Xiaomi humanoid robot completes 8-hour factory shift; memory crunch hits Apple into 2026

创业邦 · wechat · 2026-11-04

Key items from Chuangyebang's daily industry digest:

Xiaomi robotics: its humanoid robot completed its first 8-hour shift at a factory workstation (center console side-cover sorting), with autonomous error correction and line-level coordination; its embodied foundation model (built on Xiaomi-Robotics-1) started a trial in a company apartment, completing 30+ minute, 3-room, 50+ task long-horizon runs.
Memory crunch: Apple confirmed Mac and iPad supply tightness will persist until end of 2026, with shortages raising component prices and squeezing production materials.
SoC market: Counterpoint says Q3 2026 smartphone SoC shipments fell 21% YoY; Apple's share hit 21%, closing on Qualcomm's 22%, Samsung rose to 8%, MediaTek slid from 34% to 28%.
CATL: delivered its first 5.64MWh EnerQ₈ long-duration storage systems (8+ hours) to Quinbrook for Australia's 3GW/24GWh program — first GWh-scale batch delivery of its kind.
Musk vs philosophy professor: Utrecht professor Jan Broersen questioned Musk's space datacenter cooling plans (vacuum is the best insulator; only radiative cooling works); the post hit 3.2M views in hours, and Musk replied "you're a complete moron."

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