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Musk's Robot Vision Fails to Sustain Rally; Mirle Automation Hits Record High
Electronic Technology · Electronic Components · economic_daily · 2026-09-03
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While Elon Musk predicts a massive surge in humanoid robots, most related Taiwan stocks retreated, except for Mirle Automation which hit a record high.
What Happened
Musk's Vision: Tesla CEO Elon Musk projected at the G20 summit that the integration of AI and robotics could lead to 1 billion humanoid robots within a decade, potentially boosting the global economy tenfold.
Market Reaction: Despite the optimistic long-term outlook, the broader robot-related stock sector in Taiwan experienced a pullback, with major players like Hiwin and Solomon seeing their share prices decline.
Mirle's Outperformance: Mirle Automation bucked the trend by hitting a record high of NT$222, driven by its role as a supplier of harmonic reducers and joint modules for Tesla's Optimus.
Strategic Expansion: To meet non-China supply chain requirements, Mirle has partnered with Kedali and Mirli Tech to establish a production base in Thailand, while also showcasing its latest robotic components at the international semiconductor exhibition.