prediction
The next-generation platform order from a US EV OEM expected in 3Q has slipped to early 2027, and 3rd-generation humanoid robot mass production may be delayed versus the 2028 guidance.
A prediction by 현대차증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
3분기 기대했던 美 EV OEM의 차세대 플랫폼 발주가 2027년 초로, 3세대 휴머노이드 로봇 양산 시점도 기존 가이던스(2028년) 대비 지연될 가능성
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LG Chem expects 2027 cathode material shipments to more than double versus 2026, driven by expanded supply from projects that began shipping in 3Q this year and full-year reflection.LG화학 · predictionLG Chem expects the Tennessee cathode plant to begin full-scale mass production from 1Q27, considering Ultium Cells' inventory and production plans, and aims to agree on mid-to-long-term supply volumes and compensation within the year.LG화학 · prediction초대형 IPO 일정이 2027년 상반기 마무리되고, 미국 중간선거 종료 이후 미국 증시 상승이 외국인 수급에 우호적으로 작용해 2027년 외국인 수급이 개선될 수 있다.게시글 작성자 · prediction디아이 본사 is expected to lead growth in 2027, with orders from major customers' general-purpose memory investments starting in earnest from 1Q27 and memory package tester supply volume rising sharply versus this year.현대차증권 반도체소부장/로보틱스 윤동욱 · prediction2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.하나증권 · predictionA first-generation tech VC said that in five years every home may have a robot housekeeper.kgrowth · prediction
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