MKS
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.
Related topics
Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Post · posted
| Headline |
|---|
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 |
Takeaways | SEMICON WEST 2026 What do the companies have to say about capacity and supply/demand dynamics? Link in replies 👇 $AMAT $TER $CAMT $MKSI |
MKS Instruments is preparing for a $300 billion WFE market by CY28. $MKSI https://t.co/e8KjWoO1qt |
MKS-Ophir outlines how Germanium-reduced, multi-material LWIR optical architectures can maintain imaging performance while supporting greater design flexibility, scalable production, and integration across autonomous and defense platforms.… |