Monolithic Power Signs Long-Term GlobalFoundries Deal for Singapore 300mm Production
Monolithic Power Systems has entered a new long-term agreement with GlobalFoundries to expand production capacity for its advanced power management technologies. Under the deal, Monolithic Power will deploy its proprietary process technology at GlobalFoundries' advanced 300mm manufacturing facility in Singapore, with volume production expected to begin in early 2027. The added capacity is intended to serve rising demand across artificial intelligence, automotive, industrial and data center markets, including automotive platforms, industrial robotics and automation, and smart power stages for AI and cloud infrastructure. Monolithic Power faces competition from Analog Devices and Microchip Technology, both of which are also expanding manufacturing capacity. Monolithic Power shares have risen 43.3% over the past year versus 40% growth for the industry, and 2026 earnings estimates have increased 12.7% to $27.11 over the past 60 days while 2027 estimates have risen 18.5% to $34.73.
Sanhua Intelligent Controls: Development of Bionic Robot Electromechanical Actuators Achieves Results
Sanhua Intelligent Controls stated at its earnings briefing on August 27 that in the first half of 2026, the bionic robot industry continued to advance from technology validation toward industrial scenario deployment. Technologies such as embodied intelligence kept improving, driving pilot applications of robots in manufacturing, logistics, and inspection. As robot intelligence levels continue to rise and application scenarios gradually expand, the industry has put forward higher requirements for key technologies including perception, actuation, and thermal management. At present, the company's bionic robot electromechanical actuator products have received positive feedback from customers, product development has achieved results, core products are steadily advancing batch delivery and production line ramp-up, and new product development and market promotion are being carried out simultaneously.
Leadshine Technology's Half-Year Report Shows Strong Growth, Second Growth Curve Begins to Deliver
Leadshine Technology disclosed its 2026 half-year report on August 27. First-half revenue was 1.247 billion yuan, up 39.92 percent year on year, and net profit attributable to the parent company was 194 million yuan, up 62.79 percent. Second-quarter net profit surged 92.49 percent year on year, continuing a quarter-by-quarter acceleration trend. Servo system revenue reached 661 million yuan, up 54.82 percent, becoming the primary growth engine. Orders in hand for frameless torque motors exceeded one million units, and robot components such as dexterous hands have begun volume shipments. Although the company's earnings growth ranks among the top humanoid robot concept stocks, its price-to-earnings ratio is about 58 times, lower than peers such as Zhaowei Machinery and Moons' Electric, and the market remains divided on its valuation. Net operating cash flow fell 14.01 percent year on year, and accounts receivable accounted for 25.75 percent of total assets, so the quality of growth still needs to be watched.
