• Gross capital: about $465 million before expenses, per the Oct 30, 2026 release.
• Salem, Oregon plant: designed for up to 10,000 robots a year. No output figure was given.
• Orders: more than $300 million committed for Digit 5, subject to milestones.

Agility Robotics said on Nov 4, 2026 that it completed its business combination with Churchill Capital Corp XI. Its common stock was expected to begin trading on Nasdaq on Nov 5, 2026 under the symbol AGLT. The company is based in Salem, Oregon.

A press release filed with the SEC on Oct 30, 2026 put the gross capital raised at approximately $465 million before deal expenses. It lists three parts: about $164 million from the Churchill XI trust account, about $201 million from a stock placement led by Foxconn at $10 a share, and $100 million of equity funding already received. An earlier release, filed when the registration statement took effect on Oct 13, 2026, had cited about $424 million from the trust, assuming no shareholders redeemed. The closing 8-K says shareholders redeemed about $261.8 million from the trust before the deal closed.

The Nov 4, 2026 release says Agility's RoboFab plant is designed to produce up to 10,000 robots a year. The Oct 13, 2026 release places RoboFab in Salem. That is design capacity, not output. The release gives no figure for robots built so far.

The company reports more than 65,000 hours of real-world operation and more than $300 million in committed multi-year orders for Digit 5. It says those orders depend on contract milestones and product specifications. The Oct 30, 2026 release adds that early-access deliveries of Digit 5 are targeted for the first half of 2027, with general availability by the end of 2027.

Digit is deployed with GXO, Schaeffler and Toyota Motor Manufacturing Canada, according to the Nov 4, 2026 release. GXO is adding two U.S. facilities, with deployments expected in early 2027. A pilot at an AGCO plant in Hesston, Kansas is expected to start in 2027.

Sources

1. SEC EDGAR, Form 8-K Exhibit 99.2 (Agility Robotics, Inc.) (Press release dated Nov 4, 2026 announcing completion of the business combination, filed as Exhibit 99.2 to Form 8-K)
2. SEC EDGAR, Form 8-K Exhibit 99.1 (Churchill Capital Corp XI) (Press release dated Oct 30, 2026 on expected closing, listing date and financing amounts)
3. SEC EDGAR, Form 8-K Exhibit 99.1 (Churchill Capital Corp XI) (Press release dated Oct 13, 2026 on the registration statement taking effect, with the trust and placement figures)

• 1,168 units sold and shipped from the end of February through October, per the company. October: 351.
• 2026 target: 2,001 units. That needs about 417 a month in November and December.
• First robot off the U.S. line: expected February 2027.

FF EAI Robotics Ecosystem Inc. (Nasdaq: FFR) said on Nov 1, 2026 that it sold and shipped 351 robot devices in October, a monthly record. It put cumulative sales and shipments since the end of February at 1,168 units. Faraday Future sold the robotics business to FFR on Oct 23, 2026, according to its Form 8-K.

An investor presentation dated Oct 26, 2026, filed as Exhibit 99.2 to that 8-K, gives the earlier months. Monthly shipments from March through September 2026 were 22, 46, 69, 105, 152, 158 and 265, for 817 units as of Sep 30. The deck labels these as company and internal data.

The deck sets a 2026 target of 2,001 units and $7.1 million in revenue. For 2027 it shows 7,400 units and $45.2 million. It calls these management projections for its robotics business on a standalone basis and says they are not commitments.

By our arithmetic, the 2,001-unit target leaves about 833 units for November and December. That is about 417 a month, against 351 in October. The Nov 1 update says the company expects more than 400 a month in both months and calls its full-year guidance approximately 2,000 devices.

The deck lists a "Hanford manufacturing facility" under a "Built in USA" program. It says the first robot is expected off the U.S. line in February 2027. The slides give no output rate for that line and no job count.

The deck lists 12 models: humanoids, quadrupeds and mobile manipulators. Listed prices run from $299 to $137,900, and the humanoids run from $299 to $89,900.

Sources

1. SEC EDGAR, Form 8-K Exhibit 99.2 (Faraday Future Intelligent Electric Inc.) (Investor presentation slide deck dated Oct 26, 2026, filed as Exhibit 99.2 to Form 8-K)
2. PR Newswire (via Finviz) (FFR weekly investor update dated Nov 1, 2026, with October and cumulative shipments)
3. SEC EDGAR, Form 8-K (Faraday Future Intelligent Electric Inc.) (Item 2.01, sale of the robotics business to FF EAI Robotics Ecosystem Inc., completed Oct 23, 2026)

• Prototype Atlas actuators: production starts in November 2026 at Uiwang, South Korea.
• Supply to the customer is expected in 2028, after joint testing.
• No volume or price was given.

Hyundai Mobis said on Oct 30, 2026, with its third-quarter results, that it will start prototype production of actuators for Boston Dynamics' Atlas humanoid robot in November 2026. Actuators are the parts that drive a robot's joints.

Press reports of the disclosure say the prototypes will be built at the Uiwang Research Institute in Gyeonggi Province, South Korea. Hyundai Mobis plans to check performance and reliability with the customer before an expected supply date of 2028.

The company also said it plans a dedicated organization to widen its robot parts business, and that annual research spending is expected to pass 2 trillion won for the first time by the end of 2026.

This is a prototype run at a research site. The reports give no production volume and no price. We could not reach the company's own release, so the details above rest on two press reports of the earnings disclosure.

Sources

1. The Herald Business (Press report dated Oct 30, 2026 on Hyundai Mobis third-quarter results and Atlas actuator plans)
2. Money Today (Press report dated Oct 30, 2026 on the Atlas actuator prototype start and 2028 supply timing)

• Cash paid, net of cash acquired: $591 million in the first nine months of 2026.
• Founder shares: 23,651,844, released at 24 and 48 months after the Feb 3, 2026 close.
• No production target or plant is disclosed in either document.

Mobileye Global filed its Form 10-Q on Oct 29, 2026, for the period that ended Sep 26, 2026. It says the company acquired 100% of the stock of Mentee Robotics Ltd., a business focused on humanoid robotics. The share purchase agreement is dated Jan 5, 2026 and the deal closed on Feb 3, 2026.

The cash flow statement shows $591 million paid for the acquisition, net of cash acquired, in the nine months ended Sep 26, 2026. The 10-Q puts the aggregate purchase price at $900 million: about $612 million in cash and 26,279,824 Class A shares.

The filing says 23,651,844 restricted shares of Class A stock were issued to the Mentee founders. They are held by a trustee and released in equal portions 24 and 48 months after the closing date. Mobileye reports $173 million of unrecognized compensation cost on these shares, to be recognized over a weighted-average period of 3.36 years.

In its Oct 29, 2026 earnings release, the company says it acquired Mentee "to pursue the future of physical AI and humanoid robots." The same release warns that the humanoid robotics industry and its technology may not develop as expected.

Neither document gives a production plan, a unit target or a factory location for Mentee's robot.

Sources

1. SEC EDGAR, Form 10-Q (Mobileye Global Inc.) (Quarterly report for the period ended Sep 26, 2026, filed Oct 29, 2026)
2. SEC EDGAR, Form 8-K Exhibit 99.1 (Mobileye Global Inc.) (Third-quarter 2026 results press release dated Oct 29, 2026)

• Signed Oct 28, 2026. Published Nov 2, 2026 at 91 FR 69199.
• Humanoid and quadruped robots are named. So are parts and components.
• No tariff, duty or quota is set. Talks come first, with an update due within 180 days.

President Trump signed Proclamation 11077 on Oct 28, 2026. It was published in the Federal Register on Nov 2, 2026 (91 FR 69199, document 2026-22385). The title is "Adjusting Imports of Robotics, Industrial Machinery, and Their Parts and Components Into the United States."

The text says Commerce found that imports in this area threaten to impair national security. It covers imports of robotics, industrial machinery and their parts and components. It names advanced robots "such as autonomous robots, humanoid and quadruped robots, and autonomous ground vehicles" as examples of robots that support the U.S. military. It sets no product list or tariff codes.

The proclamation sets no tariff rate, duty or quota. It directs the Commerce Secretary and the U.S. Trade Representative to jointly pursue negotiations of agreements with trading partners. They must give the President an update within 180 days of the proclamation date.

It also says the President may later consider "imposing or modifying tariffs, duties, quotas, and fees" depending on how the talks go. The same sentence lists a possible program to encourage new investment in U.S. production of robotics and industrial machinery.

For robot makers that buy actuators, sensors and other parts from abroad, the document sets nothing new to pay today. It does put parts and components inside the scope of any later action.

Sources

1. Federal Register (via GovInfo) (Proclamation 11077, 91 FR 69199, Federal Register document 2026-22385, published Nov 2, 2026)
2. The White House (Text of the proclamation signed Oct 28, 2026)

• Vishay Precision Group: preparing for a humanoid production ramp, tied to an unnamed customer's updated schedule.
• indie Semiconductor: more than 40 vision design wins in 2026, some in humanoid robots and drones.
• Neither release gives a robot order size, unit count or customer name.

Vishay Precision Group released third-quarter results on Nov 4, 2026, for the quarter that ended Oct 3, 2026. Its chief executive said, "Regarding humanoid robots, we are preparing for the anticipated production ramp up." He added that the timing is "aligned to our customer's updated production schedule."

The release does not name that customer. It gives no robot order amount, no unit count and no start date. Company-wide orders exceeded $100 million in the quarter, and the release does not split out any robot share.

indie Semiconductor, in an 8-K exhibit filed Nov 5, 2026, said it secured more than 40 vision design wins so far in 2026. The release says the wins include humanoid robots and drones. It names no customers and gives no values.

A design win means a customer has picked a part for a product design. It does not by itself set how many parts will be bought.

The two filings show suppliers talking about humanoid demand. They do not yet show volumes. The customer's updated schedule in the first filing is the item to watch.

Sources

1. SEC EDGAR, Form 8-K Exhibit 99.1 (Vishay Precision Group, Inc.) (Third-quarter 2026 results press release dated Nov 4, 2026)
2. SEC EDGAR, Form 8-K Exhibit 99.1 (indie Semiconductor, Inc.) (Third-quarter 2026 results press release filed Nov 5, 2026)