# US-China Robotics Supply-Chain Decoupling

Governments increasingly extend national-security restrictions to Chinese-made robotics and embodied hardware, fragmenting the humanoid/quadruped supply chain into rival blocs the way chip and model controls already have; expect recurring import bans, authorization holds, and reshoring pushes.

- Conviction: 35 / 100 (forming)
- Horizon: Emerging (watchlist)
- Tracking since: 2026-07-31T00:00:00.000Z
- Last updated: 2026-07-31T06:02:07.324Z
- Canonical: https://polylog.news/ai/trends/robotics-supply-chain-decoupling
- Publisher: Polylog
- Affected regions: United States, China

## Recent evidence

- [confirms] US Regulator Bars New Foreign-Made Humanoid Robots, Citing Supply-Chain Security (2026-07-31): The FCC's July 28 order withholds equipment authorization from new foreign-made humanoid and quadruped robots on supply-chain-security grounds, targeting a market where China holds roughly 85% share.