Schaeffler

While pure-play humanoid stocks remain scarce, investors are flocking to component suppliers like Schaeffler, driving a 150% stock rally and highlighting a massive appetite for the "Physical AI" sector ahead of a wave of anticipated 2026 IPOs.

Ahead of CES 2026, the German industrial giant reveals a fully integrated planetary gear actuator, cementing its dual strategy as both a user and supplier of humanoid hardware.

The German motion technology giant opens a 900 sqm facility at Nanyang Technological University, doubling down on its strategy to become both a primary user and key component supplier in the humanoid robotics space.

Five months after partnering with Renault, Wandercraft has signed its second industrial customer, Italian auto supplier SAPA, to deploy its Calvin-40 humanoid in manufacturing.

German industrial giant Schaeffler will not only deploy thousands of Neura''s 4NE-1 humanoids by 2035 but will also co-develop and supply key actuators for the robots, feeding real-world data into Neura''s ''Neuraverse'' AI ecosystem.