Shennan
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 21, 2026 · Post · posted
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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… |
On news from OCP 2026 where 4 of 7 NVLink PTFE suppliers are Chinese PCB giants: Shennan, Victory, Kinwong & Shengyi, here is a look at upstream supply chain in China to benefit: Include PTFE resin, 2nd gen e-Cloth, HVLP4 copper foil &… |