ASML Beats Earnings, Raises Guidance Amid Red Flags
$ASML just beat earnings and raised guidance But before you pile in - here's every red flag in one screenshot
NVIDIA's Moat: Turning AI Complexity Into Cost Savings
Drastically symplifying, but one take as the strategy/competitive advantage that is becoming more clear from $NVDA is: NVIDIA’s moat is the ability to continuously compress the full AI factory problem into better economics for customers.
Semiconductors: The 21st Century Transport Industry
Semiconductor are the transport (industry) of 21st century, says @PaulHickey of Bespoke. He was talking on CNBC, moments ago.
Broadcom Showcases Chip Design Size Evolution at Cadence Live
Our friend @CharlieKawwas from @Broadcom showing off chip design size evolution here at #CadenceLive https://t.co/UjiCdK7EYz
Dishan Technology Near 2nm AI Chip, 40% More Efficient
China’s Dishan Technology nears 2nm AI chip breakthrough, reports say Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor Technology finds a way around controls, eventually... https://t.co/gaSkdYcIks
From Chip Shortage to Industrial Systems: New Value Drivers
There is a key theme here from Jensen that underscores my recurring thesis I continually unpack @DiligenceStack: The market evolves from a semiconductor scarcity story to an industrial systems story in which energy, networking, packaging, software, and algorithmic efficiency all determine...
Cadence Sets Ambitious 2026 IP Bandwidth Targets
IP targets for @Cadence in 2026. 😎 ➡️ HBM4/4E 16G ➡️ LP6 at 14.4G ➡️ PCIe 8.0 and 448G ➡️ Intel 18AP and 14AE #CadenceLive https://t.co/DYAF0yQT2Z
Cadence Tools Can Be Accelerated on Snapdragon CPU/GPU
Pretty sure I just heard Anirudh claim you can accelerate Cadence tools on Qualcomm Snapdragon CPU and GPU. 😉
Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs
Congrats to @NUVACOREAI coming out of stealth and the @sequoia investment. The value prop makes sense. Agents are driving the need for more and better datacenter CPUs, particularly in the hyperscalers. The company says it wants to overcome the limitations of...
Fireside Chat Kicks Off CadenceLIVE with Devgan, Huang
Here at CadenceLIVE where the day will be started by a fireside chat with Anirudh Devgan and Jensen Huang.
Secure Certificates Curb Chip Counterfeits, Demand Investment
A certificate-based, tamper-proof system can stifle growing grey-market and counterfeit problems. But it requires investment and a lot more coordination. https://t.co/4zmIbwcP23 #semiconductor #PUFs #traceability #AMS #trustedsupplychain #extrinsicIDs #analog #counterfeitchips
TSM Boosts 2026 Outlook to More Bullish
With $TSM tonight, what I wrote in January on 2026 outlook is a good primer. May even be more bullish of a year than we anticiapted even two montsh ago. https://t.co/C0GIvgrEll
ASML Earnings Validate January WFE Outlook
Have a big report coming on WFE as I share a full model on the sector, foundry TAM forecast, and cost per transistor/cost per gb (memory) models. But on the heels of $asml earnings, my base report for WFE...
CRDO: SerDes‑Focused Interconnect Leader, Not Just Copper
Best to understand $crdo as an interconnect company whose vertical orientation, particularly their SerDes, puts them well positioned for every pocket of interconnects. They are not a copper company just now thinking about optical.
China Acquires US Chip Tools Through Southeast Asia Amid Supply Shift
China snaps up US chip tools via Southeast Asia amid supply chain shift @pstAsiatech: No kidding, the SME industry is global, with complex supply chains, it is the market at work...... https://t.co/6KGUxLwD5g
AVGO Secures Longer AI Chip Deals with Meta, Google
$AVGO: another extension of the partnership on custom XPUs with $META follows last week's deal with $GOOGL. The incremental is the longer duration of both partnerships. Whatever $META $GOOGL spend on AI - both intend to spend alot...
AI5 Begins Mass Production as Top AI Chip
AI5 will be one of the most produced AI chips ever. e v e r Now entering production.
Tesla AI Team Tapes Out AI5, Eyes AI6 and Dojo3
Congrats to the @Tesla_AI chip design team on taping out AI5! AI6, Dojo3 & other exciting chips in work. https://t.co/hm54TdIzBx
Exxon Holds Near‑Monopoly on Ultra‑Pure Helium for Chipmakers
Chip Makers Need Ultra-Pure Helium and Exxon Is Nearly the Sole Source of Six Nines Purity https://t.co/zcuJfHv9fX
Meta's AI Infrastructure Boom Outshines AVGO Win
$AVGO wins big in this $META deal but the infrastructure buildout is the real winner. Meta is building with $AMD $ARM $NVDA $GOOGL and more. This cycle is bigger, it’s different and it’s not zero sum. https://t.co/ltr6dY9Ftp
Rethinking Data Centers: The Whole Facility as One Computer
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Center As A Computer: 1/ - The Semiconductor Industry Has Long Treated Servers, Accelerators, And Storage As Discrete Building Blocks. - But A New Way Of Thinking Is Emerging. What If The Entire Data...
Intel Core Ultra 4: 52‑core PC Beast Unleashed
Intel Core Ultra Series 4 will be a PC monster • 52 Cores • 288MB cache • DDR5-8000 MT/s • ECC, CUDIMM and CSODIMM memory • 74 TOPS NPU • Xe3p Graphics • Thunderbolt 5 • 3 Gen5 x4 lanes • WiFi 7 • 175W TDP The new socket...
Meta's MTIA Silicon Program Still Alive, Volume Expected to Grow
March 9: “The other thing that Hok poured water on was this whole analyst reports about Meta’s MTIA silicon program. I called this before. I said, you know, basically last week, it’s not canceled. It’s alive and well. And as...
Broadcom Surges as Meta Partnership Drives 2nm AI Chips
.@Broadcom jumps 3.5% after hours as Meta and Broadcom sign new Strategic Partnership for Next-Generation 2nm AI Compute Accelerator Expansion. Hock Tan gets off of @Meta’s Board to clear any conflict of interest for building Meta the chips they need...
Meta Doubles Down on AI Chips with Broadcom Partnership
Remembering all the way back to last month when people said $META is giving up on building its own AI chips. Today Meta and $AVGO announce an extended partnership to build MTIA (Meta’s AI chips) It’s almost always AND with these...
Samsung Doubles Exynos 2700 Output, Hikes Memory Die Prices
Samsung plans to more than double production of the Exynos 2700 next year compared to the 2600 The company also increased basic memory die prices by up to 50%
Tech Giants Spend $100M on Chip Backup Plans
Pat’s Law of Always strikes again. But let’s treat it as 🚨news. Every large technology company is ALWAYS considering alternatives when it comes to differentiated, high dollar everything. Every model maker is considering: -doing their own chips if they aren’t already -if...
ML-Driven Chip Design Tackles Chiplets and Multiphysics
https://t.co/hSBxqyOfWZ I spent time with @Synopsys CEO Sassine Ghazi to ask what the future of chip design is. Actually they're one of the earliest adopters, and ML chips want even more ML to optimize them. Add in chiplets and multiphysics, and...
Samsung Halves Snapdragon, Revives Exynos for S27
Last year Samsung lost $3 Billion by going Snapdragon exclusive on the Galaxy S series For 2027, they're not making that mistake again Allegedly, 50% of Galaxy S27 models will be powered by the Exynos 2700
Report Shows CPUs Can Achieve 2:1 Scaling
None of this would surprise anyone who read my full report. I even made the case that in what scenarios CPUs could go to 2:1. https://t.co/jjdrB3k1Bt
Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance
Qualcomm's Snapdragon X2 Elite Extreme is racking up some big performance numbers at PCMag. Can’t wait to see more performance benchmarks and battery as well. https://t.co/w4JkIH4qdo
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
Intel Poised for Agentic AI Surge, Nvidia Also Benefits
I wrote on $INTC on March 29th as a new idea based on Agentic AI requiring more server microprocessors per gigawatt versus chat-based AI. Though the stock is up over 50% already since then, I think there is more upside...
Samsung to Mass‑produce Apple's Foldable iPhone Displays
Samsung will apparently begin mass production of Apple's foldable displays for the new iPhone in June This marks the production start of an alleged 3 year deal between Samsung and Apple
Silicon Test Data: From Byproduct to Cost Driver
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor EPDT Article On Silicon Test Data Cost: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Silicon Test Data Has Evolved From A Byproduct Of Manufacturing Into A...
US Chip Export Controls Fuel Chinese Industry Growth
Sebastian offers a calm and objective assessment of the US chip-export controls on China. While whether the rule is working or not remains a debate in Washington, the consensus among Chinese chipmakers is that US restrictions constitute the single strongest...
QCOM Margins Squeezed; Hold Off New Longs Till June
QCOM: handset volumes fall; memory-price shock squeezes margins. Auto/IoT gain offsets but Apple modem exit and licensing risk persist. Trade: avoid new longs until June analyst day. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
New Memory ETF Fills Gap in Pure HBM
Tema filing for a Memory ETF.. No doubt everyone seeing $DRAM's shocking insta-success and looking to copy. I went looking through other AI ETFs there's really nothing close to DRAM's HBM pure play-ness outside of the South Korea ETF...
Dual Copper and Optical Roadmaps Drive Interconnect Success
Guess what is a good business and technology strategy in the interconnect world? Having both a great copper and a great opical roadmap. $CRDO
DRAM Surge Highlights EWY as Underrated AI ETF
Nice explanation on why $DRAM is Hansel-level hot right now (already $50m in volume today, insane numbers for newbie) from @sumitroy2. This is why we had $EWY as our ETF of the Month for Feb, arguably most underrated AI play....
Memory Shortage Pushes Supply Normalization to 2027
Summary of key points from a memory tracker I'm running weekly: Supply normalization now looks pushed to late 2027. New capacity is delayed, DRAM bit supply growth is only ~16% YoY, and that is still below historical norms. Demand Destruction: Memory inflation...
TSMC Sole Supplier for Google's 2nm; Intel Rivalry Lies Elsewhere
TSMC remains the only one able to fabricate Google's 2nm chips. The Intel/TSMC competition is about the "backend," not the chip itself.
AI Compute Hits Record High, Explore Supply Chain
AI compute at a record high. CASCI takes you inside the AI supply chain. https://t.co/uZIigc0UJL https://t.co/8rUTqg8Xxd
China, Iran Weaponize Economy, Outmaneuver U.S. Sanctions
China, Iran weaponized the global economy to beat the U.S. at its own game US...expanded export controls to cover an estimated 20,000 Chinese companies, and tightened controls over advanced chipmaking equipment and jet engines to China. Yes, that is economic coercion. https://t.co/Kd7ckEDhaE
SMIC Overcame Unprecedented Hurdles to Reach 7nm
Steady progress. Remember, no company in the world has had to do what SMIC has had to to get to commercial 7 nm production....
Intel, SambaNova Unveil Hybrid Inference Accelerator System
Intel and SambaNova introduce a hardware system combining GPUs, RDUs, and CPUs to handle inference workloads across execution, decoding, and orchestration tasks. https://t.co/g0Vg10c0hK
Latency, Power, and Deployment Outpace Raw TOPS
Roundtable of 9: Why latency guarantees, memory movement, power budgets, and rapid model deployment now matter more than raw TOPS. https://t.co/SF5Sa68kVN #edgeAI
Japan's Industrial Hub Poses $23.8T Global Disruption Risk
Big if true: “simulation models $23.8 trillion in downstream exposure from disruption to Japan's industrial cluster, spanning #semiconductors, #robotics, #energy infrastructure, #defense systems, #space, and #quantum computing. Six domains simultaneously dependent on a single allied nation with no strategic redundancy program....
SK's Memory Supply Vulnerable: 97% Israeli Bromine
Any Korean semis analysts out there pricing in a Korea/Israel diplomatic crisis. @zephyr_z9 @jukan05? SK relies heavily on Israeli bromine for memory I think 97% comes from them. https://t.co/Q4NeUSDrp8