Sumitomo
What changed, and what is the evidence.
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🗞️ 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.
- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-10-14 · ✍️ RoboterminalThe Pi API Beta Is a Four-Day Loop. The Demo Is Not the Rate.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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UBS: 6-inch substrates should remain tight through 2030 because only Sumitomo Electric and AXT can mass-produce at stable quality. However, for mature 2 4 inch substrates, Chinese entrants may eventually erode the advantage of scale alone.… |
Nomura: Sumitomo Electric is on track to secure Nvidia's qualification for ultra-high-power CPO lasers in FY27 before scaling in 2H28. |
Major areas of competition bw China & Japan in AI supply chain: Semi Mfg chemicals (photoresist key to watch) Advanced Packaging (ABF key to watch & China's effort to domesticate) High speed Interconnect - China w/ Shengyi + others have… |
China/Japan economic war & AI supply chain |
Japanese giant expands China chip packaging materials output amid AI boom The investment underscores the growing importance of advanced packaging materials in the semiconductor supply chain Supply chain resilience in the "Indo-Pacific"?… |
Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity Growth: Global InP substrate capacity… |
住友ベークライト、中国と星で半導体材料増産-https://t.co/G20PQOcrFI 住友ベークライト、中国・蘇州とシンガポールで先端半導体向け封止材の生産能力を増強。シンガポールではMUF用封止材を約2倍、顆粒封止材を約3倍に拡大し、生成AIなどの需要増に対応する。 https://t.co/tHG99gyyjt |
Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transceivers, benefitting Lumentum and… |
Humanoid robots are going modular. Japan-based O-ID has introduced Modular, a practical humanoid robot with a wheeled base, designed to fit into existing industrial environments（manufacturing,logistics,inspection） Interestingly, the… |
Automating wire harness assembly at Sumitomo Wiring solves a classic manufacturing bottleneck. Deformable linear parts have resisted fixed automation for decades, making adaptive vision guidance a massive validation milestone.… |
Nvidia is prepaying billions for a material that most people have never heard of (Save this). Indium phosphide is the only material that efficiently turns electricity into laser light at fiber wavelengths and silicon cannot do it, so every… |