US robot makers face challenges and opportunities amid tariffs and global trade disputes.

From Yahoo Finance: 2025-05-01 14:02:00

The Robotics Summit in Boston was abuzz with discussions on tariffs, affecting robot components like sensors and semiconductors. Tesla’s Elon Musk warned about delays due to China’s restrictions on rare earth magnets. Some see a potential upside in shifting to domestic supplies amid global trade disputes. Humanoids show promise in automation.

As American businesses seek domestic supplies amid tariffs, the robotics industry faces challenges and opportunities. The impact on supply chains and development of U.S.-based robots is a topic of intense discussion at the summit. Humanoids like Boston Dynamics’ Atlas and Unitree’s G1 attract curiosity but face cost challenges in a niche market.

The U.S.-China trade rivalry and tariffs are adding uncertainty to the robotics industry. With concerns about supply chain complexity and delays, companies like Tennibot are navigating challenges. Canadian candidates are also more hesitant to take U.S. jobs amid the tense political environment. Discussions on industry trends and challenges continue at the summit.

Read more: US robot makers hope to beat China in humanoid race. Tariffs could affect their ambitions