Inside China's robotics supply chain: US local content can't hit the 65% FCC bar
taochenshh · x · 2026-09-03
After two weeks on the ground in Beijing, Shenzhen, Suzhou and Shanghai, Etna Labs maps how China's robotics supply chain works. Key fact: even localizing everything in a humanoid except the joints yields only 40% US content, versus FCC thresholds of 65% now and 75% by 2029. Robotics is becoming the next front in US-China competition, with deeply intertwined ecosystems. Full report linked.
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