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 😭
Ambiq AI Chips Power Tiny Devices, Stock Soars
Ambiq Micro @Ambiq_AI is up 31% today. Going to CES paid off. Here is its CTO/founder Scott Hanson talking about the AI chips it is making for small devices (rings, watches, glasses, medical devices). I got a tour of...
Sanjay Mehrotra: From NAND Inventor To
Sanjay Mehrotra legendary LinkedIn work experience: > co-invents tech for NAND flash memory > co-founds SanDisk and runs for 28 years > sells SanDisk to Western Digital for $19B in 2016 > becomes Micron Technology in CEO in 2017 and market cap since grown...
AI Will Go Decentralized, Running on Cheap Edge Devices
I believe that over the next 10-20 years, AI will become ubiquitous at about the pace smart phones did. But I don't think the giant AI businesses will survive. Instead, I expect we'll see AI running standalone on inexpensive, low-energy...
Top Companies Across Each Photonics Value Chain Layer
A breakdown of the photonics value chain and best positioned business: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4:...
Majestic Labs Tackles Memory Wall with New Inference Infrastructure
@Majestic_Labs founding team predicted this 2 years ago and set out to build infrastructure inference compute to break through the memory wall:
Record CASCI Index Driven by Strong Chip Performance
The only way to track the manufacture and shipping of AI Compute is through the CASCI Composite index, by @Culpium April's CASCI Composite hit a record. BUT: Chip strength made up for faltering momentum elsewhere in the supply chain. Head to...
Limited Memory Supply Forces Customers to Cut Usage
For memory, Micron $MU etc According to SK Group chairman Chey Tae-won, who also oversees SK hynix, if companies like SK hynix do not increase their memory supply, customers will find ways to use less memory by optimizing their infrastructure and...
Trump Unlikely to Hand Taiwan, TSMC Threatens His Security
This is why I would be surprised if Trump sold Taiwan out to China on this trip, as some are predicting. TSMC falling into Chinese hands would totally shift the compute balance toward China, making Trump and his family personally...
AMD
Why not $AMD more though? I agree with the dynamic - as my saying goes - all viable compute will be used but Helios is going to be a beast. And AMD has CPUs. I know it’s a both situation...
AI Compute Booms, Yet Mid‑Stream Parts Lag Behind
The AI Compute sector has never been stronger. But there are hot spots, and some weaknesses. Chips remain the driver. Mid-stream component & mechanical parts weakened considerably. Final assembly is flat. Full details in this month's CASCI report, exclusive to @Culpium
Cycles Return Even With Higher Dollar Floor
Memory will be cyclical again someday, even if the dollar floor is greater than past cycles.
Production Delays and No Micron Output Fuel Recent Pump
Now we see the reason for all the pumping over the last week, with significant delays to production and no more microns completed since March https://t.co/rDzDwsmAjT https://t.co/F4FRak2tZu
AI‑Driven Chip Boom Fuels Space Stock Surge
Semi Sentiment Soars With Space Plays $SPX $SMH $UFO $RKLB ... $ASTS next? Semiconductor earnings are explosing with stocks driven by AI demand forecasts while the space sector is ready to launch again. https://t.co/fT29UnAzEv
Cerebras IPO Proves AI/Semis Are Finally Real
Cerebras IPO yet more evidence to me that AI / semis is mostly real whereas 2021 bubble was mostly fake The IPOs now are 290M=>509M companies with 145M in losses In 2021 the shitcos that were brought to market were "40M...
Qualcomm's Low‑power AI Chips Attract Hyperscalers
Reasons hyperscalers may prefer Qualcomm chips for AI agents include - Low power consumption: Qualcomm claims its AI DC chips consume 35% less power than those from NVidia, AMD and Intel. Power is now the biggest limiting factor for data...
Cerebras IPO Marks 2026’s Netscape Moment for AI
1/ The Cerebras IPO isn’t just another hot deal—it’s a signal flare. Wall Street is calling it the "Netscape Moment" of 2026. I think they’re right, but for reasons most people are missing. Here’s why the AI rally is hitting a...
Semi Industry Facing Worse‑than‑expected Giga Cycle
From the report that kicked of @DiligenceStack in January, and why I call this moment a semis giga cycle. We knew it then, its even worse than we thought from what we know now. https://t.co/ltMhgyPJtV https://t.co/cAkAlM6aPY
Early AI Boom Ahead; Stocks Still Underpriced
Modest moves this quarter for $INTC $SNDK $MU and $AMD. Wait until people realize we aren’t even in the first inning of the AI revolution. 🚀 https://t.co/CkrxI1lQUu
Qualcomm's Hidden AI Chip Deal Fuels Stock Surge
Anyone knows what's happening at Qualcomm behind the scenes? We know it has a hyperscaler customer for custom AI data center chips that will ship later this year, but this relentless melt up makes me feel there is something else...
Compute-in-Memory Could Slash Data Center Energy 90%
Ultra-Low Power Compute In Memory Could Cut Data Center Energy 90% 💥 See full video here: https://t.co/2s1Cylp3AE NVIDIA’s compute-in-memory design may cut data center energy use by 90%, transforming AI hardware efficiency. #NVIDIA #AI #Hardware https://t.co/3tShiqSu7p
Huawei's Secret Chip Lab Showcased on Prime‑time TV
Huawei’s secretive chip lab featured on prime-time TV ahead of Trump’s trip to China The Chip Fundamental Technology Research Laboratory was featured for the first time on national television on Friday, when Huawei founder and CEO Ren Zhengfei hosted Vice-Premier...
Moats Require Years of Losses Before Returns
On Nvidia & CUDA: “building a real moat means absorbing real financial costs for years before any payoff arrives” https://t.co/hm6977yQDo
Semiconductor Index Hits Best Six‑Week Run Since 2000
The PHLX Semiconductor index just notched its best six-week performance since the period ending **March 10, 2000**
China’s 2025 Chip and Magnet Ban Elevates Trump‑Xi Stakes
Because of China's global export restrictions on rare earth permanent magnets and Nexperia chips in 2025, virtually **everyone** has a stake in the outcome of the upcoming Trump-Xi meeting. by @anniekbyx https://t.co/MX4XRhYr1h
AI Capex Tested: Cisco Orders Signal Demand, AMAT Boosts Supply
The Week Ahead In Tech for May 11, 2026: The $700B hyperscaler AI capex story gets two real-world tests. $CSCO AI orders ($2.1B last Q, $5B FY) are the demand read. $AMAT WFE guide (>20% CY26) is the supply read. @SAP Sapphire,...
Skymizer Launches Low‑power PCIe AI Accelerator for LLM Inference
Skymizer introduced a low power PCIe AI accelerator using older chips and LPDDR memory for massive language model inference. https://t.co/VCq7LA7PxV
SK Hynix Still Cheap After 9x Surge
SK Hynix is up 9x since my April 2025 writeup. Usually, that means the easy money is gone. But here is the strange part: the forward P/E has barely moved. The market still values SK Hynix at ~5-6x forward earnings, as if this...
NVIDIA‑Intel Feud Ends as Jensen’s Rival Departs
The bad blood between NVIDIA (Jensen) and Intel is over. The Intel he genuinely didn’t like is gone. Good times ahead.
Misinformation Accelerates Capital Fear in Semiconductor Market
One thing I keep seeing and do worry about is the amount of bad/wrong information that keeps coming out on the semiconductor industry. When the market is doing what it’s doing, capital spooks easy and the information that causes said...
Agentic AI Demands 1000× Compute versus Generative AI
Nvidia CEO Jensen Huang just said: "Agentic AI requires 1000x more compute than generative AI", comparing the shift to the world suddenly needing 1000x more cars. https://t.co/SwdJmQZqQW
Apple's Intel Partnership Validates Foundry, Spurs Industry Adoption
Apple using Intel is a big deal, not just because Apple would be using Intel’s 18A-P or 14A process, but because it would give Intel Foundry a major stamp of approval and make it easier for other customers to follow.
Only Data Centers with Silicon Truly Count
A new framework I built while researching the global AI buildout. The Empty Shell Test. Simple rule: A data centre announcement only counts when there's silicon committed to go inside it. No chips. No factory. Brazil announced 8 GW. They've delivered ~250 chips. Norway announced 0.8...
Speed Wins: Time-to-Compute Becomes Currency
We’ve now mapped more than 25 constraints across the AI compute and power supply chain. Across conversations with operators in nearly every pocket of the industry, the message is consistent: speed is what matters. This may be less about the best...
NVDA Guidance Lifts Semiconductor Forecasts, Stocks Underreact
Probably obvious to everyone but here it is. The big change in earnings expectations for semiconductors occured soon after Jensen Huang took the stage at $NVDA GTC developers conference and gave forward guidance. That was March 16-17th. Analyst...
China’s Chip Imports Surge to $50B, Oil Stalls
If you want to sell to China, it sure helps to make chips -- at least right now. April chips imports topped USD 50b Note the lack of any bounce in oil imports in dollars terms as well 1/ https://t.co/sc6I5sL5uw
AI Investment Shifts From Nvidia to Full Stack
The AI trade is starting to broaden beyond NVIDIA. As AI shifts from chatbots to autonomous agents, investors are rotating into companies like Intel, AMD and infrastructure players tied to CPUs, memory and connectivity. The next phase of AI may reward the...
AI Packaging Boom Accelerates with Massive Backlog
Suss Microtec’s Q1 2026 call confirmed the AI packaging boom is still surging. Strong bookings for advanced bonding & lithography, with a massive backlog. Management is bullish on the multi-year runway. 📈🤖 Semiconductors
AI's Future Hinges on Integrated Semiconductor Infrastructure
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI Infrastructure: 1/ - Artificial Intelligence Has Quietly Shifted From A Software Challenge Into A Semiconductor Infrastructure Challenge. - Today, AI Scalability Depends Less On Algorithms And More On Compute, Memory, Interconnect, Power, Cooling, And Packaging...
Intel Foundry MFN Deal Points to Nvidia, Not AMD
If you sign with Intel Foundry first, you’ll likely get a MFN deal. Tim Apple is a supply genius. Question is, who will the MFN high performance wafer customer be? Likely Nvidia. (Yes I know the deal they cut but...
Intel's Split Misses $10B USG Investment, I Apologize
I told you all how dumb Intel Foundry and Intel Design splitting. I missed the USG investing $10B. I hope you can forgive me.
Agentic AI Drives CPU Demand, Boosting Graviton Relevance
Interesting nugget from Amazon's quarter on CPUs. In training, you needed maybe 1 CPU per 8 GPUs. Agentic workloads might push that closer to 1:1. Suddenly, Graviton matters a lot more.
Memory ETFs Arrive: 2x DRAM Filing Signals Full Treatment
New filing for a 2x DRAM.. I called this yesterday (altho wasn't that hard of a call). We about to see the Memory trade get the full ETF treatment. Next up: Memory Buffers https://t.co/5kl6U1V8K4
Apollo, Blackstone Eye $35B
Apollo and Blackstone are among private credit lenders talking to Broadcom on ~$35 billion in financing for that company's AI chip business. Scoop by @silasfelixbrown and @lauralevfinance https://t.co/FB9UTY7pBg
AI Component Shortage Reveals Systemic Supply Chain Fragility
This is yet another example of the far-reaching nature of the AI-driven component crisis. https://t.co/oeB83TsHLc
US Gov't Intel Stake Soars to $55B Amid Apple Deal
After @WSJ report on @Apple striking preliminary deal to use @intel chips, the US government stake in Intel now worth $55 billion
ASML's $400M Machine Monopoly Drives Skyward Breakout
$ASML blue-sky breakout. These guys sell their semiconductor making machines for $400 million a piece...and they're the only people who can make them.
Apple‑Intel Partnership Hinges on 14A PDK Delivery
Not surprised at all. Apple needs Intel, Intel needs Apple and Apple is one of the few companies with the resources to successfully pull off a real, dual foundry strategy for a single device. An agreement doesn’t mean wafer revenue...
SK Hynix Lock‑in Hopes Meet Commodity Reality
SK Hynix customers begging for long term lock ins. But of course this time couldn’t be any different. Just a commodity
CPU TAM Has Expanded Significantly Since the Recent Report
As I laid out months ago. And CPU TAM is now meaningfully larger via our models and others, TAM wise, then I when wrote this report two months ago. https://t.co/dKqm16myKH https://t.co/s0K2vC0J8C