UBS Maps the Humanoid Robot Supply Chain: $NVDA, $TSLA, $ADI and More Across Sensing, Actuators, Perception...

UBS humanoid robot supply chain:
• Dexterous Hands (Sensing): $VPG
• Actuators (Joints): $ADI, $MCHP, $TXN
• OEM Makers (Robots): $TSLA, $CCXI, $XPEV, $TER
• Perception (Head): $OUST, $SONY, $CGNX, $ON, $AMBA
• Computing (Brain): $NVDA, $AMD, $QCOM, $INTC, $SITM, $MU