energy-efficient unmanned aerial solutions and is looking to expand into the commercial sector in the future.

Reasons for Attracting Attention

Against the backdrop of heightened global geopolitical risks, demand for unmanned aircraft for defense applications is growing on an unprecedented scale. In this context, Aerovironment has emerged as one of the few companies capable of providing unmanned solutions that are responsive, agile, and cost-effective.

In addition to military applications, the company is also expanding its applications to civilian fields such as disaster relief, agriculture, and infrastructure inspection, making its multifaceted growth story very attractive. In the field of unmanned aerial vehicles, which are small, lightweight, and capable of high performance, this company is likely to further strengthen its presence in the future.

Teledyne Technologies Incorporated [TDY].

Corporate Strengths and Characteristics

Teledyne Technologies is a multi-technology company with strengths in sensing, imaging, aerospace, defense, and digital imaging. In particular, the company is one of the world's leading developers of high-precision sensors, cameras, acoustic devices, and data acquisition systems that are essential for robotics applications.

The company's products are used in a wide range of robotics applications, including autonomous robots, unmanned aerial vehicles (UAVs), unmanned underwater vehicles (AUVs), and medical robots. A key feature of the company's products is that they provide the technological foundation that supports the important functions that serve as the "eyes" and "ears" of a robot, such as precise environmental recognition, obstacle detection, and location identification.

In 2021, the company also acquired FLIR Systems, a high-performance digital imaging company, establishing a world-class position in the area of thermal imaging cameras and thermal sensors.

Reasons for Attracting Attention

An essential element in the evolution of AI robotics is sensing technology for accurate understanding and recognition of the environment. Teledyne Technologies, with its overwhelming track record and reliability in this area, is expected to expand over the medium to long term in close conjunction with the growth of the robotics market.

In particular, the company is recognized for its robust business portfolio that is not dependent on any specific market, with demand growing in multiple areas, including industrial, military, and medical applications. As a global leader in sensing and imaging, the company is positioned as an important stock to support the robotics revolution.

Elbit Systems Ltd. [ESLT] (Japan)

Corporate Strengths and Characteristics

Elbit Systems is an Israel-based defense and high-tech equipment developer with strengths in a wide variety of fields, including unmanned aerial vehicles (UAVs), autonomous robotics systems, and surveillance and intelligence gathering equipment. The company has developed a broad product portfolio that covers all areas of defense robotics, particularly in the field of defense robotics, including airborne, ground, and maritime applications.

The company focuses on the development of unmanned platforms with integrated AI technology, enabling systems for autonomous target identification, navigation, and mission execution. Representative products include the Hermes series of reconnaissance and surveillance UAVs and the Pioneer autonomous ground vehicle (UGV), which has an extensive track record of actual deployments.

In addition, the company has integrated development capabilities with areas such as cyber security, communications, and defense AI, and has established strong relationships with defense agencies around the world as a total defense solutions provider.

Reasons for Attracting Attention

Against the backdrop of rising global demand for national defense and the shift toward unmanned and autonomous systems, the defense robotics solutions that Elbit Systems provides are becoming increasingly important. In particular, the company is highly regarded for its technological foundation that enables it to respond to the expanding needs for coordinated operations between manned and unmanned aircraft and autonomous defense systems.

In addition to the defense sector, the company is also looking to expand into civilian applications such as disaster response and border surveillance, thereby diversifying its growth opportunities. As a core company in next-generation defense solutions that fuse robotics and AI technologies, the company is expected to have long-term growth potential.

RTX Corporation [RTX].

Corporate Strengths and Characteristics

R-Tex (formerly Raytheon Technologies) is one of the world's largest and most experienced conglomerates in the aerospace, defense, and advanced technology fields. The company has particularly strong technological capabilities in the areas of defense robotics, unmanned aerial vehicles (UAVs), and autonomous weapon systems.

The company's diverse business portfolio includes Raytheon, defense systems, missile defense, and communications and surveillance systems, and it is accelerating the development of autonomous operations incorporating AI technology in these areas. From unmanned aircraft to missile interceptor systems, the company's ability to provide autonomous solutions that recognize situations in real time and make optimal decisions is a distinguishing feature.

In the space-related field, the company is also developing autonomous satellite operations and on-orbit service technology, and is in a position to advance robotics technology from both defense and space perspectives.

Reasons for Attracting Attention

As geopolitical risks increase, investment in next-generation defense systems, especially unmanned and autonomous systems, is accelerating worldwide. In this context, R-Tex is one of the few players that can respond to the expansion of the unmanned and autonomous systems market with its comprehensive capabilities that integrate aerospace, defense, and advanced technologies.

Furthermore, the company has strengths in growth areas such as AI, cyber defense, and space infrastructure, and has established a decentralized growth model that does not depend on a single market. As a global company located at the intersection of defense, space, and robotics, the company has high expectations for long-term growth.

Kratos Defense & Security Solutions, Inc. [KTOS].

Corporate Strengths and Characteristics

Kratos Defense & Security Solutionsis a provider of unmanned systems, satellite communications, missile defense, and cybersecurity technologies focused on the defense sector. In particular, the company is highly competitive in the development of various unmanned platforms such as small unmanned aerial vehicles (UAVs), unmanned ground vehicles (UGVs), and unmanned surface vessels (USVs).

The company is distinguished by its strong relationship with the U.S. Department of Defense for its advanced unmanned aerial vehicle technologies, including the XQ-58A Valkyrie unmanned combat aircraft and target aircraft program. The company is also focused on developing autonomous flight, targeting, and networked tactical systems utilizing artificial intelligence, and is expected to be a key player in next-generation unmanned combat systems.

The company's focus on unmanned systems, which are relatively small and can be deployed quickly, rather than relying on large projects, allows it to combine flexibility in market response and speed of innovation.

Reasons for Attracting Attention

Amid the global trend toward defense modernization, the need for unmanned, autonomous, and cost-saving systems is rapidly increasing. In this context, Kratos is attracting attention for its product lineup that meets the needs of the U.S. military and its allies, who are seeking to expand their unmanned forces under the theme of "low cost, high performance, and rapid deployment.

The company is also making strategic moves toward a future in which unmanned, low-cost weapons will be the norm compared to conventional large manned weapons, and is likely to become a mainstream player in next-generation defense strategies.

Kratos Defense & Security Solutions(KTOS): Future Prospects and Stock Price Outlook - MiFsee

Kratos Defense & Security Solutions (KTOS) is an American defense technology company that provides state-of-the-art unmanned aerial systems (UAS), satellite communications, and defense-related cybersecurity solutions.

mifsee.com

What ETFs can invest in AI robotics?

Global X Robotics & Artificial Intelligence ETF [BOTZ].

It is one of the world's leading thematic ETFs specializing in the fields of robotics and artificial intelligence. The structure allows for diversified investments in leading companies in a wide range of areas, including industrial robots, service robots, AI chip developers, and autonomous system developers.

Major stocks in the portfolio include NVIDIA (NVDA), KEYENCE (KEYYY), FANUC (FANUY), and ABB (ABB), and are characterized by a design that captures both hardware and software growth.

iShares Robotics & Artificial Intelligence Multi-Sector ETF [IRBO

This ETF is designed to invest in a broadly diversified portfolio of companies in the robotics and AI fields, and contains a well-balanced mix of companies from around the world, with a focus on the United States. The ETF is unique in that it actively invests not only in large-cap stocks, but also in small- and mid-cap growth stocks, and its composition emphasizes future growth potential.

It covers a wide range of industry sectors, including software companies, telecommunications infrastructure companies, and device manufacturers related to AI robotics.

ROBO Global Robotics & Automation Index ETF [ROBO

This index-linked ETF covers a group of companies that utilize robotics, automation, and AI. It covers companies across a wide range of topics, including industrial robotics, medical robotics, logistics automation, sensors, and computer vision.

In addition to large companies, the fund also includes many fast-growing mid-cap and emerging companies, making it suitable for investors seeking thematic growth.

Vector Robotics & Artificial Intelligence ETF [RAAI].

This relatively new ETF specializes in investing in next-generation robotics and AI-enabled companies. In addition to traditional robotics companies, the fund also invests in a wide range of companies with strengths in AI-driven autonomous systems and edge AI solutions.

In conjunction with the future expansion of the robotics and AI market, attention is increasing as a means of accessing growing companies.

AI Robotics Related Stocks (Japanese Stocks)

Although we have little invested in Japanese stocks, we feel these companies are worth keeping an eye on in the AI robotics sector.

Daifuku [6383].

Warehouse automation and logistics robotics stocks

A global leader in material handling systems, with a high market share in warehouse automation and logistics robotics, the company continues to achieve stable growth in Japan and overseas, driven by demand for logistics automation in the expanding e-commerce market.

Stock Price (6383) Chart (Yahoo! JAPAN Finance)

Kawada Technologies [3443].

Humanoid Robot Technology Stocks

Although its main focus is on the construction and bridge fields, the company has been involved in the development of the HRP series of humanoid robots for many years and has deep technical expertise in the robotics field. Although not industrial, it is a symbolic presence in the AI x robotics domain.

Stock Price (3443) Chart (Yahoo! JAPAN Finance)

Sinfonia Technology [6507].

Logistics & Transportation Robotics Issues

The company's products include transport systems, aircraft components, and industrial electrical equipment, and it provides parts and technology to some industrial robotics companies. The company is particularly active in the field of autonomous guided vehicles (AGVs), which are strongly related to logistics robotics.

Stock Price (6507) Chart (Yahoo! JAPAN Finance)

NSK [6471] (Japan)

Infrastructure Support Issues

A major precision bearing manufacturer, the company provides elemental technologies essential for the moving parts of industrial robots. Although it does not directly "develop and sell robots," the company is in a position to increase indirect demand as the robotics market expands.

Stock Price (6471) Chart (Yahoo! JAPAN Finance)

CIJ 【4826】

Robotics support stocks from the software side

It is a software development company and engages in contracted development of robotics control systems and IoT-related products. Although the company does not directly own robotics products, it is involved in the robotics field in the areas of control software and AI algorithms.

Stock Price (4826) Chart (Yahoo! JAPAN Finance)

Sec [3741].

Unmanned Systems and AI Software Domain Issues

The company specializes in embedded software development for satellites, aircraft, and unmanned vehicles (drones). In particular, the company focuses on autonomous control technology and cognitive AI system development, and has a close relationship with the unmanned robotics domain.

Stock Price (3741) Chart (Yahoo! JAPAN Finance)

summary

AI robotics is an important market that is expected to experience sustained growth over the next several decades, driven by technological innovation and strong economic drivers.

Applications range from industrial robots for manufacturing and logistics to defense and even the realization of humanoid robots. Competition is accelerating in a wide range of areas, from the development of fundamental technologies to the provision of solutions for specific applications.

Many companies are expected to enter this growing field and the battle for leadership will intensify. We will carefully and strategically consider investments, keeping a close eye on the progress of technological innovation and changes in the market environment.