Investors in the new A+ round of CIKO have the stamp of a patient capitalist.
On the receiving end, the HongTai Fund is a leading investor in the robotics arena, having invested in more than 30 robotic industrial chain enterprises, covering several sectors such as core components, human robot bodies, body-smart large-model enterprises; Liu Bei is a senior hardware player in the field of chip semiconductors, body-smart, and has marketed a number of hard tech companies.
In the same vein as the investment team, well-known investors such as state-owned venture capital firm Shenzhen Shenzhen Fund, the leading capital of the transportation services sector, Guangzhou Shenzhen Investment, and Dongguan Capital, with a total capital of more than $71 billion, appear to be among them.
What is the reason for being surrounded by so much capital?
The answer lies in its triple-walled valley.
From domestic substitution toThe pioneers
Triple of the C.I.S.“The Walled River”
The company was founded in 2014 as a spin-off from the Department of Computer Science, focused on providing intelligent robots and solutions for the industrial landscape, and completed the divestiture of the publicly traded company in 2023, opening the way for capital participation.
With a strong commitment to new technologies, TKO has achieved a complete chain of self-development from core components, control systems, perceptual decision-making systems to expert process libraries, building full-featured R&D and autonomously controlled technological barriers. With this, TKO has deeply rooted itself in the fields of semiconductor scenarios, smart welding, 3C/auto/new energy smart installations, and has accumulated the deployment and verification of over 5,000 automated application scenarios.
Genes of scientific innovation have provided a solid technological starting point for new technologies, but the team is more interested in how to sustain technological advantages as the core engine of industrialization.
Faced with the long-standing technological accumulation and market advantages of foreign-funded brands in the field of intelligent robotics, Sino-Korean has chosen to start from core technology autonomy and industrial applications, continuing to break through key technological barriers, undertake national robotics industrialization strategy, and explore the creation of a new generation of intelligent robots for the future smart manufacturing landscape.In addition to the power of self-development and autonomous control, which is more attractive to investors, there are three characteristics of the mid-technology innovation:
First of all,China is a pioneer in the field of smart robots as a replacement for siliconThrough a series of self-developed and pioneering product innovations, the industry has established technical benchmarks and product scales: the first domestically produced 7 degrees of freedom intelligent collaboration robot, the first domestically produced two-arm intelligent collaboration robot, the first domestically produced mobile complex robot, the first domestically produced 25KG high load intelligent collaboration robot...
Each launch is a test and expansion of the technological boundaries, a two-way march of software hardware technology and manufacturing scenario verification, and at present, the company has formed nine series of product matrices that can cover the flexible production needs of diverse scenarios such as automobiles, semiconductors, precision assembly, allowing end customers to quickly complete intelligent production line upgrades, significantly shortening the delivery cycle.
Secondly,In the field of intelligent robotics, Shinji is the most knowledgeable semiconductor breaker.While most enterprises are still competing for orders for basic process scenarios such as conventional material sorting, transportation, and so on, TCM has expanded its product line all the way to high-end manufacturing areas such as semiconductor AMHS logistics, wavelength transportation, shipbuilding and heavy-duty steel custom welding.
The semiconductor industry is renowned for its high-end racetrack: rigorous cleanliness certification, micro-level positioning and transport accuracy, tens of thousands of hours of MTBF seamless operation requirements, hundreds of sophisticated process experiences, foreign brand patent monopoly.
The company is continuously investing in research and development on products such as semiconductor composite robots, mobile robots, its AMHS system is not only applied to the transfer and transport of materials in semiconductor line edges, but has also been deeply involved in the production of film, washing pre-processing, and packaging, testing, etc., and has served leading wavelengths and sealing enterprises worldwide.Several semiconductor customers commented on the introduction of the new SCSThe solutionAfterwards, labour costs decreased by 60%, and the operational capacity of the production line increased by 15%.That's enough.Meeting the FactoryStrictlyROI indicatorRequirements。
In addition, with the international authority standards such as SEMI S2, ISO CLASS 3, TÜV and others, China is one of the few manufacturers in the country to have semiconductor-sized robots overseas.
With more than a decade of experience in industrial application scenarios, the technology has accumulated expertise in thousands of service scenarios, including clever sorting, assembly, sealing, graphing, welding, spraying, waste-to-energy, quality testing, transportation, covering automotive and parts, 3C electronics, semiconductors, metal processing, and more.
These include battery seals, engine padding, body graphing provided by leading car companies such as Volkswagen, Toyota, and Mercedes; fully automated PCB assembly to detection sites provided by a 3C manufacturer's pipeline; and high-quality shipbuilding mixing solutions provided by a nationwide shipbuilding facility.
In the process of deep excavation of scenes, refined parameters such as joint motion control, force control parameters, mechanical arm posture, visual servo tracking, became the most valuable feedstock for robots in the process of physical and intelligent evolution, and with the maturation of large models and multi-modal perception technologies, robots are expected to think like humans and work like humans.
The threefold characteristics point to the same conclusion: Technicolor is not only doing a domestic replacement for robotic products, but also using scenic verification and technology to redefine the limits of the ability of intelligent robots in the industrial scene.
The chairman of Tsuko Nissun said that many companies are unwilling to do so due to technical difficulties, investment cycles or cost problems, as many companies are competing for low prices in the stock market, killing thousands of enemies and causing 800 losses.
The future competition must be a struggle for the underlying R&D and innovation inputs. Zheng Zhenko did not choose a standardized market that is easy to replicate, but instead entered the complex scene of manufacturing and high-end manufacturing, starting from real production needs, through long-term technological inputs and engineering verification, gradually breaking through the application of high-difficulty processes, expanding product barriers with technology in depth, covering multiple demands with matrix width, and jumping out of a low-price competitive mudflake.
This targeted scenario, the choice of rigid skeletal muscles, has given rise to a double response to capital market focus and manufacturing customers in 2026.5000+ Scenes Verified
Build a fly-by-the-fly data grid with physical intelligence
In 2026, the winds of the smart industry are shifting again, with large investments focused on underlying technology priorities and landing applications, and the industry is embarking on a decentralized calendar year in the aluminum industry. This means that only companies that transform technology into stable orders and continue to repurpose high-recurrence products can truly break through the cycle without fearing the heat and bubble.
In the past two years, a large number of humanoid robot products have remained at the level of emotional value, commercial performance, and many smart products from light asset algorithm companies have not been able to be accepted through the extreme ROI, high stability and comprehensive evaluation of industrial scenarios.
The main reason for this is because there are two things:External dependence on core componentsIt's costly, deliveries are uncontrollable.Lack of real industrial dataAlgorithms cannot be adapted to complex production lines.
With a deep insight into the industry's pain points, card points, the company has built a complete chain of capabilities, from core components, power-controlled human arms, to two-arm power-controlled sensing robots, to wheel-controlled human-powered robots.
The first human-made robot from Technicolor is aimed at shortening the lifecycle of products faced by industries such as automotive parts and 3C electronics, increasing demand for personalization, the flexibility of single-use, single-reuse, fast-replacement end-to-end execution tools, and the smoothness of small, medium-sized, multi-variety, and high-combustion manufacturing scenarios.
In the last year, the company has continuously updated its product line, such as the humanoid arm, the humanoid two-armed robot, the BSJ series of joint modules. Among them, the commercial humanoid arm has a rated load of 5KG, with a self-weight of only 8KG, with a load-to-weight ratio of 62.5%, stabilizing the first ladder of the lightweight humanoid arm. By 2026, its force-controlled humanoid arm has achieved bulk delivery, completing the transition from sample testing to continuous conditioning operations on the line.
The simulation arm is equipped with a self-developed BSJ series integrated joint module, which incorporates mid-range and high-drive integrated circuits, built-in torque sensors, high simulation capabilities with power control and real-time dynamic response, as well as power and flexibility.
If the ability of engineered hardware is what shapes the potassium, then the process data is what shapes the soul of the potassium with the potassium.
Based on the accumulation of 5,000+ landing projects in the automotive, semiconductor, 3C, and other industries over the past decade, TKO has accumulated a large amount of full process status data, such as transportation, installation, welding and so on, and combined this data capability with steady-state mass production, precision operation, and ubiquitously adaptable silicon industrial-grade robot arrays to develop smart matrix products that can be scaled to land around semiconductors, 3C, and other automotive scenarios.
The scarcity of technical data sets, the lack of real industrial scenario process data, the collection of poor quality and availability of industry pain points, Sino-Swiss Root Wave manufacturing, semiconductor sealing, automotive assembly, welding lines, the accumulation of exclusive process data sets, while introducing a rotary humanoid robot full-body VR remote control system, allowing data collection, training, and deployment to be seamless with intelligent robots.
The technology's innovative remote control system program, which uses VR devices to collect critical data such as waist, arms, and wrists, provides 200Hz real-time controlled transmission to ensure low latency, high dynamic posture, and synchronized motion reproduction at milliseconds, ultimately allowing robots to adapt to new product lines without a large amount of custom programming, reducing the cost of customer product line conversion and integrated use.
Meanwhile, in the field of physical intelligence, S&P has formed a vertical cycle of the deployment of silicon devices - backflow of state-of-the-art data - model generation - enhanced product competitiveness - and more orders of silicon.
The head of research and development for the new products in China said that through the continuous iteration of perception and decision-making models, the future hopes to use a set of software and hardware platforms to cover multiple processes of waste, sorting, welding, and storage, achieving a multi-use machine, significantly reducing the cost of purchasing equipment for users.
In this interview, two of the largest investors in China, Hontai Fund and Liu Bei, made it clear that investments are currently smart, with a focus on industrial delivery capabilities. This company has won consensus recognition in the current capital markets.
The FutureTwo curves:Special + general and lift
Industry leaders with physical intelligence
The deep fusion of AI technology and manufacturing is ushering the robotics industry into a new era of rapid transformation. The penetration of AI into the Chinese manufacturing market is an excellent window for automation integration enterprises.
Standing at the key nodes in 2026, TCM chooses to focus hundreds of millions of yuan of financing on two major technology areas: the AI-induced upgrading of semiconductor systems to make intelligent; and the reinforcement of the industrial hardware and physical intelligence field layout, covering core components self-development and vertical industrial model development, and building deep-rooted barriers.
The semiconductor builds deep and intelligent boundary lines that are shaping the next decade's growth. Behind the two curves is a clear approach to pioneering strategies around the semiconductor scenario:Special up and down submersion process, general downward expansion of the flexibility scene.
Special edge：Semi-conducting AMHS systems, demonstration-free welding robots, and mass delivery of standardized processes with over 5,000 landing projects;
Common end:Bulk shipments of human arms in 2026, recycled semiconductor precision control and sensing technology, significantly reducing the cost of R&D and validation of general products.
This double-track and double-track route ensures both short-term stable revenues and a long-term general man-made market, avoiding the risk of a single product track.
In the eyes of investors such as Hong Tai Fund, Liu Bei, and others, Sino-Korean Shipbuilding has underlying technology, mature products, mass landing cases, high-end customers, both early-stage growth resilience and matured enterprise revenue certainty, and is expected to grow into a global leader in industrial hardware and intelligence, an investment of great long-term value in the field of physical AI.
Investors' judgments ultimately point to a more substantial question: In the second half of the process of moving from conceptual intelligence to delivery, what kind of enterprise will really get through the cycle?
The longer he stays in the industrial sector, the more we fear him. He told high-tech robots that as the public's expectations for technology, AI, and the use of physical intelligence increase, the choice of Technicolor is to get ahead of the curve and make a commitment to engineering deliveries, mindful user experiences, and high return on investment to win back the trust of customers.
After 12 years of technological struggles, from smart robots to semiconductors to AMHS, from man-made arms to data-driven flying saucers, Techno has chosen a more difficult path:It's the technology.Sowing SeedsProduction lines,EducatingIt does.It's an industrial delivery.Standards。
When the industry finally switched its attention to the question of who's going to make a man-made shark, who's going to stabilize the delivery of a man-made shark, TechCrunch has delivered a verifiable, replicable answer using 5,000+ landing scenes, 60% of the downstream data of semiconductor customers, and human robots operating on the production line.
In the second half of the match, the smart shooter has been fired, while the midfielder is already on the runway.