Angstrom Era Resets Semiconductors; LAM Accelerates New Geometries
Enjoyed kicking off the day with @LamResearch CEO Tim Archer and discussing why this moment for semis is different, how the angstrom era is causing a reset in semis, and what LAM is doing to help accelerate the adoption of new geometries of those in logic and memory. https://t.co/GrSz9T2hAw
Taiwan Cracks Down on Forged Nvidia AI Chip Exports
Taiwan is seeking to detain three individuals for forging documents in order to export Nvidia AI chips to China 50 servers. Absurd. If the goal is frontier models, these are not the GPUs you are looking for... https://t.co/4yIR6tuMMK
Analysts Underestimated Nvidia Revenue by over Six‑fold.
This graph/chart for $NVDA is just hilarious... it shows where the sell side analysts were 3 years ago on their forward estimates... this was around the time that $NVDA started to crush numbers from the H100. Back in May 2023, analysts...
CXMT IPO Highlights China's Drive for DRAM Independence
Why is Chinese DRAM maker CXMT’s IPO attracting so much attention? For good reason... https://t.co/hlHmGbEzGt via @scmpnews
NVDA Lags SOXX Gains, Potential Catch‑Up Play
Big day today with NVIDIA earnings after the close. All 30 stocks in the semiconductor index #SOXX are positive in 2026 and are also showing positive momentum. #NVDA is the 4th worst-performing stock in the index, underperforming by 46.7%. Decent...
Google, Blackstone Launch $5B AI Cloud Venture
SCOOP w/ @CaraRLombardo: Google and Blackstone plan to create a new AI cloud company to rival the likes of CoreWeave, using Google’s specialized chips. The business will launch with $5 billion in equity capital from Blackstone, which will be the...
Nvidia's Near‑Term Upside Lies in Scalable Agentic CPU Racks
Seeming like $nvda consensus ranges for FY27 ~$370-385b and FY28 ranges ~$570-580b. All those estimates not yet with firm upside models to CPU racks or Groq racks. Biggest short term upside will be from agentic CPU racks if NVIDIA...
Samsung Strike Could Wipe Out ₩100T, Hedge KOSPI Tech
Macro: Samsung strike threatens S.Korea semiconductors and exports. PM readies emergency arbitration; 1-day loss ≈₩1T; union resists. Risk: damage up to ₩100T. Trade insight: hedge KOSPI tech. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
US Regulator Probes Arm for Possible Semiconductor Monopoly
We just recorded an episode of @Supply_Chained on Arm and I didn’t see this coming: “The US competition and consumer protection regulator is probing whether Arm is trying to illegally monopolize parts of the semiconductor market,” @Bloomberg reports
US Approves NVIDIA H200 Sales to China, Defying Anthropic
The US just cleared NVIDIA to sell H200 chips to China. Exactly the opposite of what Anthropic said to do.
Amazon Acquires Minority Stake in Taiwan ASIC Designer AlChip
Amazon this week closed the purchase of a minor stake in Taiwan chip designer AlChip Alchip designs ASICs for @awscloud https://t.co/3JbqucrgWh
China's Leading Chip Foundries Project Q2 Growth Amid AI Surge
China’s top chip foundries forecast second-quarter growth amid AI boom Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans https://t.co/mXQcLS1Aig via @scmpnews
Cerebras CTO Explains Building the World's Largest Chip
was watching a bunch of Cerebras YouTube videos and CTO Sean Lie does a solid explainer here on how it builds its wafer-scale chip aka “world’s largest chip” https://t.co/yg5Phe1t92
Tech Revolutions Start Slow, Explode Despite Early Doubt
One remarkable stat is when CUDA first launched in 2007, it was downloaded only 13,000x “Difficult to use” “Parallelism is not better” “High R&D cost” “Distraction from core customers” $NVDA tanks 90% But all technological revolutions look like this “Gradually then suddenly”
Supply Crunch Forces Japanese Chip Makers to Go Monochrome
Global supply chain disruption so bad they got the Japanese chip brands switching to black and white packaging to save on ink 😭