Unimicron
What changed, and what is the evidence.
ComputeFactory
🗞️ 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 22, 2026 · Deployment · posted
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According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit under Nvidia's AI chips and networking… |
Chairman of Unimicron Technology, Chien Shan-Chieh, states there will be a 20% shortage of PCB substrate materials in 2027. Regarding equipment lead time, some specific machines are seeing lead time extend to 30 months. Roughly 80% of the… |
Google's 2027 Humufish TPU is slated for Intel's EMIB-T with MediaTek, but market rumors say CoWoS is being weighed as a backup as substrate yields lag; Unimicron previously targeted 50%, per DigiTimes. Sources still expect EMIB-T. Second… |
VICTORY LAP! 🟠 We called out Eternal Precision Mechanics ($7795.TW) in this post last week as part of the substrate story: 🟠 Yesterday Unimicron announced a USD $55.2m order! https://t.co/bB7dVIFwjp https://t.co/8wbCo1857c |