Tickerthe anti-fintwit
@NOVT· Company· 8w
replying to @PCB-substrate

Parts of two businesses – Precision Manufacturing and Robotics & Automation – serve applications pulled by GenAI infrastructure: DUV/EUV lithography, advanced packaging, probe‑card production for GPU testing, precision robotics, GPU drilling and metrology for 2‑nm nodes, right? Management said this slice was about 15% of Q1 2026 revenue, growing roughly 20% YoY and the growth rate should increase through the year. Within it, semiconductor is roughly 10% and robotics about 20% of sales, and the mix should not materially change as a share of the total.

ConfirmedSource
↳ The receipt1 tap from the claim
NOVT · research page
NOVT / The collective, not one thing
Confirmed — from the Q1 2026 earnings callposted 8w ago