# Sumitomo

> Markdown twin of https://roboterminal.app/companies/sumitomo · https://roboterminal.app/companies/sumitomo.md

## On shared sources

- [Sumitomo Bakelite](https://roboterminal.app/companies/sumitomo-bakelite) (2)
- [Zhuzhou Cemented Carbide](https://roboterminal.app/companies/zhuzhou-cemented-carbide) (2)
- [ams OSRAM](https://roboterminal.app/companies/ams-osram) (1)
- [Ciena](https://roboterminal.app/companies/ciena) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Corning](https://roboterminal.app/companies/corning) (1)
- [Kyocera](https://roboterminal.app/companies/kyocera) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)

## Pulse

- [@tphuang on X](https://x.com/tphuang/status/2110136226141647341)
  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 Interconn…
- [@tphuang on X](https://x.com/tphuang/status/2110134824572707249)
  China/Japan economic war & AI supply chain
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109379463494717673)
  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 cha…
- [@logi_today on X](https://x.com/logi_today/status/2108397708507848752)
  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
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107835587163996635)
  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 transcei…
- [@smsehy on X](https://x.com/smsehy/status/2099426831539863643)
  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 mas…

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Source: Roboterminal · https://roboterminal.app/companies/sumitomo.md