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Morgan Stanley estimates each humanoid robot could contain about $7,200 of analog and power chips by 2030. Its supplier breakdown points to ADI at $1,625 per ro
BWB News TV • 2026-11-07 13:41 UTC • By Billy Odell Tucker-Robinson
Morgan Stanley estimates each humanoid robot could contain about $7,200 of analog and power chips by 2030. Its supplier breakdown points to ADI at $1,625 per robot, ON at $1,125 and IFX at $1,094, highlighting a new semiconductor demand path.
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