SK Square Invested in Japanese Robot Firm Mujin
The investment seeks to integrate physical AI into logistics and semiconductor business operations.
Updated on Oct. 12, 2026 in Robotics
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SK Square has invested in Japanese robotics company Mujin, participating in a 300 billion Korean won Series D funding round through its overseas subsidiary, TGC Square. Mujin develops a universal robot control platform and achieved a valuation exceeding 1 billion dollars by late 2025.
Why it matters
This move signals a strategic shift by SK Square to expand into physical AI, aiming to deploy advanced robotics across its existing semiconductor and logistics infrastructure.
Mujin reached a valuation of over 1 billion dollars by the end of 2025, approximately 1.344 trillion Korean won. This growth follows the company's development of the Mujin OS, a universal control platform designed to automate industrial robotics.
The players
SK Square
An investment holding company focused on expanding its portfolio into semiconductors, telecommunications, and emerging technologies.
Mujin
A Japanese robotics firm founded in 2011 that specializes in universal control software for industrial automation.
TGC Square
The overseas investment subsidiary of SK Square that participated in the funding round.
The details
Mujin develops Mujin OS, a universal robot control platform that enables industrial automation across diverse hardware systems. The software functions by abstracting control logic from specific robot hardware, allowing for unified operation in complex logistics environments. This integration aims to combine the physical capabilities of robotics with the analytical precision required for semiconductor manufacturing and supply chain management.
Timeline
2011: Mujin was founded.
End of 2025: Mujin reached a valuation of over 1 billion dollars.
October 11, 2026: Industry sources reported the investment.
The Tech Race
The investment follows the broader industry trend of integrating physical AI into supply chains, positioning Mujin against established industrial automation incumbents. It marks a significant push by SK Square to consolidate its robotics software stack alongside global leaders in hardware automation.
The impact of this investment will be felt first within semiconductor and logistics workflows that utilize SK Square's existing infrastructure. Users should expect a gradual transition toward unified automation platforms as the company integrates Mujin's control software into its operations.
The takeaway
SK Square is betting that controlling the software layer of robotics is the most efficient way to scale industrial automation. Watch for future capital deployment as the firm seeks new opportunities across the AI and semiconductor value chain.
Further reading
For broader context on the evolution of industrial automation, visit Robotics.
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