US Bans New Foreign-Made Advanced Robots Over National Security Fears

The U.S. Federal Communications Commission (FCC) has added "advanced robotic devices," including humanoid and quadruped robots, to its "Covered List," effectively blocking new models from being authorized for sale in the U.S. The move signals a sharp escalation in the technological rivalry between Washington and Beijing, shifting the focus of the "tech war" from semiconductors and software to physical hardware.

The ban specifically targets internet-connected robots weighing more than 4.4 pounds that possess the ability to sense or view their surroundings. This category includes humanoid androids as well as practical applications such as delivery bots, robot vacuum cleaners, and lawnmowers. According to the FCC, the measure addresses national security concerns regarding data collection and foreign intelligence. FCC Chairman Brendan Carr stated the action was part of an effort to "secure America's critical supply chains."

A Market Imbalance

This regulatory shift arrives as China maintains a dominant lead in the robotics sector, controlling approximately 85% of the global humanoid robot market. The scale of this lead is evident in recent shipping data: in 2025, Chinese firms Unitree and AGIBOT each shipped over 5,000 humanoid units. In contrast, U.S. competitors such as Tesla and Figure AI shipped only a few hundred units or fewer during the same period.

Industry Implications

The ban creates a strategic paradox for the U.S. robotics industry. While the government seeks to limit foreign influence, the global supply chain remains heavily dependent on Chinese components, particularly for sensors and joints. U.S. companies may find it increasingly difficult to build competitive hardware without the very expertise and parts the U.S. is attempting to block. Furthermore, the restriction threatens the growth and IPO prospects of leading Chinese firms like Unitree and AGIBOT.

Diplomatic Fallout

China's commerce ministry has denounced the measure as discriminatory and threatened "resolute" retaliation, urging the U.S. to withdraw the decision. While the ban applies only to new device models and does not affect robots already purchased or previously authorized, diplomatic tension remains high. Observers are now watching for whether Beijing will leverage its control over rare earth elements or market access to pressure U.S. tech giants in response.