BD Deploys Vmax 160 Pharmacy Robot at Fairview Health Services

Ally Logistic Property (Thailand), or ALP, has launched OMEGA 1 Bangna, a new smart warehouse project on a total area of more than 260,000 square metres in the Bangna-EEC economic corridor, accommodating more than 160,000 pallet positions. Chali Chang, Co-Founder and CEO of ALP, said the project develops the We Invest, You Operate concept through an Infrastructure-as-a-Service business model, under which ALP invests in and manages the building, automation hardware, software and maintenance, while tenants pay for services based on actual usage. This allows operators to access automation without bearing upfront investment, or Zero CAPEX, for racking systems, robotic cranes and automation infrastructure. The project installs a 40-metre-high automated storage and retrieval system, or AS/RS, along with high-speed cranes, which the company says work three times faster than forklifts and manual labour and raise operational efficiency by up to 35% compared with conventional warehouses. It also uses the ALPOS operating system to connect warehouse management, robots and automation on a single data platform, and is designed to LEED Gold standards. ALP is backed by partners and financial institutions in Thailand and abroad, including CapitaLand Investment Limited, Pruksa Holding, Cathay Life Insurance and Malaysia's Employees Provident Fund. In 2022, ALP co-invested in the CapitaLand SEA Logistics Fund, which has total equity of 400 million Singapore dollars. Over the past 10 years, ALP and its partners have invested a cumulative total of more than 2 billion US dollars. In the first half of 2026, the company managed more than 20 warehouses across Asia, with a combined area of more than 1.3 million square metres. It aims over the long term to develop 48 smart warehouses in eight countries, lifting managed area to 8 million square metres with total investment of more than 8 billion US dollars. OMEGA 1 Bangna is now open for operators to inquire and apply to lease space, and ALP plans to expand the model to other strategic locations in Thailand and Southeast Asia.

After market close on September 15, Hangcha Group announced plans to issue convertible corporate bonds to unspecified investors, raising no more than 2.259 billion yuan with a term of six years. After deducting issuance expenses, the proceeds will be directed to a forklift robot smart factory project, a new energy forklift expansion project, a forklift robot and logistics robot research and development project, and replenishing working capital, with planned allocations of 759 million yuan, 705 million yuan, 225 million yuan, and 570 million yuan respectively. The total investment in the forklift robot smart factory project is 872 million yuan. The matter has been approved by the company's board of directors and still requires submission to the shareholders' meeting for review. This marks another major commitment by Hangcha Group to intelligent development following its 2025 acquisition of Zhejiang Guozi Robotics Technology Company. In the first half of 2026, the company's revenue from intelligent logistics integration and robotics-related business reached 796 million yuan, up 30.81 percent year on year, while cumulative new orders for Hangcha Guozi Intelligent reached 892 million yuan, up 29.26 percent year on year.

Goldman Sachs raised its 2035 forecast for humanoid robot shipments to approximately 6.5 million units, up from about 1.4 million previously, a nearly fivefold increase, in its recently published 80-page Physical AI report. The bank also lifted its 2030 forecast from 256,000 to 890,000 units and its 2026 estimate from 51,000 to 75,000, and now values the 2035 humanoid market at roughly $138 billion versus its previous $38 billion estimate. Goldman estimates each humanoid could carry $3,000 to more than $6,000 of semiconductor content, which at 6.5 million units would translate into roughly $19.5 billion to $39 billion of annual chip demand. The bank expects logistics and warehousing to lead adoption, with automotive manufacturing following, and estimates Amazon's broader automation efforts could produce about $72 billion in cumulative service-cost savings from 2026 through 2030, potentially adding as much as 240 basis points to operating margins in an upside scenario. Goldman still flags reliability, limited real-world training data, autonomy and cost as obstacles, while Morgan Stanley has predicted 1 billion humanoid robots by 2050 and RBC Capital Markets calls it a $9 trillion market by then.