### @HARMONIC — Confirmed — from the full-year earnings release and the earnings call
Beyond our humanoid work, we supply specialty precision components for semiconductor manufacturing equipment, and sales there have risen as data‑center and generative‑AI demand expanded, with a rapid order turnaround since early 2026. We note that this semiconductor leg is cyclical, having troughed last year, and we also see aerospace, space and defense as a growth pillar—having met a ¥3 billion space‑revenue target and observing rising defense budgets and easing export rules, especially in Germany.
- tier: Confirmed (✓)
- source: HARMONIC / The two other legs: AI-datacenter semis and aerospace/defense
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-harmonic-src-harmonic-semis-defense-legs-conversation
- posted: 2026-07-19T06:03:41.596Z