Robot chips beyond Nvidia: did eight chipmakers beat it last year?
Over the past year, four of the eight robot-chip makers in our selection beat Nvidia's 18% share price gain, led by Analog Devices at 64%, while the two smallest, Ambarella and Navitas, fell 27% and 47%. Changes run from the October 16, 2025 close to the October 16, 2026 close, excluding dividends.
Nvidia sells a computer built to be a robot's brain. The other chips do the rest: small chips run each joint motor, cameras and radar act as eyes, and power chips feed the motors from the battery. The eight are US-listed chipmakers with published robot material, our selection. In March 2026, Texas Instruments, STMicroelectronics and NXP each announced robot work with Nvidia, as partners.
Behind Analog Devices, Texas Instruments rose 58%, STMicroelectronics 55% and onsemi 36%.
These are not small companies. As of October 16, 2026, Texas Instruments was worth about $250 billion and Analog Devices about $190 billion (close times SEC share count, computed). Nvidia, at about $5.2 trillion, is roughly 20 times Texas Instruments.
On last fiscal year's GAAP earnings, most of them are not cheaper than Nvidia. At the October 16, 2026 close, Nvidia traded at about 44 times, Texas Instruments at 51 and Analog Devices at 87. Only NXP is lower, at 29. ST, onsemi and Microchip are above 240 times, and Ambarella and Navitas had losses. The fiscal years end November 2025 to March 2026.
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