“Physical AI” ranked No. 2 in the popular theme rankings compiled by MINKABU and Kabutan. The Ministry of Economy, Trade and Industry submitted an initial budget request of approximately ¥1.99 trillion for the AI, semiconductor and robotics sectors.
Physical AI ranked No. 2 in the popular theme rankings, drawing attention to related stocks.
For the fiscal year ending March 2027, METI requested ¥1.9913 trillion for the AI, semiconductor and robotics sectors, aiming to fully develop the foundations for physical AI and deploy them quickly in the field. The request also includes items for which no specific amount has been stated.
Most recently, Silicon Studio Corporation and GDEP Advance, Inc. announced that they had begun a strategic collaboration, while Ricoh Company, Ltd. announced that it had developed technology that learns from robot work videos and other data. Brains Technology, Inc. is reportedly launching a service to support field deployment.
In addition to FANUC Corporation and Yaskawa Electric Corporation, Kawasaki Heavy Industries, Ltd., Fujitsu Limited, Hitachi, Ltd. and Nachi-Fujikoshi Corporation have been cited as physical AI-related stocks. SMC Corporation, Harmonic Drive Systems, Inc., Nabtesco Corporation and NSK Ltd. are also attracting attention.