Why Robot Motors Still Come From China (with Mason Hensley) | ReForge 030
In this episode, Matthew Chang and Colin Russ talk with Mason Hensley (Managing Director at American Stator) about why the stator is the real bottleneck in American robotics, and what it takes to build that supply chain here from the steel coil forward.
If you care about robotics, supply chain, manufacturing, automation, domestic production, this one is for you.
What we cover
Why roughly 80 percent of small stators come out of China
Die lead times of 20 weeks here versus a third of that in Asia
The epoxy coating machine that only exists in China
Winding as a service, and a send-cut-send…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.