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What changed, and what is the evidence.

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🗞️ Pulse first · 3 news posts

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🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.

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Timeline

What changed, and what is the evidence.

Oct 21, 2026 · Funding · posted

Published	Source	Headline	Topic
Oct 21, 2026, 10:04:59 AM ET	@smsehy	Demanding Korean suppliers beat Chinese pricing while building 100,000 wafers per month misunderstands semiconductor supply economics. Wafer fab tools and pure chemical consumables are priced by yield and purity, not procurement leverage.…	Compute
Oct 21, 2026, 4:41:01 AM ET	@MilkRoadAI	Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Austin. Volume production is targeted for…	Compute
Oct 20, 2026, 12:50:05 PM ET	@tphuang	How does Yttrium crunch on Japanese suppliers affect downstream players? For Semi: TEL/Lam/AMAT will all have lower reliability if they use something other than Y2O3 For AI: MLCC production for Murata, TDK & Tayiyo Yuden…	Compute
Oct 20, 2026, 12:06:00 AM ET	@pequityresearch	UBS: WFE suppliers are preparing for 30%+ annual growth for the foreseeable future, with parts of the supply chain being asked to support a potential $500B/year WFE market. $LRCX $AMAT $ONTO $KLAC $MKSI $NVMI	Compute
Oct 16, 2026, 5:41:00 PM ET	@pequityresearch	Takeaways \| SEMICON WEST 2026 What do the companies have to say about capacity and supply/demand dynamics? Link in replies 👇 $AMAT $TER $CAMT $MKSI	Compute
Oct 13, 2026, 5:30:04 AM ET	@MilkRoadAI	$AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly four acres of cleanroom space. Spending…	Compute
Oct 12, 2026, 9:04:00 AM ET	@pequityresearch	UBS: CoPoS vs EMIB-T Supply Chain $AMAT $AMKR $KLAC $LRCX	Compute
Sep 17, 2026, 8:00:48 AM ET	@pstAsiatech	Applied Materials to invest $5bn in India as country ups chip support https://t.co/ETWDcdzZus via @NikkeiAsia	Policy
Sep 11, 2026, 6:37:17 PM ET	@pequityresearch	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…	Compute
Sep 11, 2026, 6:34:24 PM ET	@pequityresearch	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…	Compute
Sep 9, 2026, 9:42:11 PM ET	@pequityresearch	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…	Compute
Sep 8, 2026, 8:09:10 PM ET	@pequityresearch	Day 1 Takeaways \| Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…	Compute
Sep 4, 2026, 6:54:50 PM ET	@ricci_nov	SKC will put 280.98bn won into glass substrate unit Absolics, its share of a 400bn won rights offering; Applied Materials is allocated about 120bn won at its 29.95% stake. First tranche of a planned 589.6bn won, 472.6bn of it capex. Glass…	Compute

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