US bans foreign-made humanoid robots and solar inverters over security concerns
FCC imposes import restrictions targeting Chinese manufacturers citing national security risks.
1Banned products
The FCC has prohibited new imports of humanoid robots, robot dogs, and solar power inverters, primarily targeting Chinese products. While humanoid robots are still in early development, 15,000 units were shipped globally in 2025. Solar inverters are widely used in the US for connecting renewable energy systems to the grid. The ban exempts existing installations.
2Security rationale
The FCC warned that foreign-made devices could be remotely controlled or used for surveillance. The US has long accused China of cyberattacks and data theft. Authorities highlighted risks of Chinese companies spying on Americans or tampering with products remotely. Current devices in homes won't be affected by the import ban.
3China's response
China's Foreign Ministry rejected the FCC decision, telling AP it would take "all necessary measures" to protect its companies. President Xi Jinping is scheduled to meet Donald Trump in Washington during a September state visit. Observers expect the tensions to be addressed during these high-level talks.
4Market impact
China dominates the humanoid robot market, with its two largest manufacturers accounting for most global shipments. Solar inverters play a critical role in connecting renewable systems to US power grids. The ban may significantly disrupt supply chains in these sectors and potentially lead to supply shortages.
5Previous bans
This follows other US actions against Chinese tech, including forcing TikTok's sale to US investors and banning consumer routers and surveillance equipment makers Hikvision and Dahua. These companies were allegedly linked to human rights abuses. The measures reflect growing US-China tech decoupling efforts.
6Tech cold war
The US-China technology rivalry continues to intensify, with competition over AI, semiconductors, and critical infrastructure control. Analysts suggest this ban could reshape global supply chains and manufacturing networks. Both nations are pursuing technological self-sufficiency in strategic sectors.
7Industry consequences
The robotics and renewable energy sectors will face significant disruptions. US companies must find alternative suppliers, potentially leading to cost increases and project delays in solar energy projects. The ban aims to encourage domestic manufacturing in the long term.
8Geopolitical implications
The ban creates new tensions in US-China relations, with tech conflicts potentially escalating into broader trade wars. Experts suggest the September summit might ease tensions temporarily but predict fundamental disagreements will persist. The move signals tougher US stance on Chinese tech imports.