Japan / China / US · Physical AI
Servo Motors & Drives
Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.
Magnets→Motor→Drive→Axis
54
Tightness score ⓘ
#41 of 56
■ Stable
Lead time
3–9 mo
Theme 1M
−10.1%% in uptrend
17%Metric to watch
Japan machine-tool and robot orders, and magnet-supply commentary.
What would prove us wrong
Weakens if ferrite or rare-earth-free motors reach parity in robots.
Servos theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 6506.T Yaskawa Electric |
Servos, drives and industrial robots | TSE Japan |
¥3,980.0 | −1.04% | −11.7% | −23.1% | −15.2% | −47.6% | 2026-10-09 | |
| 6954.T Fanuc |
Industrial robots and CNC | TSE Japan |
¥5,639.0 | +0.93% | −5.2% | −16.9% | −5.2% | −32.3% | 2026-10-23 | |
| 6503.T Mitsubishi Electric |
Factory automation and servos | TSE Japan |
¥4,696.0 | −1.55% | −10.4% | −16.1% | +3.6% | −28.0% | 2026-10-30 | |
| 6594.T Nidec |
Motors and actuators | TSE Japan |
¥1,708.0 | +0.18% | −39.5% | −31.1% | −19.9% | −41.1% | — | |
| 300124.SZ Shenzhen Inovance |
Chinese servo and automation leader | SZSE China |
¥55.25 | +3.27% | +7.1% | −10.2% | −26.2% | −31.8% | — | |
| ROK Rockwell Automation |
Industrial automation and controls | NYSE US |
$431.6 | +1.29% | −0.6% | −8.1% | +12.0% | −12.6% | 2026-11-05 |