How One Startup Built a (Mostly) China-Free Robot
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Startup Ati Robotics is gaining traction by developing hardware that avoids reliance on Chinese suppliers. The company leverages R&D in India to maintain competitive pricing while navigating geopolitical trade tensions.
Why it matters
As trade restrictions on robotics increase, companies that can successfully decouple their supply chains from China may gain a significant market advantage.
Investment in robotics startups hit record highs this year, both in the number of deals and dollars invested, according to PitchBook, which tracks venture capital flows. But many of those companies primarily develop software, and they largely still rely on Chinese suppliers for their hardware.
The Federal Communications Commission’s decision to ban new models of human-like robots, known as humanoids, and other advanced devices from China could hamper the growth of many smaller robotics firms in the US. But some businesses could benefit, including Ati.
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