US Autos, Auto Parts and Auto-tech: US bans foreign-produced humanoid robots and power inverters

Research evidence excerpt

US Autos, Auto Parts and Auto-tech: US bans foreign-produced humanoid robots and power inverters

Global Research

29 July 2026ab

First Read

EquitiesUS Autos, Auto Parts and Auto-tech

US bans foreign-produced humanoid robots and Americas

power inverters Automobiles

Joseph Spak, CFA

Analyst

joseph.spak@ubs.com

What's new? The US FCC has updated its covered list to include foreign-made +1-212-713 3089

humanoid (and quadruped) robots as well as power inverters.

Robert Saltzman

On the robotics side, this is supportive of TSLA and other private companies that Analyst

are aiming to produce humanoids in the US. The other company we cover robert.saltzman@ubs.com

+1-212-713 2992

currently aiming to produce humanoids is MBLY, but to date, it is unclear where

those intend to be made. While it is not clear to us from the documents we have Alejandro Nuno

seen what that means for components in robots that may be produced in other Associate Analyst

countries (currently heavily reliant on China), it seems possible to us that the alejandro.nuno@ubs.com

+1-212-713 3886

government could look to "substantial transformation" to determine the location.

In our view, this order could still help build out a US supply chain for robots. Gabriel Gonzales, CFA

Further, it could mean that developers of robots could look to well-established Associate Analyst

gabriel.gonzales@ubs.com scale manufacturers like auto companies to produce/assemble robots in the US.

+1-212-713 4866

Further, this is supportive of our view that robots may end up being regionalized

with (for example) Chinese-made humanoids possibly not being allowed in the

US and vice versa.

On the power inverter side, this to us has potentially some sweeping ramifications

as it should help shift share to US makers.