Tesla (Optimus) Supply Chain

T 链（特斯拉链）T链Advanced

Component makers believed to supply, or possibly supply, Tesla's Optimus robot, mostly an A-share market label.

The “Tesla chain” is a term from China's capital markets, originally referring to suppliers of Tesla's cars, later extended mainly to companies that might supply Tesla's Optimus humanoid robot, covering actuators, planetary roller screws, harmonic reducers, coreless motors, sensors, and similar parts. Tesla has never published a complete list of Optimus suppliers, so being “part of the Tesla chain” usually comes from a company's own statements, investor-relations notes, or media reports, and a good number of these are still only at the sampling stage. Share prices of these companies often swing sharply on any Optimus news, so it's worth distinguishing a confirmed nomination from mere rumor when reading coverage.

ExampleSanhua Intelligent Controls and Tuopu Group are commonly classified as part of the Tesla chain, though much of the reported partnership detail is described as unconfirmed.

Also called: Tesla Chain, T-Chain
Related: Tesla Optimus · Tesla · Humanoid Robot Concept Stocks · Sampling / Supplier Nomination · Planetary Roller Screw · Per-Unit Content Value
Sources: Tesla AI & Robotics