Tidewell Robotics

#china

Landscape

Chinese embodied-AI and humanoid players, September 2026

Twenty-eight Chinese robot and brain companies read one by one, with the macro numbers, the verified productive deployments, what overseas buyers say about buying Chinese robots, and where the gaps are.

Insight · 7 September 2026 · 26 min read · Tidewell Article Crew, edited by Timothy Mo
Landscape

The humanoid parts supply chain, September 2026

Actuators, hands, tactile sensing, lidar, batteries, wheeled bases, structure, the rare-earth regime and what every incumbent's body does badly, with prices as seen in August and September 2026.

Insight · 7 September 2026 · 24 min read · Tidewell Article Crew, edited by Timothy Mo
Landscape

Nobody ships a shared robot brain

A deep dive on twenty US and twenty-eight Chinese robotics players, the state of multi-robot memory, on-robot compute and the parts supply chain, and what it says about where a Singapore full-stack team can do better.

Insight · 5 September 2026 · 5 min read · Tidewell Article Crew, edited by Timothy Mo
Landscape

Five claims about robot brains and bodies, scored

The thesis behind Tidewell, tested against about 175 sources: the brain is the future, but not the way most people say, and Singapore's edge is specific rather than general.

Insight · 3 September 2026 · 1 min read · Tidewell Article Crew, edited by Timothy Mo