Industry

Swappable vs integrated: Humanoid battery standards race intensifies

With 2026 seen as the first year of mass production for humanoids, robot battery supply methods are splitting into two camps: swappable packs and integrated high-energy-density batteries. Forecasts see global shipments rising sharply through 2035, but limited run time makes securing operating hours a key task. Kiwoom Securities says operating environments drive the choice. Korea’s top three battery makers are preparing options including all-solid-state and high-nickel chemistries as demand grows.

Mobility

Tesla no longer just an EV maker as AI and energy support long-term investment case

Market views on Tesla\'s long-term investment appeal are diverging again. Analysts say slowing growth in vehicle sales contrasts with expectations for expansion in self-driving, AI and energy that continue to support a high valuation. Tesla trades at a lofty price-to-earnings multiple, while quarterly results show revenue and profit growth and record energy storage deployments. Wall Street ratings lean toward hold, with wide-ranging target prices reflecting uncertainty over execution.