SK Square Invested in Japanese Robot Firm Mujin

The investment subsidiary TGC Square participated in the latest funding round for the robotics developer.

Updated on Oct. 12, 2026 in Robotics

SK Square Invested in Japanese Robot Firm Mujin

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SK Square has entered the physical AI sector by investing in Japanese company Mujin through its overseas subsidiary, TGC Square. Mujin is known for developing a universal robot control platform called Mujin OS.

Why it matters

This strategic move allows SK Square to expand its portfolio into physical AI while exploring ways to integrate Mujin robot control technology into its existing semiconductor and logistics operations.

Mujin OS serves as a universal robot control platform designed to support industrial automation. The company reached a valuation exceeding 1 billion dollars by the end of 2025.

The players

SK Square

This is a South Korean investment company that focuses on expanding its presence in the semiconductor and AI technology sectors.

Mujin

Based in Japan, this robotics company specializes in the development of universal control software for industrial automation.

TGC Square

This entity serves as the overseas investment subsidiary responsible for managing global capital interests for SK Square.

The details

TGC Square joined the Series D investment round to support the growth of the Tokyo-based developer. SK Square plans to leverage this partnership to uncover further opportunities across the AI and semiconductor value chains.

Timeline

  1. Mujin was established in 2011.

  2. The firm achieved a valuation over 1 billion dollars at the end of 2025.

  3. Industry sources reported the investment on October 11, 2026.

The Tech Race

This investment signals a shift toward integrating specialized robotics into core industrial sectors like semiconductor manufacturing. It marks a departure from traditional tech investments by focusing on the physical application of AI platforms.

The integration of Mujin control technology into logistics and semiconductor businesses may lead to faster, more automated supply chains for global consumers. These improvements in industrial efficiency are designed to optimize production timelines and lower operational costs in the long term.

The takeaway

The move highlights how major firms are pivoting to secure control over the hardware-software interface in robotics. As automation becomes more central to global manufacturing, such partnerships will likely become a standard strategy for large-scale technology entities.

Further reading

For more on developments in the field, explore the Robotics section.

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Do you trust that strategic investments in AI robotics by large companies will improve economic productivity?