人形机器人技术：把握未来-Global Technology-Humanoid Tech – Grasping the Future

November 30, 2025 08:00 PM GMT Global Technology Humanoid Tech – Grasping the Future Transitioning to physical intelligence marks a pivotal chapter in human history. The rate of change is incredible, favoring those best able to adapt. We expect a humanoids semiconductor TAM of US$305bn by 2045, comprising key AI processors and sensors, and to delve deeper into the opportunity, we introduce our Humanoids Tech 25 list, highlighting key investment opportunities as the humanoid story evolves. Physical AI – clos ...