MarketWatch
중도 성향
기타
Ciena’s stock is tumbling and taking other optical-networking shares down with it
Investors were expecting a “more material beat and raise” than what Ciena delivered with its latest earnings report, one analyst says.
🇺🇸 미국 · "OPTICAL" · 총 6건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 11,953건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 11,951건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 19.1(중도 균형)입니다.
Investors were expecting a “more material beat and raise” than what Ciena delivered with its latest earnings report, one analyst says.
Nvidia’s Jensen Huang spoke highly of Marvell, and his comments are sparking broad enthusiasm for providers of optical components.
The system uses BAE’s Rapid Optical Observation and Kill (ROOK) program, which takes down threats by “confusing,” or jamming missile systems or drones.
This sponsored article is brought to you by Master Bond. Outgassing is the release of volatile substances from a cured adhesive over time. These released materials, which may include residual solvents, unreacted monomers, or other chemical species, can deposit on nearby surfaces, causing contamination that interferes with sensitive components. What Is Outgassing and How Is It Measured? The industry standard for measuring outgassing is ASTM E595, developed by NASA. This test exposes a cured sample to 125 °C at high vacuum (10⁻⁵ to 10⁻⁶ torr) for 24 hours, measuring Total Mass Loss (TML) and Collected Volatile Condensable Materials (CVCM). To meet NASA low outgassing requirements, materials must exhibit less than 1 percent TML and less than 0.1 percent CVCM. Optical assemblies need contamination-free bonding and prevention of fogging the optics to maintain clarity. High-vacuum scientific equipment, semiconductor manufacturing tools, and aerospace electronics also demand low outgassing materials. Key Applications Low outgassing adhesives are essential wherever contamination could compromise performance and this is particularly relevant for space and satellite systems. Optical assemblies, including cameras, telescopes, and laser systems, need contamination-free bonding and prevention of fogging the optics to maintain clarity. High-vacuum scientific equipment, semiconductor manufacturing tools, and aerospace electronics also demand low outgassing materials. Even terrestrial optical devices benefit from reduced outgassing to ensure long-term reliability. EP30-2 is a versatile system can be used in a variety of applications in aerospace, electronic, optical and specialty OEM industries, especially when optical clarity and low outgassing are important criteria.Master Bond Ensuring Low Outgassing Performance Through Proper Handling Achieving specified outgassing performance requires attention to storage, mixing, and curing. For two-part systems, use the correct mix ratio and mix thoroughly to ensure complete reaction. Follow recommended cure schedules — adding heat, even at modest temperatures of 150-200 °F, significantly improves cross-linking and reduces outgassing. For UV-curable adhesives, ensure complete cure by using the correct lamp wavelength (typically 365 nm), adequate intensity, and proper exposure time with no shadowed areas. Troubleshooting Outgassing Issues If contamination appears on optical surfaces or outgassing test results are higher than expected, an incomplete cure might be one of the root causes. The first step is to verify that the adhesive has fully hardened to its specified Shore hardness. The next step is to consider adding or extending heat cure to improve cross-linking. Master Bond Product Recommendations Master Bond offers a range of adhesives meeting NASA low outgassing requirements. EP30-2 and EP21TCHT-1 are some examples of two-part epoxy systems that have been successfully deployed in demanding vacuum applications, including ultra-high vacuum environments. For applications requiring UV cure, Master Bond provides specialty UV formulations such as UV16 meeting ASTM E595, as well as dual-cure systems (UV plus heat) such as UV22DC80-10F for assemblies where shadows prevent complete UV exposure. These dual-cure products initiate with UV light and complete curing with heat as low as 180 °F (80 °C).
Given how integral the Internet has become to everyday tasks such as shopping, paying bills, and holding virtual meetings, it’s interesting that nearly 30 percent of the global population still has no access to it. More than 2 billion people are still offline, according to a report released in November by the International Telecommunication Union. More and more people are being connected, though, thanks to IEEE Future Networks’ Connecting the Unconnected (CTU) and similar programs. Since 2021, the technical community has been working to accelerate the development, standardization, and deployment of 5G, 6G, and future generations. Every year, CTU holds a worldwide competition to seek out innovators who are in the early stages of developing technologies or applications to provide greater access. It also holds an annual summit that brings together experts, community leaders, and other interested parties to discuss strategies to expand access and foster digital inclusion. CTU expanded in several ways last year. It launched regional summits to focus on local connectivity issues, organized community-focused events, and established an expanded mentorship program to further support contest winners and the next generation of technological innovators impacting humanity. The program also partners with the IEEE Standards Association (IEEE SA) to develop guidelines for some of the submitted innovations. “IEEE Future Networks has created a community to bring all these initiatives working on digital connectivity together in a single platform and leverage the IEEE brand to help raise the visibility of their work,” says IEEE Life Fellow Sudhir Dixit, a CTU cochair and a Basic Internet Foundation cofounder, which also works to expand Internet access. A contest for new connectivity methods The CTU challenge, launched in 2021, typically receives 200 to 300 submissions each year, Dixit says. Last year 245 projects from 52 countries were submitted. Participants include academics, nonprofit organizations, startups, and students. Projects can be entered into one of three categories. The Technology Applications category is for new connectivity methods or innovations that broaden broadband access. Those who improve the affordability of Internet services can enter the Business Model category. The Community Enablement category is for strategies that promote public broadband adoption. After selecting a category, entrants choose between two tracks based on their project’s maturity. The proof-of-concept route is for early-stage but functional technology that has already produced results. The conceptual path is for projects in the theoretical phase that have not undergone full testing. “IEEE Future Networks has created a community to bring all these initiatives working on digital connectivity together in a single platform and leverage the IEEE brand to help raise the visibility of their work.” —Sudhir Dixit, Connecting the Unconnected cochair Last year’s challenge submission period was from March to June, with judging phases from June through November. The 20 winners presented their solutions in December at a virtual Winners Summit. Fourteen projects received prize money, ranging from US $500 to $2,500. Six finalists earned an honorable mention at the summit. The awards amounts have varied over the years, based on the sponsorship. Among the winners were a solar-powered community broadband network in Tanzania, a low-cost method for accessing the Internet that uses FM radio and a short message service (SMS), and a strategy for utilizing India’s rural broadband infrastructure to deliver medical services to people living in isolated, tribal, and other underserved regions. “Our job is to help further develop the technology, look for gaps, and see if it is good enough to be applied to rural villages, like those in Africa and India,” says IEEE Fellow Ashutosh Dutta, who is a CTU cochair and a professor at Johns Hopkins University, in Baltimore. “The idea behind the contest is to make sure the technology actually gets implemented at the grassroots level and is being used by the local community.” This year’s challenge submission period runs until 19 June, with judging phases from July through October. The finalists of the 2025 IEEE Connect the Unconnected challenge describe their projects.IEEE Future Networks Local connectivity discussions The CTU program hosted three regional summits last year. The North American event was held in September in Washington, D.C. In November, the Global/Asia-Pacific meeting took place in Bangalore, India; it was co-located with the IEEE Future Networks World Forum. The Europe, Middle East, and Africa summit also was held in November, in Abuja, Nigeria. Topics discussed at the summits included infrastructure solutions for universal connectivity; sustainable business models; scaling homegrown technologies; and policy, regulation, and financing issues. As of press time, the dates for this year’s regional summits had not been announced. Community-focused events To help bridge the gap between ideas and their deployment, the Connect a Community event was established to demonstrate how some new technologies might benefit people. The inaugural event was held in November in Bengaluru, India. During the daylong program, 10 of the challenge winners demonstrated their connectivity solutions to villagers from seven rural communities. Dutta credits IEEE Life Fellow Rakesh Kumar with devising the event. Kumar chairs IEEE Future Directions, which was where Future Networks got its start in 2017 as the 5G Initiative. “Kumar wants to ensure the winning technologies are going to be useful for the community,” Dutta says. Providing entrepreneurs with business skills Dixit says the Future Networks team believed that simply conducting a competition and distributing prizes wasn’t enough. “We wanted to follow up with the winners, monitor their progress, and help them turn their ideas into a business,” he says. To accomplish that, IEEE launched the Empowerment Through Mentorship program, in which budding entrepreneurs are paired with industry leaders and experienced mentors who provide them with 1,000 days of guidance, coaching them on scaling up their business. “We launched the mentorship program to further the cause,” Dixit says. “These people may be good at developing technology, but they don’t know the marketing challenges, how to raise money, and other factors.” The Lemelson Foundation, an organization in Portland, Ore., that partners with IEEE, collaborated on the mentorship program. The foundation’s philanthropic strategy is to cultivate a robust ecosystem for entrepreneurs in East Africa, India, and the United States. It does so by providing the entrepreneurs with tools including financing options and access to communities that share their passion. The foundation chose to partner with IEEE “because of its powerful international network and focus on electrical engineering, which is a critical element of communications and energy infrastructure globally,” says Kory Murphy, Lemelson’s program officer for U.S. invention and entrepreneurship. “Other factors include IEEE’s focus on nontraditional or disadvantaged areas in India,” Murphy says, “and its recognition that mentorship is critical for the successful deployment of new technologies.” IEEE began an early pilot project in 2023 with support of a grant from the Lemelson Foundation, to determine if a sustained entrepreneurship mentorship program was valuable and necessary, he says. It then conducted a survey through 2024 to collect information to better understand the needs of stakeholders, mentors, and entrepreneurs in hard-to-reach areas in India. While the early pilot program was restricted to that country, its intent was to learn from the experience and share the findings globally, he says. “Our job is to help further develop the technology, look for gaps, and see if it is good enough to be applied to rural villages, like those in Africa and India.” —Ashutosh Dutta, Connecting the Unconnected cochair “The foundation’s involvement was aimed at testing certain activities, partnership strategies, and understanding the budgetary requirements for a prepilot program,” he says. “The primary goal of the foundation is to enable conditions for innovation to occur within regional systems, especially addressing the opportunity for sustained, systematic, and relational mentorship in technology innovation.” The Empowerment Through Mentorship program is structured into three tiers. One focuses on individuals and their needs, the program/technical level focuses on the invention, and the venture level guides participants from the initial concept through product testing and validation. Within each track, participants engage in activities such as networking, securing financial support, and pitching their innovations, Murphy says. “The 1,000-day approach reflects the belief that it requires a long period of time to coach and support those who traditionally are excluded,” he says. CTU mentors can be IEEE members or nonmembers who are successful entrepreneurs and own small or large companies, Dixit says. They also can work in academia. “They need to be passionate about training and mentoring other people,” Dixit says. “We have created a curriculum that covers topics such as ways to get financing from investors and how to turn ideas into a profitable business. It’s not the technology that will make the product successful; it’s everything else that goes into it.” Rural broadband architecture standards To determine whether any of the challenge’s submitted projects have the potential to become a standard, the CTU working group collaborates with the IEEE SA Industry Connections program’s 6G Rural Connectivity and Intelligent Village activity. Projects considered for standards do not have to be winners. Any project that has successfully passed the first phase, completed the second-phase requirements, and requested a review may be considered. Typically, about half of the submitted projects are reviewed for possible standard implications, Dutta says. “We selected about 60 submissions that could be potentially standardized,” he says. “Out of those, we work with IEEE SA’s rapid reactive standards activity group to narrow them down to five or 10 that can be potentially standardized. “The CTU program is not only about developing a technology or implementing it, but also standardizing it so that people around the world can use the standard.” One such project led to the development of IEEE P1962, “Standard for Providing Broadband Connectivity to Rural Infrastructure by Utilizing Solar Panels as Optical Communication Receivers.” It specifies an architecture for an optical receiver that uses solar panels and associated circuitry to provide energy-efficient, affordable, and high-speed optical wireless communication. “CTU has created a platform for the world to bring their ideas to one single place where people can talk to each other about them,” Dixit says. “We are a unifying force. We bring these many dimensions together to connect the unconnected.” CTU Challenge Winner: Community Radio Bolo The Connecting the Unconnected program offers contestants benefits that extend beyond the recognition and rewards. One participant who benefited is Ritu Srivastava, a telecommunications engineer and IEEE member. She placed first in the 2022 technical concept category for her project, Community Radio Bolo (CR Bolo). The verb bolo means speak in Hindi. Internet services in India’s rural areas are either unavailable or have spotty coverage. People there rely on community radio stations to get news about local events and issues. There are about 300 such stations in India, Srivastava says. To provide broadband Internet access in the Bhadrak district of Odisha, India, she developed a cost-effective hybrid network that uses an online and offline wireless mesh network installed on the tower of community radio station Radio Bulbul. Several transceiver locations, known as access points, are located at schools and community centers that are within a 5- to 7-kilometer radius, connecting them with Radio Bulbul. CR Bolo includes a plug-and-play interactive voice response system that is coupled with the hybrid wireless network. The automated telephony technology routes callers using voice commands or a telephone’s keypad to the appropriate department. The system also has a direct-to-consumer platform where manufacturers sell their products through websites or mobile apps. “CR Bolo is a unique method of leveraging rural traditional technologies and infrastructure combined with modern technology to provide meaningful access to communities,” Srivastava says, “improving livelihood opportunities and creating social and economic viability for CR stations.” She says she plans to expand the project to other rural communities in India. She will incorporate a large language model and offer a learning management system to deliver training programs and educational courses, she says. Winning CTU inspired her to become a more active IEEE volunteer, she says. She is working with the IEEE Standards Association to develop guidelines for the architecture of broadband technology used in rural areas. Because of her entrepreneurial experience, CTU hired her in 2023 to assist with the challenge and the Empowerment Through Mentorship program. Srivastava is a director at Jadeite Solutions in New Delhi. The consulting company offers nonprofit organizations that are developing socioeconomic programs with project evaluation, impact assessment, financial reviews, and similar services. She credits CTU with giving her and her community-centered model more exposure: “The CTU challenge has given me a lot of other opportunities in terms of networking, funding resources, publishing my research in IEEE journals, and presenting at national and international conferences.”
This article is brought to you by DAIMON Robotics. This April, Hong Kong-based DAIMON Robotics has released Daimon-Infinity, which it describes as the largest omni-modal robotic dataset for physical AI, featuring high resolution tactile sensing and spanning a wide range of tasks from folding laundry at home to manufacturing on factory assembly lines. The project is supported by collaborative efforts of partners across China and the globe, including Google DeepMind, Northwestern University, and the National University of Singapore. The move signals a key strategic initiative for DAIMON, a two-and-a-half-year-old company known for its advanced tactile sensor hardware, most notably a monochromatic, vision-based tactile sensor that packs over 110,000 effective sensing units into a fingertip-sized module. Drawing on its high-resolution tactile sensing technology and a distributed out-of-lab collection network capable of generating millions of hours of data annually, DAIMON is building large-scale robot manipulation datasets that include vast amounts of tactile sensing data. To accelerate the real-world deployment of embodied AI, the company has also open-sourced 10,000 hours of its data. Prof. Michael Yu Wang, co-founder and chief scientist at DAIMON Robotics, has pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.DAIMON Robotics Behind the strategy is Prof. Michael Yu Wang, DAIMON’s co-founder and chief scientist. Prof. Wang earned his PhD at Carnegie Mellon — studying manipulation under Matt Mason — and went on to found the Robotics Institute at the Hong Kong University of Science and Technology. An IEEE Fellow and former Editor-in-Chief of IEEE Transactions on Automation Science and Engineering, he has spent roughly four decades in the field. His objective is to address the missing “insensitivity” of robot manipulation, which practically relies on the dominant Vision-Language-Action (VLA) model. He and his team have pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision. We spoke with Prof. Wang about how tactile feedback aims to change dexterous manipulation, how the dataset initiative is foreseen to improve our understanding of robotic hands in natural environments, and where — from hotels to convenience stores in China — he sees touch-enabled robots making their first real-world inroads. Daimon-Infinity is the world’s largest omni-modal dataset for Physical AI, featuring million-hour scale multimodal data, ultra-high-res tactile feedback, data from 80+ real scenarios and 2,000+ human skills, and more.DAIMON Robotics The Dataset Initiative This month, DAIMON Robotics released the largest and most comprehensive robotic manipulation dataset with multiple leading academic institutions and enterprises. Why releasing the dataset now, rather than continuing to focus on product development? What impact will this have on the embodied intelligence industry? DAIMON Robotics has been around for almost two and a half years. We have been committed to developing high-resolution, multimodal tactile sensing devices to perceive the interaction between a robot’s hand (particularly its fingertips) and objects. Our devices have become quite robust. They are now accepted and used by a large segment of users, including academic and research institutes as well as leading humanoid robotics companies. As embodied AI continues to advance, the critical role of data has been clearer. Data scarcity remains a primary bottleneck in robot learning, particularly the lack of physical interaction data, which is essential for robots to operate effectively in the real world. Consequently, data quality, reliability, and cost have become major concerns in both research and commercial development. This is exactly where DAIMON excels. Our vision-based tactile technology captures high-quality, multimodal tactile data. Beyond basic contact forces, it records deformation, slip and friction, material properties and surface textures — enabling a comprehensive reconstruction of physical interactions. Building on our expertise in multimodal fusion, we have developed a robust data processing pipeline that seamlessly integrates tactile feedback with vision, motion trajectories, and natural language, transforming raw inputs into training-ready dataset for machine learning models. Recognizing the industry-wide data gap, we view large-scale data collection not only as our unique competitive advantage, but as a responsibility to the broader community. By building and open-sourcing the dataset, we aim to provide the high-quality “fuel” needed to power embodied AI, ultimately accelerating the real-world deployment of general-purpose robotic foundation models. The robotics industry is highly competitive, and many teams have chosen to focus on data. DAIMON is releasing a large and highly comprehensive cross-embodiment, vision-based tactile multimodal robotic manipulation dataset. How were you able to achieve this? We have a dedicated in-house team focused on expanding our capabilities, including building hardware devices and developing our own large-scale model. Although we are a relatively small company, our core tactile sensing technology and innovative data collection paradigm enable us to build large-scale dataset. Our approach is to broaden our offering. We have built the world’s largest distributed out-of-lab data collection network. Rather than relying on centralized data factories, this lightweight and scalable system allows data to be gathered across diverse real-world environments, enabling us to generate millions of hours of data per year. “To drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.” —Prof. Michael Yu Wang, DAIMON Robotics This dataset is being jointly developed with several institutions worldwide. What roles did they play in its development, and how will the dataset benefit their research and products? Besides China based teams, our partners include leading research groups from universities, such as Northwestern University and the National University of Singapore, as well as top global enterprises like Google DeepMind and China Mobile. Their decision to partner with DAIMON is a strong testament to the value of our tactile-rich dataset. Among the companies involved there are some that have already built their own models but are now incorporating tactile information. By deploying our data collection devices across research, manufacturing and other real-world scenarios, they help us to gather highly practical, application-driven data. In turn, our partners leverage the data to train models tailored to their specific use cases. Furthermore, to drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community. Equipped with Daimon’s visuotactile sensor, the gripper delicately senses contact and precisely controls force to pick up a fragile eggshell.Daimon Robotics From VLA to VTLA: Why Tactile Sensing Changes the Equation The mainstream paradigm in robotics is currently the Vision-Language-Action (VLA) model, but your team has proposed a Vision-Tactile-Language-Action (VTLA) model. Why is it necessary to incorporate tactile sensing? What does it enable robots to achieve, and which tasks are likely to fail without tactile feedback? Over these years of working to make generalist robots capable of performing manipulation tasks, especially dexterous manipulation — not just power grasping or holding an object, but manipulating objects and using tools to impart forces and motion onto parts — we see these robots being used in household as well as industrial assembly settings. It is well established that tactile information is essential for providing feedback about contact states so that robots can guide their hands and fingers to perform reliable manipulation. Without tactile sensing, robots are severely limited. They struggle to locate objects in dark environments, and without slip detection, they can easily drop fragile items like glass. Furthermore, the inability to precisely control force often leads to failed manipulation tasks or, in severe cases, physical damage. Naturally, the VLA approach needs to be enhanced to incorporate tactile information. We expanded the VLA framework to incorporate tactile data, creating the VTLA model. An additional benefit of our tactile sensor is that it is vision-based: We capture visual images of the deformation on the fingertip surface. We capture multiple images in a time sequence that encodes contact information, from which we can infer forces and other contact states. This aligns well with the visual framework that VLA is based upon. Having tactile information in a visual image format makes it naturally suitable for integration into the VLA framework, transforming it into a VTLA system. That is the key advantage: Vision-based tactile sensors provide very high resolution at the pixel level, and this data can be incorporated into the framework, whether it is an end-to-end model or another type of architecture. DAIMON has been known for its vision-based tactile sensors that can pack over 110,000 effective sensing units.DAIMON Robotics The Technology: Monochromatic Vision-based Tactile Sensing You and your team have spent many years deeply engaged in vision-based tactile sensing and have developed the world’s first monochromatic vision-based tactile sensing technology. Why did you choose this technical path? Once we started investigating tactile sensors, we understood our needs. We wanted sensors that closely mimic what we have under our fingertip skin. Physiological studies have well documented the capabilities humans have at their fingertips — knowing what we touch, what kind of material it is, how forces are distributed, and whether it is moving into the right position as our brain controls our hands. We knew that replicating these capabilities on a robot hand’s fingertips would help considerably. When we surveyed existing technologies, we found many types, including vision-based tactile sensors with tri-color optics and other simpler designs. We decided to integrate the best of these into an engineering-robust solution that works well without being overly complicated, keeping cost, reliability, and sensitivity within a satisfactory range, thus ultimately developing a monochromatic vision-based tactile sensing technique. This is fundamentally an engineering approach rather than a purely scientific one, since a great deal of foundational research already existed. With the growing realization of the necessity of tactile data, all of this will advance hand in hand. DAIMON vision-based tactile sensor captures high-quality, multimodal tactile data.DAIMON Robotics Last year, DAIMON launched a multi-dimensional, high-resolution, high-frequency vision-based tactile sensor. Compared with traditional tactile sensors, where does its core advantage lie? Which industries could it potentially transform? The key features of our sensors are the density of distributed force measurement and the deformation we can capture over the area of a fingertip. I believe we have the highest density in terms of sensing units. That is one very important metric. The other is dynamics: the frequency and bandwidth — how quickly we can detect force changes, transmit signals, and process them in real time. Other important aspects are largely engineering-related, such as reliability, drift, durability of the soft surface, and resistance to interference from magnetic, optical, or environmental factors. A growing number of researchers and companies are recognizing the importance of tactile sensing and adopting our technology. I believe the advances in tactile sensing will elevate the entire community and industry to a higher level. One of our potential customers is deploying humanoid robots in a small convenience store, with densely packed shelves where shelf space is at a premium. The robot needs to reach into very tight spaces — tighter than books on a shelf — to pick out an object. Current two-jaw parallel grippers cannot fit into most of these spaces. Observing how humans pick up objects, you clearly need at least three slim fingers to touch and roll the object toward you and secure it. Thus, we are starting to see very specific needs where tactile sensing capabilities are essential. From Academia to Startup After 40 years in academia — founding the HKUST Robotics Institute, earning prestigious honors including IEEE Fellow, and serving as Editor-in-Chief of IEEE TASE — what motivated you to found DAIMON Robotics? I have come a long way. I started learning robotics during my PhD at Carnegie Mellon, where there were truly remarkable groups working on locomotion under Marc Raibert, who founded Boston Dynamics, and on manipulation under my advisor, Matt Mason, a leader in the field. We have been working on dexterous manipulation, not only at Carnegie Mellon, but globally for many years. However, progress has been limited for a long time, especially in building dexterous hands and making them work. Only recently have locomotion robots truly taken off, and only in the last few years have we begun to see major advancements in robot hands. There is clearly room for advancing manipulation capabilities, which would enable robots to do work like humans. While at Hong Kong University of Science and Technology, I saw increasingly greater people entering this area in the form of students and postdoctoral researchers. We wanted to jumpstart our effort by leveraging the available capital and talent resources. Fortunately, one of my postdocs, Dr. Duan Jianghua, has a strong sense for commercial opportunities. Recognizing the rapid growth of robotics market and the unique value that our vision-based tactile sensing technology could bring, together we started DAIMON Robotics, and it has progressed well. The community has grown tremendously in China, Japan, Korea, the U.S., and Europe. Robots equipped with DAIMON technology have been deployed in factory settings. The company aims to enable robots to achieve “embodied intelligence” and close the gap between what they can see and what they can feel.DAIMON Robotics Business Model and Commercial Strategy What is DAIMON’s current business model and strategic focus? What role does the dataset release play in your commercial strategy? We started as a device company focused on making highly capable tactile sensors, especially for robot hands. But as technology and business developed, everyone realized it is not just about one component, rather the entire technology chain: devices, data of adequate quality and quantity, and finally the right framework to build, train, and deploy models on robots in real application environments. Our business strategy is best described as “3D”: Devices, Data, and Deployment. We build devices for data collection, our own ecosystem, and for deploying them in our partners’ potential application domains. This enables the collection of real-world tactile-rich data and complete closed-loop validation. This will become an integral part of the 3D business model. Most startups in this space are following a similar path until eventually some may become more specialized or more tightly integrated with other companies. For now, it is mostly vertical integration. Embodied Skills and the Convergence Moment You’ve introduced the concept of “embodied skills” as essential for humanoid robots to move beyond having just an advanced AI “brain.” What prompted this insight? What new capabilities could embodied skills enable? After the rapid evolution of models and hardware over the past two years, has your definition or roadmap for embodied skills evolved? We have come a long way now see a convergence point where electrical, electronic, and mechatronic hardware technologies have advanced tremendously in last two decades. Robots are now fully electric, do not require hydraulics, because hardware has evolved rapidly. Modern electronics provide tremendous bandwidth with high torques. If we can build intelligence into these systems, we can create truly humanoid robots with the ability to operate in unstructured environments, make decisions, and take actions autonomously. “Our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans.” —Prof. Michael Yu Wang, DAIMON Robotics AI has arrived at exactly the right time. Enormous resources have been invested in AI development, especially large language models, which are now being generalized into world models that enable physical AI capabilities. We would like to see these manifested in real-world systems. While both AI and core hardware technologies continue to evolve, the focus is much clearer now. For example, human-sized robots are preferred in a home environment. This is an exciting domain with a promise of great societal benefit if we can eventually achieve safe, reliable, and cost-effective robots. The Road to Real-World Deployment Today, many robots can deliver impressive demos, yet there remains a gap before they truly enter real-world applications. What could be a potential trigger for real-world deployment? Which scenarios are most likely to achieve large-scale deployment first? I think the road toward large-scale deployment of generalist robots is still long, but we are starting to see signs of feasibility within specific domains. It is very similar to autonomous vehicles, where we are yet to see full deployment of robo-taxis, while we have already started to find mobile robots and smaller vehicles widely deployed in the hospitality industry. Virtually every major hotel in China now has a delivery robot — no arms, just a vehicle that picks up items from the hotel lobby (e.g., food deliveries). The delivery person just loads the food and selects the room number. It is up to the robot thereafter to navigate and reach the guest’s room, which includes using the elevator, to deliver the food. This is already nearly 100 percent deployed in major Chinese hotels. Hotel and restaurant robots are viewed as a model for deploying humanoid robots in specific domains like overnight drugstores and convenience stores. I expect complete deployment in such settings within a short timeframe, followed by other applications. Overall, we can expect autonomous robots, including humanoids, to progressively penetrate specific sectors, delivering value in each and expanding into others. Ultimately, our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans. By seamlessly integrating into our homes and daily lives, they will genuinely benefit and serve humanity. This interview has been edited for length and clarity.