Fanuc holds SCARA line steady as robotics revenue tops 44% of sales
Corporate disclosures confirm no hardware update occurred on Oct. 28, keeping the Japanese automation vendor focused on vision AI…
Company watch
All companies →Microsoft
Every EAB briefing that touches Microsoft — capital spending, plants, M&A, earnings and policy exposure. 6 briefings.
- First seen
- September 20, 2026
- Latest
- October 30, 2026
- With a linked document
- 6 of 6
- Named as exposed
- 7
- Desks
- Robotics (3), Semiconductors (2), Energy & Minerals (1)
FANUC retains hollow-arm robot fleet for factory automation
The Japanese robotics maker registered no new hollow-axis models on Oct.
HD Construction Equipment wins $286M data center engine deal
The South Korean machinery group will supply 22-liter natural gas engine blocks to Enchanted Rock through 2028 to power North…
Synopsys expands TSMC pact with agentic AI chip design tools for A14
The deployment validates autonomous EDA workflows across TSMC's 1.4-nanometer A14 node, multi-die CoWoS interposers and HBM4…
METI Pools Factory Machine Data to Train Physical AI Models
Tokyo coordinates with DMG Mori and Komatsu to assign unified IDs across 1,600 tools, targeting 100 terabytes of shop data to…
AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…