'Physical AI' ranks 2nd as Ministry of Economy, Trade and Industry requests approximately 2 trillion yen budget for AI, semiconductors, and robotics
★ Popular theme ranking - Top 10
1. Autonomous vehicles
2. Physical AI
3. Rare earth
4. Regional banks
5. Semiconductors
6. SaaS
7. JPX Nikkei 400
8. Artificial intelligence
9. Drones
10. Data centers
Physical AI ranked second in the popular theme ranking compiled by Minkabu and Kabutan.
In its fiscal 2027 budget request submitted on the 31st, the Ministry of Economy, Trade and Industry (METI) requested 1,991.3 billion yen (versus 1,255.7 billion yen in the initial fiscal 2026 budget) for AI, semiconductors, and robotics. The request includes unquantified items. The ministry aims to advance full-scale development of physical AI infrastructure and pursue early implementation in manufacturing, logistics, caregiving, disaster response, and decommissioning sites.
A series of physical AI announcements have also emerged recently. Silicon Studio Corporation <3907> and GDEP ADVANCE, Inc. <5885> disclosed on the 25th that they would begin a strategic collaboration in physical AI. RICOH COMPANY, LTD. <7752> announced on the 31st it developed physical AI technology capable of learning action representations independent of a robot's mechanical structure and physical configuration from videos of human and robot operations. Brains Technology, Inc. <4075> disclosed on the 28th it will offer a physical AI on-site implementation and robot deployment support service. With a string of service and technology announcements aimed at expanding physical AI adoption, market expectations are rising.
Notable physical AI stocks include FANUC CORPORATION <6954>, YASKAWA Electric Corporation <6506>, Kawasaki Heavy Industries, Ltd. <7012>, FUJITSU LIMITED <6702>, Hitachi, Ltd. <6501>, and NACHI-FUJIKOSHI CORP. <6474>. SMC CORPORATION <6273>, Harmonic Drive Systems Inc. <6324>, Nabtesco Corporation <6268>, and NSK Ltd. <6471> are also drawing attention.
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
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