[Edaily Reporter Shin Ha-yeon ] T-Robotics co., Ltd.(117730), a company specializing in autonomous mobile robots (AMRs) and vacuum transfer systems, is trading up by around 4% during the session. This is believed to be due to T-Robotics co., Ltd. emerging as an alternative supplier following the U.S. designation of advanced Chinese-made robots as equipment posing a national security risk, given the company’s track record of large-scale supply to North American sites.

According to MP Doctor on the 3rd, as of 2:01 p.m. today, T-Robotics co., Ltd. is trading at 12,850 won, up 4.39% from the previous trading day.

On the 28th (local time), the U.S. Federal Communications Commission (FCC) imposed a complete ban on the import of new models of advanced robots manufactured overseas. As a result, a restructuring of the U.S. supply chain is becoming evident, centered on non-Chinese companies that are free from security concerns and have completed local validation.

Since 2023, T-Robotics co., Ltd. has supplied over 600 AMRs to battery plants in Kentucky and Tennessee, securing the largest track record among Korean companies based on a single North American facility.

Last June, the company secured an additional supply contract worth approximately 13 billion won with Ford Energy and has maintained a close collaborative relationship with global equipment manufacturer A for over 10 years.

Furthermore, analysts note that SamsungElectronics’ recent expansion and reorganization of its robotics division to a business unit level, along with the establishment of a Future Robotics Promotion Team, is fueling growth expectations across the entire industry and having a positive impact on the company’s stock price.