@TheBigBerbowski Furukawa Electric โ A critical AI infrastructure supplier providing high-performance optical fiber, power cables, and semiconductor materials that enable the next generation of AI data centers.
Bull case for Ibiden:
โข High exposure to advanced semiconductor packaging (AI-driven demand)
โข Strong position in ABF substrates = structural supply bottleneck
โข Margin upside as mix shifts toward high-end chips
Jensen Huang just signaled it on the NVIDIA earnings call:
Humanoid robots are closer than most think.
The key unlock? Real-time embodied learning (RL) in simulated + physical environments.
This is where the next wave is being trained.
Watch ๐๐ค