Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

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Pokedex

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Robotics

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

Robotics

Humanoid, service, and industrial robotics suppliers across actuators, sensing, edge compute, control, power, connectivity, and OEM platforms.

75Companies10Segments7Shown

All Robotics40 Actuators6 Sensing7 Edge AI3 Motion6 Power4 Tele-op2 Autonomy SW1 Industrial OEM5 Robot OEM3 Honorable3

Market capAll caps15 > $10B7 > $100B2

Sensing - 7 companiesSorted by market cap

ADIAnalog Devices, Inc.Sensing$211.6BNASDAQ·US
APHAmphenol CorporationSensing$201.7BNYSE·US
STMSTMicroelectronics N.V.Sensing$69.7BNYSE·NL
TELTE Connectivity Ltd.Sensing$63.5BNYSE·US
ONON Semiconductor CorporationSensing$47.7BNASDAQ·US
CGNXCognex CorporationSensing$11.0BNASDAQ·US
ALGMAllegro MicroSystems, Inc.Sensing$11.0BNASDAQ·US

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