The signals · Robotics · Dimension · Supply Chain & Inputs

Supply Chain & Inputs in robotics: 267 signals in the last 90 days

Dimension: Supply Chain & Inputs · 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. · latest 1 Nov 2026

267 signals in 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 767 in the last thirteen months. October 2026 had 59 signals against an average of 113 for Jul to Sept: down 48%. Named most often: Waymo (15), Neura Robotics (7), Tesla (6). 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.

Signals per month

62May
57Jun
112Jul
108Aug
118Sept
59Oct
2Nov

October 2026 had 59 signals against an average of 113 for Jul to Sept: down 48%. The current month is partial.

The latest headlines

  1. Toyota will produce bZ4X-based robotaxi vehicles for WaymoNikkei xTech · Toyota, Waymo
  2. ByteDance posts dozens of robot-related job openings led by its SeedModel teamRobot News · ByteDance
  3. Waymo's new minivans are built in China and face tariffsMoonshots with Peter Diamandis · Waymo
  4. Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.Moonshots with Peter Diamandis · Anduril
  5. NIDS Co., Ltd. introduced optical and gas sensors at SEDEX for robotics and other applicationsPR Newswire, all releases
  6. The U.S. federal government is subsidizing upfront capital expenditure to rebuild domestic industrial capacity.a16z
  7. Castilian secured government contracts for its hypersonic missile after developing it with private venture capital.a16z
  8. JPMorgan has committed trillions of dollars to investments in physical-world infrastructure.a16z
  9. KIET ranked South Korea last among six countries for manufacturing-robot industry competitiveness.Robot News
  10. Daedong Gear and EYOU are pursuing a China-based joint venture for robot actuator development and production.Robot News · Daedong Gear, Daedong Robotics, EYOU Robotics Technology

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

Named most often, last 90 days

15Waymo7Neura Robotics6Tesla5SECO4AgiBot4NVIDIA4Unitree3Alphabet

Supply Chain & Inputs elsewhere

AI infrastructure 1,936Humanoid robotics 96The space industry 387

Robotics by dimension

Vertical Deployments 1,833Product & Tech Stack 925Use Case Economics 424Market Landscape 294Supply Chain & Inputs 268Governance & Security 234Interoperability & Platforms 185Business Models 124Human Machine Layer 80Macro Aspects & Economics 18

Questions this page answers

How much supply chain & inputs activity was there in robotics in the last 90 days?

267 supply chain & inputs signals in robotics in the last 90 days, 767 in the last thirteen months. October 2026 had 59 signals against an average of 113 for Jul to Sept: down 48%. Per month: May 62, Jun 57, Jul 112, Aug 108, Sept 118, Oct 59, Nov 2. Frontier Tech Intelligence, from 100+ sources.

Which robotics companies were named most in supply chain & inputs signals recently?

Named most in the last 90 days: Waymo (15), Neura Robotics (7), Tesla (6), SECO (5), AgiBot (4).

What are the latest supply chain & inputs signals in robotics?

Toyota will produce bZ4X-based robotaxi vehicles for Waymo (Nikkei xTech, 1 Nov 2026) ByteDance posts dozens of robot-related job openings led by its SeedModel team (Robot News, 1 Nov 2026) Waymo's new minivans are built in China and face tariffs (Moonshots with Peter Diamandis, 31 Oct 2026)

The counts are public. The signals behind them are the product.

Members read every signal with its source, ask questions across 100,000+ of them, follow the companies named and get the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month