Ibiden
What changed, and what is the evidence.
Compute
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 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.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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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… |
UBS: "EMIB-T execution is also better than feared. As we've been flagging, Ibiden's yield improvement is ahead of plan and have reached the ~50% target for mass production." $INTC |
Advanced packaging substrates from Japanese suppliers like Ibiden and Shinko are the true physical bottleneck in accelerated compute. Front-end wafer capacity cannot clear customer delivery schedules without multi-layer ceramic and organic… |