Event Details:

The Physical AI Bottleneck: How Actuators May Stand to Benefit From the Humanoid Revolution
Wdnesday, 28 October, 2026
15:00 - 16:00 BST, 16:00 - 17:00 CEST

Behind every humanoid robot is a simple problem: how does it actually move? Actuators, the "muscles and joints" that convert AI commands into physical motion, account for an estimated 55% of humanoid hardware costs.¹ We believe that as the race for humanoid robotics heats up, demand for these core components will grow, regardless of which robot makers or AI platforms come out on top.

The KraneShares Global Humanoid Robotics and Physical AI Index UCITS ETF (Ticker: KOID) provides broad exposure to the humanoid robotics ecosystem, from companies that design and manufacture humanoid robots to their supply chains that provide key components for humanoids and embodied intelligence, including actuators.

Join KraneShares CIO Brendan Ahern, Senior Investment Strategist Derek Yan, CFA, & Max Chen of Worldline Capital to discuss:

• Why we believe actuators represent a critical bottleneck for physical AI
• How motors, precision gearboxes, sensors, and controllers enable robots to perform complex and precise tasks
• China, Japan, South Korea, and Taiwan’s roles in the robotics supply chain
• How KOID seeks to capture the full humanoid robotics ecosystem
• Live Q&A

Investors can submit questions by emailing [email protected]

1 CPD Credit Available