Hon Hai Precision Industry Co., Ltd.

IEEE: CPO Ecosystem

Silicon Photonics Manufacturers

Intel $Intel(INTC.US)

TSMC $Taiwan Semiconductor(TSM.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

Tower Semiconductor $Tower Semicon(TSEM.US)

External laser Vendors

Lumentum $Lumentum(LITE.US)

Coherent $Coherent Corp.(COHR.US)

Intel $Intel(INTC.US)

Furukawa Electric $5801.T

Molex

Suzhou TFC Optical Communication $300394.SZ

VCSEL Manufacturers

Broadcom $Broadcom(AVGO.US)

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Adtran $Adtran(ADTN.US)

Trumpf

Vertilas

Vanguard International Semiconductor $5347.TW

Substrate Suppliers

Unimicron $3037.TW

Ibiden $4062.T

Shinko Electric Industries $6967.T

AT&S $ATS(ATS.US).VI

Nanya PCB $8046.TW

Samsung Electro-Mechanics $009150.KS

uLED Manufacturers

ams-OSRAM $American Shared Hosp(AMS.US).SW

Nichia

Lumileds

Foundries + OSATs

TSMC $Taiwan Semiconductor(TSM.US)

ASE Group $Advanced Semiconductor Engineering(ASX.US)

Amkor Technology $Amkor Tech(AMKR.US)

Intel $Intel(INTC.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

SPIL - subsidiary of ASE Group $Advanced Semiconductor Engineering(ASX.US)

IBM $IBM(IBM.US)

ODMs + OEMs

Foxconn / Hon Hai Precision Industry $2317.TW

Fabrinet $Fabrinet(FN.US)

Jabil $Jabil(JBL.US)

Glass Interposer Suppliers

Corning $Corning(GLW.US)

Intel $Intel(INTC.US)

ColorChip

Equipment/Metrology Suppliers

Keysight Technologies $Keysight Tech(KEYS.US)

FormFactor $Formfactor(FORM.US)

ficonTEC - subsidiary of RoboTechnik Intelligence Technology $300757.SZ

Yagishita Giken

Data-Pixel

Sumix

Connector/Receptacle Suppliers

US Conec

Senko Advanced Components - subsidiary of SENKO Group $9069.T

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Furukawa Electric $5801.T

Teramount

Hakusan

Orbray

Twinstar

Fiber Suppliers

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Fujikura $5803.T

Prysmian Group $PRY.MI

OFS - subsidiary of Furukawa Electric $5801.T

Yangtze Optial Fibre and Cable $6869.HK

Just dropping these 3 slides from Agility Robotics ( $Churchill Capital XI(CCXI.US) ) presentations.

For the US robotic program doomposters:

1. “75% of parts” - sourced from the USA

2. Just eyeballing the graph, looks like <$30k BOM mass production.

People were just looking at the ~$145K cost.

3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA).

So looks like majority US supply chains with targets of <$30K mass production

It does help they’re backed by $Amazon(AMZN.US) / SoftBank / Foxconn / $NVIDIA(NVDA.US) as investors to get this done.

Just personal thoughts as a shareholder in $Churchill Capital XI(CCXI.US) (NFA):

My personal biggest fear were US humanoid leaders like $Tesla(TSLA.US) were just building out their entire supply chains in China.

So US robotics could just be export controlled/halted down the road.

eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers.

And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components.

I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West.

It would be a great validation for Made in America US robotics programs.

IMO the top 5 US humanoid programs right now in terms of commercialization potential are:

1. Tesla Optimus

2. Figure

3. Agility Robotics

4. Boston Dynamics (yeah KR parent)

5. Apptronik

Tesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy.

And I’d prefer not to invest in adversarial programs just as a personal preference.

So I’ve been personally excited for Agility to be listed as early as September.