Elon Musk has suggested Tesla's Optimus humanoid robot could become its most important product, but making it profitable will require heavy investment in computing power, memory and batteries. The article highlights three suppliers that could benefit before the robot reaches the market: TSMC, whose third-quarter revenue rose 41% to $46.72 billion and whose advanced chips of seven nanometers or smaller made up 79% of wafer revenue; Micron, which Musk thanked for a substantial memory allocation and which could see demand from humanoid robots; and Panasonic, a long-standing Tesla battery supplier, though a specific Optimus battery deal has not been publicly confirmed. The article notes that years of engineering and production remain before Optimus is available for commercial sale.
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TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/16/2026 | 354.67 |
| Change that session | -2.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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