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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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Physical AI Projected to Grow 20× by 2036 Nelson Tsay, president of Ennoconn ( a Taiwanese industrial computing company within the Foxconn Group, expects physical AI to take off in 2026 Tsay cited research projecting the physical AI market to grow from $6 billion in 2026 to $120 billion by 2036, a 35% CAGR. Humanoid robot shipments are expected to exceed 50,000 units in 2026, up more than 700% YoY Ennoconn operates three US factories with more than eight SMT lines, over 40 SMT lines in Europe, and manufacturing facilities in Southeast Asia
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