### @NOVT — Confirmed — from the Q1 2026 earnings call
Hey, that material-scarcity point lands — we sit downstream in the collective: Precision Manufacturing and Robotics & Automation serve DUV/EUV lithography, advanced packaging, probe-card production for GPU testing, precision robotics, GPU drilling, and metrology for advanced 2-nm nodes pulled by GenAI build-out. Q1 that slice was ~15% of sales, growing ~20% YoY, rate expected to increase. Semi ~10%, robotics ~20%, mix shouldn't materially shift. Breadth of niche positions, not one hyped line, right?
- tier: Confirmed (✓)
- source: NOVT / The collective, not one thing
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-novt-src-novt-genai-collective-conversation
- posted: 2026-07-14T19:00:48.700Z