Which 2025 robot concept stocks have the best prospects? These 10 Taiwanese stocks are the most worth watching

The robotics industry has become a new hotspot for technology investment. With the enhancement of AI technology, robot applications are expanding from industrial manufacturing to fields such as collaborative robots, healthcare, and logistics, leading to explosive market demand growth. But among many robot concept stocks, which companies truly have investment value?

Core Investment Logic of Robot Concept Stocks

Robot concept stocks refer to listed companies engaged in the research, manufacturing, and application of robots. The entire industry chain covers core components (motors, drives, etc.), system integration, software development, and final applications.

Industry development has entered a rapid expansion phase. According to TrendForce estimates, the humanoid robot market will grow at a compound annual growth rate (CAGR) of 154%, with the market size expected to exceed $2 billion by 2027. This indicates that related companies will face high-speed growth opportunities in the next 3-5 years.

Overview of Leading Taiwanese Robot Stocks: Who Rises and Who Falls?

As of December 10, 2025, the performance of Taiwanese robot concept stocks varies significantly. Below is the annual percentage change ranking:

Delta Electronics leads the gains, reflecting market optimism about its global automation deployment.

Focus on 5 Key Robot Concept Stocks

Delta Electronics (2308): Turning the Automation Leader

Delta has production bases in 20 regions worldwide, serving as a giant laboratory for automation upgrades. In Q3, net profit after tax exceeded NT$18.6 billion, a 50% increase year-over-year, with EPS over NT$7. The first three quarters accumulated net profit surpassed NT$42.7 billion, with EPS breaking NT$16.

Performance in Q4 is even stronger, with October revenue exceeding NT$57.3 billion, nearly 50% YoY growth. Cumulative revenue for the first ten months exceeded NT$450.6 billion. This momentum mainly stems from AI data center and energy transition demands. The company plans to launch AI server power supplies and liquid cooling solutions in the second half of 2025 to strengthen its position in high-end markets.

Chih-Mao (2360): The Hidden Champion in Testing Equipment

While not directly manufacturing robots, Chih-Mao is an indispensable part of the industry chain. As a global leader in precision measurement, over 30 years of technical accumulation have made it the official testing supplier for industrial, collaborative, and autonomous mobile robots.

In the first three quarters of 2025, EPS more than doubled YoY, with gross margin approaching 60%. In Q3, net profit after tax was NT$5.066 billion, a 1.59-fold increase QoQ, with EPS reaching NT$11.99. Cumulative net profit for the first three quarters was NT$9.142 billion, with EPS of NT$21.67, surpassing last year’s full-year level.

Measurement and automation testing equipment revenue in Q3 was NT$3.011 billion, up 74% YoY; semiconductor testing solutions revenue was NT$2.092 billion, up 15%. The company expects full-year revenue to hit a new record high.

TECO (1504): Expert in Motors and Drives

TECO has over 50 years of experience in motors and drives, entering the robot market through two main pillars: “motor drive technology” and “intelligent system integration.” The company offers complete solutions from motors to controllers, establishing a solid foothold in high-end applications such as collaborative robots and precision assembly.

Through its factory automation division, TECO provides robotic arms, autonomous mobile robots, and production line planning services, widely used in warehousing and semiconductor manufacturing. By integrating energy management systems and the TECO GOOG cloud platform, remote monitoring and energy-saving optimization are achieved.

In Q3, net profit was NT$1.593 billion, nearly 10% higher QoQ; the first three quarters’ net profit was NT$4.189 billion, with EPS of NT$1.98. Gross margin and operating margin increased to 24.44% and 11.23%, respectively. Collaboration with Hon Hai will deepen from 2025, with energy-saving retrofit projects at existing factories expected to contribute first.

Hechun Technology (6215): Components Supplier in Multiple Fields

Hechun has focused on automation for over 40 years, with products spanning 3C, medical, aerospace, and other segments. Customers include TSMC, UMC, Hon Hai, and others, ensuring strong business stability.

In the first half of 2025, revenue reached NT$1.09 billion, up over 70% YoY. The company has officially established a robot division, launching highly flexible modular solutions. By integrating international technologies from China, Japan, Germany, and the US, it has built a complete solution capability. Management expects strong growth to continue over the next 2-3 years, with full-year revenue and core profit growing in double digits.

Xinhan (8234): The Control System Specialist

Subsidiary Chuangbo has accumulated over 10 years of R&D experience in robot controllers and is one of the few market leaders offering open-standard controllers. It is the first Taiwanese company to obtain “robot functional safety certification” via a modular platform.

The humanoid robot AI module developed in cooperation with NVIDIA was released in August this year. Chuangbo offers modular solutions including controllers, safety platforms, AI edge computing, and mobile robot kits. Although market demand has slowed recently, the company remains optimistic about the long-term potential of the robot field.

US Robot Concept Stocks Also Look Promising

Beyond Taiwan stocks, US robot concept stocks also perform strongly. Defense is becoming a new blue ocean for robot technology:

• Palantir (PLTR): Big data and AI software platform leader, up over 140% YTD, with multiple autonomous system contracts secured
• AeroVironment (AVAV): Unmanned aerial vehicle and autonomous robot hardware manufacturer, up over 80% YTD
• AMD (AMD): High-performance computing hardware supplier, has established a complete robot technology matrix by 2025, up over 80% YTD

How to Select Robot Concept Stocks? What Investors Should Know

1. Look at the breadth of market demand

The wider the application scope of robots, the greater the growth potential. For example, surgical robots driven by aging populations have strong market demand. Investors should prioritize companies developing humanoid robots or entering the humanoid robot supply chain.

2. Observe R&D investment intensity

Robot industry technology evolves rapidly; continuous innovation is necessary to avoid obsolescence. When reviewing financial reports, focus on cash flow from investing activities (CFI). For example, Delta increased R&D investments significantly after 2021, maintaining high CFI levels. Companies with steadily rising CFI over the past five years are more worth considering.

3. Pay attention to financial health

Besides revenue growth, improvements in gross margin and operating margin are also important, reflecting pricing power and cost control. Chih-Mao’s 60% gross margin is notably higher than the industry average.

Opportunities and Risks in Investing in Robot Concept Stocks

Investment advantages: The robot industry represents the future direction of technology with huge growth potential. Participating in this sector is like riding the wave of technological progress, with higher chances of discovering ten-bagger or even hundred-bagger stocks.

Potential risks: Rapid technological iteration, especially when combined with AI, can lead to significant differences in corporate adaptability. Government policies and support also influence company development. The widespread adoption of robots may impact the labor market, so investors must closely monitor regulatory changes and maintain timely, flexible position management.

Investing in robot concept stocks requires a perfect combination of long-term vision and risk awareness. Choosing the right companies and following the right trends will enable investors to benefit from the new wave of technological advancement.