Taiwanese companies have become essential partners in Nvidia’s push into the humanoid robots sector. These firms, including Foxconn, are helping Nvidia develop a complete supply chain. Their efforts cover everything from chips and software to robot joints and motors. Nvidia founder Jensen Huang recently highlighted robotics as the company’s biggest growth opportunity beyond AI. During his shareholder address in June, Huang emphasized the potential of humanoid robots. Later that month, during his visit to Taiwan, he expressed confidence that breakthroughs in humanoid robots and AI were on the horizon.
A key component in this development is Nvidia’s new Thor Blackwell Robotics Processor. This chip acts as the “brain” for humanoid robots, specifically designed to power automated handling machines. Although Nvidia possesses the technology, market adoption of humanoid robots remains limited. Analysts remain cautious. Digitimes reported that humanoid robots will only make up 0.2% of the global robot market this year. However, they expect this share to grow to 2% by 2030.
Meanwhile, TSMC CEO C.C. Wei called the industry’s growth “too early” this year. He pointed to the complex design challenges slowing development. Still, Wei noted that business opportunities for humanoid robots could eventually surpass those in electric vehicles by ten times. Foxconn, a key partner of Nvidia, has helped create vital robotics technologies. The company launched a comprehensive robotics manufacturing platform. Reports also suggest Foxconn and Nvidia plan to deploy humanoid robots in a new Houston factory to build Nvidia’s AI servers.
Other Taiwanese manufacturers have also contributed critical components. Yulong developed micro harmonic drives for robot fingers and rotary actuators, aiming to start shipments by 2026. Apex Dynamics plans to produce humanoid robot joint modules in large volumes, possibly beginning deliveries in the fourth quarter. Automation provider Mirle collaborates with local firms on joint modules and harmonic drives. Chieftek Precision designs linear guides and motors, producing specialized joints for humanoid robots. In summary, Taiwanese firms play a vital role in advancing Nvidia humanoid robots technology. Their combined expertise in manufacturing and components sets the stage for future growth in this emerging market.
