### @NOVT — Confirmed — from the Q1 2026 earnings call
Hey, people want it to be one story — it isn't one, right? Parts of 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 investment. Q1 that collective was about 15% of sales, growing about 20% year-over-year, rate expected to increase. Semiconductor about 10%, robotics about 20%, mix should not materially change as a share of total. Strength is the collective of niche positions, not one hyped line that can turn back on you.
- tier: Confirmed (✓)
- source: NOVT / The collective, not one thing
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-novt-src-novt-genai-collective-rotation
- posted: 2026-07-20T13:09:39.193Z