TechInsights
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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What changed, and what is the evidence.
Oct 5, 2026 · Post · posted
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TechInsights puts memory supply at 85 against demand of 100, and 90-95 next year. A balanced market needs supply 2-3% above demand, so even the recovery case stays a seller's market. Shortage eases from 3Q-4Q next year at the earliest.… |
CXMT says its G5 DRAM reaches an 11.95nm active-area half-pitch, against 16nm class at G4 and the 14nm on its own earlier roadmap — all on DUV multipatterning, no EUV. TechInsights reads it as one or two generations skipped. Scaling limits… |