A bipartisan bill, the American Security Robotics Act, proposes banning U.S. government use of Chinese ground robots including humanoids and quadrupeds. This is part of a broader US-China tech decoupling trend that has already affected semiconductors, drones, routers, and telecom hardware. American robotics firms like Ghost Robotics could benefit from reduced Chinese competition, but face a dilemma: they still rely heavily on Chinese-made components. Analysts warn that abrupt bans without transition strategies — as seen with the drone ban — leave industry unprepared. Router supply chains have already largely shifted away from China (only 1.1% of U.S. router imports in 2025), yet the FCC ban still caught the industry off guard. Critics note the U.S. lacks a coherent overarching strategy for managing techno-economic competition with China, with security-related bans bypassing normal public comment processes.
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