96 signals in humanoid robotics carried the tag Supply Chain & Inputs in the last 90 days (upstream — how the pieces are sourced. suppliers, talent flows, capital inflows, raw materials, training data, fab capacity, geopolitical risk on inputs. where stuff comes from), out of 312 in the last thirteen months. October 2026 had 16 signals against an average of 36 for Jul to Sept: down 56%. Named most often: AgiBot (12), Unitree (10), Tesla (7). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.
October 2026 had 16 signals against an average of 36 for Jul to Sept: down 56%. The current month is partial.
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96 supply chain & inputs signals in humanoid robotics in the last 90 days, 312 in the last thirteen months. October 2026 had 16 signals against an average of 36 for Jul to Sept: down 56%. Per month: May 42, Jun 26, Jul 27, Aug 39, Sept 43, Oct 16, Nov 1. Frontier Tech Intelligence, from 100+ sources.
Named most in the last 90 days: AgiBot (12), Unitree (10), Tesla (7), Schaeffler (5), Xpeng (5).
ByteDance posts dozens of robot-related job openings led by its SeedModel team (Robot News, 1 Nov 2026) Chinese companies built more than 95% of humanoid robots shipped, led by Agibot and Unitree (Moonshots with Peter Diamandis, 31 Oct 2026) Generative Bionics will keep industrial humanoid data, model training, and validation within Europe. (Robot News, 29 Oct 2026)
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