Methodology: layers follow the physical build of a humanoid robot, torso to toe. The bottleneck score
ranks how supply-constrained each layer becomes if humanoid volumes reach ~100K units/year — capacity concentration,
lead times, and share of joint BOM cost, not company quality. Company lists are representative, not exhaustive.
All layer framing, scores, and takes are BEP Research.
DISCLOSURE — Long NVDA, LITE, CRDO, TSEM, LSCC, ALAB, ORCL (2027 LEAPS), BE.
Positions flagged in the map. This is research, not investment advice. Do your own work.