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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Deployment · posted
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According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit under Nvidia's AI chips and networking… |
TrendForce: CPO Testing Supply Chain $TER $AMKR $ASX $KEYS |
UBS: CoPoS vs EMIB-T Supply Chain $AMAT $AMKR $KLAC $LRCX |
Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL |
AMD, TSMC and OSAT Channel Check: 1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts. 2. While… |
TSMC would take CoWoS from 130k wafers/month at end-2026 to 260k by end-2028, per Taiwanese media, expanding Arizona and AP7. Analysts put Intel's EMIB-T at 40k-45k CoWoS-equivalent in 2028; overflow already goes to Amkor, UMC and ASE.… |
Amkor is nearly doubling its Peoria advanced packaging investment to $12B. In China, Kaifa Technology is putting 1.85B yuan into 2.5D packaging, targeting 10,000 wafers a month. Back-end capacity has turned into a capex race.… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Semiconductor $NXPI Dell Technologies… |