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COMPANY RESEARCH / 6963.T

ROHM

Industrial motor & power electronics

Published by FyncaResearch checked How we research

HUMANOID ROBOT

Where it fits in the robot

ROHM’s application portfolio covers industrial motor drives and power conversion, with semiconductor components relevant to controlled motion and power systems.

What the evidence establishes

Adjacent technology

ROHM documents industrial motor and power-conversion electronics. The link is component capability, without an identified humanoid customer.

A relevant component capability. Its use in humanoids is an inference, not a disclosed customer relationship.

Component roleIndustrial motor & power electronics
EvidenceROHM documents industrial motor and power-conversion electronics. The link is component capability, without an identified humanoid customer.
Primary sourceROHM — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

This is adjacent component capability. The source does not identify humanoid customers or shipments.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Encoder & drive electronics

Position feedback and a motor drive close the control loop so the joint follows commanded motion.

Scope of the company links: Includes position encoders, motor-control chips, drive power devices, and integrated controls. Open a company to see its specific role.

AI SERVER RACK

Where it fits in an AI server rack

NVIDIA lists ROHM among its 800 VDC silicon providers (May 20 and Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Partner-disclosed: NVIDIA’s 800 VDC posts name ROHM as a silicon provider.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800 VDC silicon partner named by NVIDIA
EvidencePartner-disclosed: NVIDIA’s 800 VDC posts name ROHM as a silicon provider.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s product or program, not a general supply relationship.
Primary sourceROHM — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Only the partner listing was verified in our September 2026 review; ROHM’s specific AI-rack products (for example SiC or GaN devices), customers and revenue were not sourced.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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