How to Choose AI Robot Concept Stocks? Analysis of Investment Potential Rankings for 2025

AI robot concept stocks are becoming the hottest sector in the global investment market. As artificial intelligence and robotics technology deepen integration, industry leaders such as Delta Electronics, TECO, Palantir, AMD, and others are experiencing unprecedented development opportunities. So, among these AI robot concept stocks, which have the highest investment value? Which companies are most worth paying attention to? This article will analyze them one by one.

How are AI-driven robot concept stocks defined?

AI robot concept stocks refer to listed companies engaged in the research, development, production, application, and related AI technology development of robots. Unlike traditional automation-focused robotics industries, the new generation of AI robot concept stocks emphasize intelligent upgrades—combining AI software, big data analysis, edge computing, and other technologies with robot hardware.

Long-term, industrial robots have been widely used in manufacturing, but in recent years, breakthroughs in AI technology have expanded robot application fields. From collaborative robots to autonomous mobile robots (AMR), from surgical robots to humanoid robots, each segment has undergone revolutionary changes due to AI involvement. The robot industry chain has also become more specialized, forming a complete ecosystem covering core components, system integration, AI software development, and practical applications.

Leading AI robot concept stocks in Taiwan by 2025

Taiwan, as a vital part of the global robot industry chain, has gathered a group of high-quality listed companies in AI robot concept stocks. These companies play key roles at different points in the industry chain. Below, we list the top ten Taiwanese listed companies performing best in 2025, ranked by annual growth:

Delta Electronics (2308.TW): Leader in automation system integration

Since entering automation in 1995, Delta Electronics has established production bases in 20 countries worldwide, controlling core operations across thousands of production lines. The company’s competitive advantage lies in providing comprehensive robot automation solutions based on real application scenarios. Delta itself operates large intelligent factories, giving it deeper insight into actual industrial needs during robot technology upgrades.

In Q3 2025, Delta demonstrated strong profitability. Net profit after tax exceeded NT$18.6 billion, a 50% increase year-over-year, with EPS surpassing NT$7, setting a quarterly record. Cumulative net profit for the first three quarters exceeded NT$42.7 billion, with EPS over NT$16. As of October, revenue hit a record NT$57.3 billion, up nearly 50% annually, with total revenue for the first ten months surpassing NT$450.6 billion.

These figures reflect Delta’s outstanding performance amid the global AI data center construction and energy transition waves. The company is accelerating its transformation into a system integration leader and plans to launch new product lines such as AI server power supplies and liquid cooling heat dissipation in the second half of 2025, further consolidating its leadership in high-end technology markets.

Chih-Mao (2360.TW): The behind-the-scenes hero of precise robot testing

Although Chih-Mao Electronics does not directly produce robot components, it is an indispensable part of the robot industry. As a leading global provider of testing equipment, Chih-Mao has long focused on precision measurement and automation testing technology, with deep roots in high-end industries like semiconductors, optoelectronics, and electronics manufacturing.

With over 30 years of measurement technology and system integration experience, Chih-Mao provides comprehensive testing solutions for core robot components and complete machine assembly. Its testing systems support a wide range of products including industrial robots, collaborative robots, and autonomous mobile robots. Its ongoing development of high-precision intelligent testing platforms helps manufacturers significantly improve product yield and operational stability.

Financial performance in the first three quarters of 2025 is impressive: EPS more than doubled, with gross margin approaching 60%. In Q3 alone, net profit after tax reached NT$5.066 billion, a 1.59-fold increase quarter-over-quarter, with EPS of 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. Revenue from measurement and automation testing equipment in Q3 was NT$3.011 billion, up 74% annually; semiconductor testing solutions revenue was NT$2.092 billion, up 15%.

Future growth drivers for Chih-Mao include power electronics measurement and semiconductor testing equipment—key segments supporting AI robots, automation devices, and data center power supplies. As AI robot industry upgrades and capacity expands, demand for high-end testing equipment from Chih-Mao is expected to further grow.

TECO (1504.TW): The intelligent upgrade of motors and drives

Founded in 1966, TECO has developed into a major global supplier of industrial power and automation over more than half a century. Its core strength lies in long-term focus on motor and drive technology, with products widely used across various industrial scenarios, giving it a deep understanding of real factory demands for precise and stable equipment operation.

In the AI robot field, TECO’s development strategy revolves around two directions. First, its core “motor drive technology”: continuously developing higher-precision, higher-torque, and more energy-efficient motors to meet the performance needs of collaborative robots and precision assembly applications. Second, “intelligent system integration”: providing complete solutions from motors, drives, to controllers, helping customers simplify robot development.

Specifically, TECO offers automation services through its “Factory Automation” division, including robotic arms, autonomous mobile robots (AMR), and overall production line planning. These solutions are already applied in warehousing, logistics, and semiconductor manufacturing. The company also integrates its energy management systems with the TECO GOOG cloud platform to enable remote intelligent monitoring and energy consumption optimization of robot equipment.

In Q3 2025, TECO’s net profit attributable to the parent reached NT$1.593 billion, up nearly 10% from the previous quarter; for the first three quarters, net profit was NT$4.189 billion, with EPS of NT$1.98. The company’s gross profit margin and operating margin improved to 24.44% and 11.23%, respectively, indicating ongoing profit structure improvement. Looking ahead, TECO states that cooperation with Hon Hai will focus on the Taiwanese market from 2026, with energy-saving upgrades of old factories contributing to revenue.

Hecun Technology (6215.TW): A multi-field layout of key robot components

Hecun Technology has specialized in automation industry key components for over 40 years. Its products are used in 3C manufacturing, medical devices, aerospace, and more. This broad industry reach enhances the company’s resilience against market changes.

Customers include industry giants like TSMC, UMC, and Hon Hai, adding stability to its business. In the first half of 2025, Hecun’s revenue grew over 70% year-over-year to NT$1.09 billion. Vice Chairman Zhang Yisheng pointed out that after stabilizing core business, Hecun launched a second growth curve strategy in 2023 and established a dedicated robot division in 2025, offering highly flexible modular solutions.

By integrating international key robot technologies from China, Japan, Germany, and the US, Hecun has built a comprehensive AI robot solution capability. With strong order support, management expects robust growth over the next 2-3 years, with 2025 revenue and profitability reaching double digits, and gross margins outperforming last year.

NexCOBOT (8234.TW): Leader in open AI robot controllers

NexCOBOT, a subsidiary of Chuangbo, has over ten years of R&D experience in robot controllers. As one of the few market leaders offering open standard controllers supporting various robot configurations, Chuangbo develops safety modules independently and collaborates with partners to build complete robot safety solutions.

Notably, Chuangbo partnered with NVIDIA to launch humanoid robot AI modules, officially released in August 2025. This collaboration exemplifies the deep integration trend of AI chips and robot control systems. Chuangbo’s modular solutions include robot controllers, safety control platforms, AI edge computing, and mobile robot kits, helping clients efficiently develop intelligent robots.

As Taiwan’s first company to obtain “robot function safety certification” through a modular platform, Chuangbo’s technological innovation has industry recognition. Despite current market demand slowdown and economic uncertainties, NexCOBOT still aims to inject new momentum into future operations through its robot industry layout.

U.S. stock AI robot concept stocks: Global tech giants’ reserves

Beyond Taiwan, the U.S. stock market’s AI robot concept stocks are also worth investors’ attention. As the world’s largest stock market, Nasdaq hosts many of the largest and most technologically advanced AI robot companies.

Below are three standout U.S. AI robot concept stocks:

The defense sector shows enormous potential for AI robot technology. Palantir and AeroVironment have secured major contracts for autonomous systems, with stock gains of over 140% and 80%, respectively, reflecting significant U.S. government investment in autonomous defense systems.

Meanwhile, AMD, which has established a complete AI robot technology matrix in 2025, has gained over 80% since the start of the year. As a key AI chip supplier, AMD’s GPUs are widely used in robot AI computing and edge computing, making it an indispensable part of the global AI robot industry chain.

Three key criteria for investing in AI robot concept stocks

Since AI robot industry is a typical emerging sector, investors need to consider multiple factors when selecting specific stocks.

First, market demand and future prospects

The broader the application of robot technology, the greater the market demand, and the higher the growth potential of companies. Investors should prioritize companies favored by major research institutions with prospects for significant growth over the next decade within promising sub-sectors.

For example, the global humanoid robot market is projected by TrendForce to surpass $2 billion in 2027, with a CAGR of 154% from 2024 to 2027. This indicates that investors should focus on companies developing humanoid robots or planning to enter the humanoid industry chain. The surgical robot sector also sees continuous demand growth due to aging populations worldwide, with companies like Intuitive Surgical (ISRG) benefiting from strong market demand.

Second, ongoing R&D investment

AI robot industry features rapid technological iteration; companies that cannot sustain innovation will likely be eliminated. Investors should pay attention to whether companies allocate sufficient cash flow to R&D when reviewing financial reports. Firms emphasizing technological innovation tend to deliver long-term returns.

Practically, investors can monitor changes in a company’s investment cash flow (CFI). For example, Delta Electronics has significantly increased its investment cash flow since 2021, maintaining high levels—reflecting its focus on R&D and technological advancement. Prioritizing companies with high or rising CFI over the past five years is advisable.

Third, degree of AI and robot technology integration

Assess how well the company integrates AI technology with hardware. Does it have deep collaborations with AI chip leaders like NVIDIA or AMD? Are there concrete developments in robot controllers, edge computing, visual recognition, and other AI applications? These are key indicators of whether a company is truly seizing the AI robot era opportunity.

Essential risks to know before investing in AI robot stocks

While investing in AI robot concept stocks offers high-growth opportunities aligned with future technological progress—potentially uncovering ten-baggers or even hundred-baggers—it also involves significant risks.

First, the rapid pace of AI robot technology evolution is a concern. Deep integration with AI may cause market landscape shifts in a short time. Investors should closely monitor companies’ R&D capabilities and market adaptability to avoid investing in lagging firms.

Second, government policies on AI and robotics vary across countries, directly influencing company development paths. U.S. investments in autonomous defense systems and EU’s stance on robot ethics and regulation will shape the global AI robot industry trajectory.

Third, widespread adoption of robot technology could impact labor markets, potentially causing large-scale unemployment or social issues. Governments might implement restrictive policies, so investors should stay alert to regulatory changes and manage positions accordingly to mitigate black swan risks.

AI robot concept stocks represent the future of technological development, but rationality and caution are essential to seize genuine investment opportunities amid this industry revolution.