At Taipei International Automation Show, NEXCOM Sheds Losses; AI/Humanoid Robot Products to Scale Up Next Year

NEXCOM (8234-TW), an industrial computer manufacturer, announced today (19th) that its operations have emerged from a downturn, turning profitable in the first seven months. Current order intake remains healthy, and the company is optimistic about the second half of the year. AI and humanoid robot-related products are expected to enter mass production within one to two quarters, with substantial growth projected for next year.

Chairman Lin Mao-Chang stated that while Q1 saw a loss due to delayed procurement schedules from major customers, the company recovered in Q2 and returned to profitability. July also showed solid growth, and the outlook for the second half remains cautiously optimistic. 'Step by step, we're moving forward and growing,' he emphasized, asserting that a repeat of Q1's losses will not occur.

Regarding robotics strategy, Shen Chien-Yi, General Manager of Chuang-Po—a subsidiary of NEXCOM—reported that order bookings grew 80% and shipments increased 30% in the first half. The positive momentum is expected to continue into the second half, driven by traditional controllers as well as new AI controllers that integrate the 'brain' and 'cerebellum' of robots, along with safety controllers. Spec-In and Design-In projects for AI-intelligent and humanoid robots are rapidly increasing, growing approximately 30%. Currently, AI-related products account for about 30% of revenue, with expectations for significant expansion next year.

On recent FCC regulations restricting Chinese robotics supply chains, GM Shen noted that U.S. companies previously purchased ready-made robots from China and developed their own AI applications. However, due to policy changes, American clients are now actively seeking 'non-red supply chains' that exclude Chinese components and are shifting toward in-house robot development and manufacturing. She confirmed receiving increasing inquiries from such customers.

Chairman Lin added that the U.S. robotics market is robust, with several large domestic manufacturers. However, they still rely on foreign suppliers for key components like controllers—and cannot depend on Chinese supply chains. Meanwhile, Europe and Japan lack sufficient modularization and open ecosystems, positioning Taiwan as an indispensable player in the 'non-red supply chain'.

At this year's Taipei International Industrial Automation Show, NEXCOM collaborated with ITRI, Compal, German technology partner Synapticon, and dozens of domestic and international component partners to launch the 'RoboWIZ AI Robotics Open Platform'. The company showcased comprehensive AI robotics kit solutions, including humanoid robots, quadruped robots, and dual-arm robots.

The RoboWIZ AI Robotics Open Platform encompasses five core technical domains: AI core control, functional safety and cybersecurity, visual perception, real-time control, and actuation systems. Chuang-Po plays a central role in robotic control, connecting ecosystem partners to enable rapid integration across all layers for robotics developers. By leveraging its pre-validated functional safety technologies, the platform significantly shortens robot development timelines.