The report forecasts that semiconductors will constitute 24% of humanoid component costs by 2045, up from 5% today, with potential for 1 billion units per year. Infineon and STMicroelectronics are highlighted as top European picks, supplying microcontrollers, vision sensors, inverters, and battery management systems for humanoids and AI infrastructure. Infineon's sales from AI infrastructure are expected to grow from $1.5 billion to $3-4 billion by FY28, driven by GaN and SiC power delivery solutions for 800VDC server racks and GPUs.
Power semiconductor suppliers like Infineon and STMicroelectronics are positioned for significant growth from both humanoid robotics and the shift to 800VDC in AI server infrastructure.