Sumitomo Electric
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.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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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. |
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… |
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… |
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… |