Semco
What changed, and what is the evidence.
ComputeFunding
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 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.
Related topics
Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
| Headline |
|---|
ABF capacity is a major issue for AI buildout. China currently has 4 major replacement option: 华正's CBF, 生益's SIF, 宏昌's GBF & 纽菲斯's NBF Theoretically, Domestic capacity will surpass China's demand by 2028, but key is qualification process… |
Glass substrates moved a step past the lab. Semco has reportedly completed initial reliability tests on 100mm glass substrates and moved to package-level verification with customer chips; JNTC commits KRW347B (~$259M) to capacity for a… |