This node covers the robot-body hardware that keeps a humanoid powered, cool, wired, shielded, light enough to move, and fast enough to repair. The stack includes lithium-ion cells, battery-management systems, charge hardware, voltage regulators, motor-drive power stages, thermal interfaces, heat spreaders, wiring harnesses, connectors, relays, EMI shielding, bearings, fasteners, machined or cast body parts, high-strength plastics, and modular panels. These parts sit in the battery pack, torso compute box, control boards, joints, hands, charging dock, and serviceable body assemblies. The paper prior says current humanoid runtime is about 2-8 hours per charge, the 2028 target is 16 hours, fast charging can shorten battery life, and 30-50+ cables must route through moving joints. The current public basket ranks TEL and APH first because they have the cleanest filed connector, cable, sensor, and harness evidence; MPWR, ON, TXN, and ADI are the power and analog board-content routes; AME and TKR cover thermal, engineered components, serviceability, bearings, and wear; NXPI and STM remain ranked but proof-heavy control and power-semiconductor routes.
Current Setup
Shift readinessRuntime, heat, cable routing, and repair time decide whether humanoids can work useful shifts.
Ten xhigh primary agents and one merge selector kept the inherited public basket, moved TEL and APH to the top, and kept semiconductors ranked only where filed lanes support power, analog, sensing, or control content.
Runtime gateBattery life, charge time, cycle life, and thermal throttling are still field proof items.
The paper prior frames 2-8 hour runtime today against a 16-hour target, with fast charging and heat as design constraints.
Wiring proofTEL and APH have the cleanest public connector, cable, sensor, and harsh-environment component evidence.
The next useful proof is named robot sockets, connector qualification, content per unit, order conversion, and cash conversion.
Attribution limitNo ranked company discloses material humanoid revenue in the inspected sources.
Auto, industrial, AI-server, and data-center cycles can dominate stock behavior before robot-volume economics are visible.
Paper priorRuntime, heat, cables, weight, and repair are defined bottlenecks
QualificationOEM tests cells, BMS, connectors, power boards, and body parts
Production socketSupplier content is designed into a repeatable robot build
Field dataHours, failures, repairs, cycle life, and warranty costs are measured
EconomicsOrders, revenue, margin, FCF, and service demand prove conversion
Runtime, charge time, charge-cycle life, heat dissipation, cable routing, EMI shielding, body weight, modular repair time, and field failure rates decide whether humanoids can perform useful factory or warehouse work beyond short demonstrations. The relevant proof is shift length, thermal throttling, connector failure rate, cable fatigue through joints, warranty cost, and content per robot.
Automotive, industrial, electronics, and data-center supply chains already sell many of the required parts. TEL and APH have filed connector, cable, sensor, data, and power-component evidence. MPWR, ON, TXN, ADI, NXPI, and STM have power, analog, embedded, sensor, MCU, or motor-control portfolios that can qualify into robot boards. The next positive proof is named robot or OEM sockets, content per unit, repeat production orders, stable segment margins, and cash conversion.
No inspected public company discloses material humanoid revenue for this node. Battery cells and specialty materials are mostly source-only. Broad AI-server, auto, industrial, and data-center cycles can dominate the stocks before humanoid volume matters. Fast-charge degradation, heat, weight, PEEK cost, cable routing, EMI, warranty claims, and field repair time can stop pilot activity from becoming supplier economics.
Basket
The ranking below is the tournament merge result from ten xhigh primary research agents plus one merge selector.
It ranks node economics and source-backed exposure first, operating proof second, and weekly chart timing third.
Market caps use 2026-07-02 local closes times local weighted shares outstanding. Next earnings dates were not
confirmed from local sources, so every card labels that field plainly. The right rail uses the local report API
and the page does not embed OHLC payloads or static chart levels.
Most direct public wiring, connector, cable, relay, sensor, heat-shrink, Energy, and DDN route.
Market cap$57.6B
Next earningsNot confirmed
Latest qtr revenue$4.744B
Role in stack
TEL sells engineered connectors, sensors, relays, tooling, cable, wire, heat-shrink tubing, and power/data/signal components that map to robot harnesses, charging connections, joint routing, EMI shielding, and serviceable assemblies.
Revenue mix
Q2 FY2026 sales were $4.744B. Industrial Solutions sales were $2.322B, DDN sales were $714M, orders were $5.324B, and book-to-bill was 1.12 in the filed lane.
Proof burden
Needs DDN and Energy durability, Industrial orders that convert to shipments, Automotive weakness containment, and connector or harness qualification evidence before the node can assign robot-specific economics.
Scaled interconnect, cable, sensor, antenna, and harsh-environment component route for robot wiring and rugged links.
Market cap$202.5B
Next earningsNot confirmed
Latest qtr revenue$4.535B
Role in stack
APH sells connectors, interconnects, sensors, antennas, cable, and harsh-environment components used where power, signal, and data links have to survive flex, vibration, heat, and field service.
Revenue mix
Q1 2026 sales were $4.5347B. Communications Solutions were about 59.5% of sales with about 30.6% segment margin, and Harsh Environment Solutions were about $1.008B of sales.
Proof burden
Needs Communications demand durability, organic-versus-acquired growth clarity, CommScope integration, cash conversion, debt reduction, and robotics or rugged-mobility connector wins.
Compact power-management route for battery power trees, local compute rails, sensor rails, and charger electronics.
Market cap$63.3B
Next earningsNot confirmed
Latest qtr revenue$804.185M
Role in stack
MPWR sells high-density power management ICs, regulators, modules, and conversion products that can sit on local AI compute boards, BMS-adjacent rails, sensor boards, charger electronics, and motor-control support boards.
Revenue mix
Q1 2026 revenue was $804.185M. Enterprise Data was $262.823M, 32.7% of revenue, Communications was $111.457M, and current proof is strongest in AI/server and networking power.
Proof burden
Needs endpoint socket wins beyond AI servers, gross margin inside the mid-50s band, inventory days control, distributor health, controls remediation, and robot board or charger evidence.
Power, SiC, sensing, intelligent power, and motor-drive route for battery conversion and thermal-constrained boards.
Market cap$35.7B
Next earningsNot confirmed
Latest qtr revenue$1.513B
Role in stack
ON supplies power semiconductors, SiC devices, sensors, image-sensing, and intelligent power products that can support motor drives, battery conversion, industrial controls, perception boards, and power-tree efficiency.
Revenue mix
Q1 2026 revenue was $1.513B. FY2025 revenue mix was 51% automotive and 28% industrial, with Power Solutions Group the largest segment and AI data-center power still disclosed mainly as growth-rate language.
Proof burden
Needs Q2 revenue delivery, GAAP gross margin recovery, auto and industrial stabilization, cash conversion, buyback discipline, and absolute AI or robot power revenue disclosure.
Broad analog and embedded-control anchor for BMS, isolation, sensing, signal chain, motor support, and board power.
Market cap$266.7B
Next earningsNot confirmed
Latest qtr revenue$4.825B
Role in stack
TXN sells analog power, signal-chain, isolation, sensing, and embedded processors that can support BMS boards, chargers, motor-driver support, low-voltage rails, sensor interfaces, and industrial communication.
Revenue mix
Q1 2026 revenue was $4.825B, with Analog at $3.924B and Embedded Processing at $723M. The lane also notes data-center power and signal-chain spillover.
Proof burden
Needs industrial and automotive sell-through, inventory days, fab utilization, capex downshift, free cash flow, and Silicon Labs integration before broad analog strength can support this node more directly.
Precision analog, sensing, power, RF, and industrial-control route for thermal sensing, BMS, and signal integrity.
Market cap$183.7B
Next earningsNot confirmed
Latest qtr revenue$3.623B
Role in stack
ADI supplies high-performance analog, mixed-signal, RF, power, sensor, DSP, and system products that can translate battery, thermal, force, voltage, current, and motion signals into reliable robot control-board data.
Revenue mix
Q2 FY2026 revenue was $3.623B. Industrial was 50% of revenue, Automotive was 24%, Communications was 15%, and Consumer was 11%.
Proof burden
Needs Q3 FY2026 delivery versus the $3.9B guide, Industrial breadth, Communications durability, inventory quality, Empower integration, margin, and free cash flow.
Thermal, electromechanical, test, precision-instrument, connector, and engineered-component route.
Market cap$53.8B
Next earningsNot confirmed
Latest qtr revenue$1.928B
Role in stack
AME routes through precision instruments, thermal management, interconnects, specialty metals, test equipment, electromechanical products, and engineered components that can support compact heat management and serviceable assemblies.
Revenue mix
Q1 2026 sales were $1.928B. EIG sales were $1.265B, EMG sales were $663.9M, adjusted operating margin was 26.8%, and the lane cites record orders and backlog.
Proof burden
Needs orders and backlog conversion, EMG operating leverage, EIG durability, cash conversion, and Indicor financing and integration evidence before broad industrial exposure gets stronger node credit.
Structure-and-wear route through engineered bearings, industrial motion, load handling, vibration, heat, and service cycles.
Market cap$9.7B
Next earningsNot confirmed
Latest qtr revenue$1.231B
Role in stack
TKR supplies engineered bearings, industrial-motion products, lubrication, and application engineering that map to joint load paths, friction, vibration, wear life, maintenance intervals, and replacement demand.
Revenue mix
Q1 2026 sales were $1.2313B. Engineered Bearings sales rose 6.0%, Industrial Motion grew 12.0%, and Industrial Motion margin expanded to 21.5% in the filed lane.
Proof burden
Needs segment margin recovery, tariff and material cost pass-through, order and backlog shipment conversion, free cash flow after working-capital drag, and evidence that durability demand extends beyond the motion node.
Embedded control and secure-connectivity route for BMS, gateways, battery-control systems, and industrial communication.
Market cap$69.0B
Next earningsNot confirmed
Latest qtr revenue$3.181B
Role in stack
NXPI supplies embedded processors, MCUs, secure connectivity, RF, networking, and safety controllers that can support BMS controllers, charging communication, robot gateways, and industrial edge control.
Revenue mix
Q1 2026 revenue was $3.181B. The lane highlights Automotive, Industrial and IoT, Mobile, and Communication Infrastructure growth, with channel inventory at 11 weeks.
Proof burden
Needs Q2/Q3 guidance, Industrial and IoT demand, automotive breadth, channel inventory discipline, margin quality, and clearer battery or robot control-board socket evidence.
Proof-heavy MCU, MEMS, analog, power/discrete, imaging, and industrial semiconductor route.
Market cap$60.7B
Next earningsNot confirmed
Latest qtr revenue$3.095B
Role in stack
STM sells MCUs, MEMS and imaging sensors, analog, power discretes, custom processing, RF/optical, and automotive-industrial products that can support sensing, control, power, and connectivity boards.
Revenue mix
Q1 2026 revenue was $3.095B. P&D revenue was $389M with a negative 21.5% operating margin, while AM&S, EMP, and RFOC carried the recovery evidence.
Proof burden
Needs P&D repair, gross margin above the mid-30s path, unused-capacity charges to fall, free cash flow normalization, and higher-quality AI/data-center or industrial revenue evidence.
Latest-quarter revenue fields use the freshest filed knowledge-lane evidence available during the 2026-07-05 build. Next earnings dates were not confirmed from local sources and were not used for ranking. Adjacent monitors are ITT, PH, POWI, VICR, and ALGM; source-only names are CATL, Panasonic, Samsung SDI, LG Energy Solution, Murata, Victrex, Solvay, and Arkema.
What Confirms Or Weakens
AreaWhat confirmsWhat weakens or invalidatesWatch next
01Node thesisShift proof
What confirms
Disclosed runtime, charge-cycle life, thermal behavior, cable failure rates, repair time, warranty cost, and field hours improve together in factory or warehouse pilots.
What weakens or invalidates
Robots stay limited to short demonstrations, require frequent pack swaps, throttle under work cycles, or show high connector, cable, or body-service failure rates.
Watch next
Runtime hours
Field hours
Repair minutes
Warranty data
02Battery, BMS, and chargingEnergy path
What confirms
Named battery-management, charger, power-stage, or pack design wins appear, and charge time improves without shortening cycle life or adding too much robot weight.
What weakens or invalidates
Battery economics remain private or source-only, fast charging degrades pack life, or pack mass reduces payload, balance, or useful work time.
Watch next
Cycle life
Charge time
Pack weight
Replacement cost
03Power semis and thermalHeat and rails
What confirms
Robot endpoint sockets, industrial or auto recovery, stable margins, inventory quality, and absolute revenue disclosure support power ICs, SiC, PMICs, regulators, sensors, and thermal-control content.
What weakens or invalidates
Revenue stays tied to AI-server, auto, data-center, or broad analog recovery without endpoint robot evidence, while inventory, margins, or free cash flow deteriorate.
Watch next
MPWR
ON
TXN
ADI
NXPI
STM
04Wiring, connectors, and EMIHarness proof
What confirms
TEL and APH show durable orders, book-to-bill, connector/cable/wire demand, organic growth, segment margins, and customer qualification for high-flex, shielded, serviceable assemblies.
What weakens or invalidates
Growth is DDN-only, acquired-only, or auto-cycle dependent, or field data show cable fatigue, intermittent faults, EMI noise, or hard-to-service routing.
Watch next
TEL orders
APH margins
Flex cycles
EMI tests
05Structure and serviceabilityWear and repair
What confirms
Lighter structural materials, modular repair evidence, bearing durability, lower vibration, and repeat replacement demand support AME, TKR, and selected monitor routes.
What weakens or invalidates
PEEK or specialty materials remain too expensive, long-term durability fails at scale, bearing intervals disappoint, or field repairs require excessive labor.
Watch next
AME backlog
TKR margins
Bearing intervals
Body mass
06Supplier economicsOrders to FCF
What confirms
Design wins become production orders, content per robot, reported segment revenue, stable or improving margins, working-capital control, and free cash flow.
What weakens or invalidates
Reported growth remains broad data-center, auto, industrial, or acquisition language while margins, inventory, receivables, or capex absorb the revenue gain.
Watch next
Orders
Book-to-bill
Segment margin
FCF
07Source qualityRefresh trigger
What confirms
Filed lanes stay current, local daily_ohlc rows stay current, and the report API serves weekly charts for all ranked tickers without embedded chart payloads.
What weakens or invalidates
A new market session, earnings release, 10-Q, guidance revision, chart failure, robot design-win disclosure, or source-lane update arrives before this node is refreshed.
Watch next
Daily OHLC
API charts
New filings
Lane freshness
Source Trail
Routes used for this node
Route
Use it for
Primary links
Paper priors
Energy and charging, runtime, BMS, thermal management, skeleton materials, wiring harnesses, connectors, fasteners, EMI shielding, serviceability, and 2028 runtime target.
Industrial order conversion, automation capex, analog and embedded recovery, AI infrastructure component demand, policy, sourcing, and funding-fragility constraints.
Adjacent suppliers or cleaner technical routes that were not promoted into ranked cards because the inherited basket and filed evidence supported the ten-card list more consistently.
ITT; PH; POWI; VICR; ALGM; CATL; Panasonic; Samsung SDI; LG Energy Solution; Murata; Victrex; Solvay; Arkema.
Discovery and DuckDB methods
Read-only local coverage, market caps, chart routing, and chart provenance. Ranked tickers had daily_ohlc rows through 2026-07-02. Representative lineage checks still showed older May 2026 ingestion source freshness, so row freshness and lineage freshness are recorded separately.
node metadata; discovery status MPWR --json; discovery lineage-status --ticker MPWR --dataset daily_ohlc --limit 5 --json; read-only DuckDB on daily_ohlc and instruments.
API chart route
Right-rail chart rendering. Each rank button and metrics strip calls the selected-security panel through data-chart-ticker. Weekly charts are expected from daily_ohlc, grouped by calendar week.
/api/securities/TICKER/chart?frequency=weekly&window=3y&as_of=latest; direct backend read-layer validation on 2026-07-05 returned 157 weekly rows through 2026-07-02 for TEL, APH, MPWR, ON, TXN, ADI, AME, TKR, NXPI, and STM.
Ranking process
The final order was selected by ten xhigh primary subagents and one merge selector. The merge kept TEL and APH first, kept MPWR and ON as power routes, retained ADI, NXPI, and STM as ranked but proof-heavy, and left ITT, PH, POWI, VICR, and ALGM as monitors.
Final order: TEL, APH, MPWR, ON, TXN, ADI, AME, TKR, NXPI, STM.
Data limitations
Discovery supports price, volume, chart routing, and market-cap context. It does not prove humanoid revenue exposure. Papers are priors; filed lanes are the posterior. Direct humanoid revenue is not assigned without source support.
Refresh if a new market session, filing, earnings release, guidance update, robot design win, or local API/chart behavior changes.