### @NOVT — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: NOVT / The collective, not one thing
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-novt-src-novt-genai-collective-conversation
- posted: 2026-07-22T12:06:44.371Z