Following the chips and AI, the USA may consider launching a national strategy for Siasun Robot&Automation.
① USA companies urge the government to launch a Siasun Robot&Automation national strategy to promote the development of the smart robot Industry and drive the development of next-generation robots in Global competition; ② The USA Association for Advanced Automation recommends that the government adopt tax incentive measures, provide federal funding, and establish a new federal robotics office to expand production capacity and promote the application of AI.
TD Cowen Maintains ATS Corp(ATS.US) With Buy Rating, Raises Target Price to $40.51
Stifel Maintains ATS Corp(ATS.US) With Buy Rating, Cuts Target Price to $36.14
Morgan Stanley Fund: Humanoid robots will gradually enter the mass production phase by 2025.
Currently, the humanoid robot industry both domestically and internationally is mainly divided into three major forces: automotive companies, robot companies, and Internet companies. The primary demand for humanoid robots such as those from Tesla is the ability for scaled production and cost reduction.
Stifel Maintains ATS Corp(ATS.US) With Buy Rating, Cuts Target Price to $35.94
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
