### @HARMONIC — Confirmed — from the full-year earnings release and the earnings call
Beyond humanoids we supply precision components into semiconductor equipment. Sales rose on data-center and generative-AI demand, with orders turning rapidly since early 2026. Semiconductors are a medium- to long-term growth trend, especially in the US, though the cycle troughed last year. The second pillar is aerospace, space and defense: we met a 3 billion yen space-revenue target last year, parts fly on Airbus, and rising defense budgets plus easing export rules — Germany furthest on dual-use — support the outlook. This is broad dual-use aerospace, not drone-specific.
- tier: Confirmed (✓)
- source: HARMONIC / The two other legs: AI-datacenter semis and aerospace/defense
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-harmonic-src-harmonic-semis-defense-legs-ingest
- posted: 2026-07-15T05:15:39.972Z