The Physical AI Bottleneck: How Actuators May Stand to Benefit From the Humanoid Revolution

A KraneShares webinar in which CIO Brendan Ahern, senior investment strategist Derek Yan and Worldline Capital's Max Chen discuss actuators as a constraint on humanoid robotics. The description frames actuators as the components converting AI commands into physical motion and cites an estimate that they make up about 55% of humanoid hardware costs. The session also covers the roles of China, Japan, South Korea and Taiwan in the robotics supply chain and introduces two KraneShares ETFs, TORK (actuators) and KOID (broader humanoid robotics and physical AI).

1. Actuators are described as the muscles and joints that convert AI commands into physical motion, at an estimated 55% of humanoid hardware costs.
2. The KraneShares Actuator ETF (TORK) targets companies supplying controllers, electric motors, reducers, sensors, joints and complete actuator systems.
3. The KraneShares Humanoid Robotics and Physical AI ETF (KOID) provides broader exposure across robot designers and manufacturers and their supply chains.
4. The session covers the robotics supply chain roles of China, Japan, South Korea and Taiwan, and includes a live Q&A.