A correction took hold Wednesday, but robotics stocks have stood out throughout the month and remained strong through Tuesday despite renewed anxiety over artificial intelligence investment in the United States.
Shares of Robotis fell 5.24 percent in early Wednesday trading after a steep run that pushed the robot maker into the KOSDAQ's top 10 by market capitalization.
The stock had gained 50.6 percent since Aug. 3 through Tuesday, lifting Robotis to 10th place on the KOSDAQ from 19th about a month earlier.
Other robotics-related shares surged Tuesday before giving up some of their gains to profit-taking Wednesday.
Samhyun jumped 29.8 percent Tuesday, near the daily limit, while HigenRNM soared 24.69 percent. Wonik Holdings rose 14.38 percent, SPG gained 13.34 percent and CP System advanced 11.52 percent. Rainbow Robotics added 3.09 percent.
The rally has put two robotics companies among the KOSDAQ's 10 largest stocks.
Rainbow Robotics ranked fifth with a market capitalization of 8.41 trillion won as of Tuesday, while Robotis ranked 10th at 4.76 trillion won.
Investor enthusiasm is being fueled by expectations that the next phase of AI investment will spread from chips and data centers into physical AI, where artificial intelligence is embedded in robots and other machines operating in the real world.
Government spending is adding to those expectations.
South Korea plans to more than triple spending on physical AI to 3.1 trillion won next year from 900 billion won this year under its proposed 2027 budget.
The government plans field trials across eight areas including manufacturing, smart factories, construction, agriculture, defense, care services, logistics and ports, while deploying about 2,000 domestically produced AI robots.
Eugene Investment & Securities said government support is expected to expand beyond research and development into purchases, field trials and mass production, potentially helping robotics companies move closer to commercialization.
Support is also being directed at components critical to humanoid robots.
The 2027 budget proposal includes 62 billion won for sensors, actuators and secondary batteries for humanoids, up about 50.4 billion won from this year.
Second Vice Finance Minister Huh Chang underscored the policy push during a Sept. 10 visit to Robotis headquarters in Seoul, where he inspected humanoid robots and actuator technology.
“We will actively support the private sector through the 2027 budget for future industry core components,” Huh said.
The government has said it plans to expand support from technology development to field testing as it tries to build a domestic supply chain for key humanoid components.
AJP Takeaways
- South Korean robot stocks rallied on Sept. 15, 2026, as Samhyun rose 29.8 percent and Hyzen R&M gained 24.7 percent on the KOSDAQ, according to Korea Exchange data.
- Rainbow Robotics and Robotis ranked fifth and 10th by market value on the KOSDAQ as of Sept. 15, 2026, with five of the top 10 companies in chips and electronic parts.
- South Korea's 2027 budget proposal would raise physical AI spending to 3.1 trillion won from 900 billion won, pending approval by the National Assembly.
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