Reshoring Robotics

The Federal Communications Commission this week added foreign-made “advanced robotic devices” to the list of devices it bans from being imported to the U.S. consumers.

This decision bans the import of new Chinese humanoid and quadruped robots. These foreign-made devices could “create supply chain vulnerabilities” or cybersecurity risks, according to the FCC.

From RoboStrategy CEO Andrew Kang:

“If it wasn't clear enough, the USG is putting its full weight behind the domestic robot industry.”

Reinventing Robot Arms

621,000 industrial robots were installed in 2025, up 15% on the year, with more than 4.6 million in operation. Arm hardware generates roughly $20 billion a year in revenue. We believe that number badly underplays what comes next.

We led Standard Bots' $200 million Series C because we believe it's the company built to reinvent the robot arm for physical AI and to bring the industry back to America.

Arms often get overlooked, written off as commoditized, but the reality is the opposite: there is an enormous amount of space left for growth and progress.

Watch: Standard Bots — A Short Film

“People ask if America is losing the robot arms race against China. Arms are the workhorse of automation. They do 90% of automotive welds and stack pallets by the billion. 621,000 were installed last year alone. So… does the US have a leading supplier?”
Jack Pearson (@jacklouisp), investor at RoboStrategy

Learn more:

Watch Andrew Kang's latest interview

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See the entire RoboStrategy portfolio

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“The best favor you can do for yourself is to learn about the history of robots, how they are designed, and how that design is evolving to enable these machines to be intelligent.”

Andrew Kang (@rewkang), CEO at RoboStrategy

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