Intel's Market Cap Soars 6x Under New CEO
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 6x to $623B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
Intel Emerges as Vital Second‑source Foundry Amid Capacity Crunch
Intel is the only foundry, and a now officially viable foundry second source, who has the capacity to expand to meet this DEEP foundry capacity shortage we have in the semiconductor industry. I'd expect any deal with Apple to...
Intel's Apple Chip Deal Was Inevitable After U.S. Investment
$INTC making chips for $AAPL was inevitable from the day the U.S. became an investor. And here we are. 👀
Memory Chips Become 2026's Hottest Thematic Trade
The hottest sector trade of 2026 isn't where you think. Memory chips — the actual bottleneck of the AI buildout — quietly became the most crowded thematic trade since the 2024 spot-Bitcoin ETFs. This week proved it. Micron just had...
Semiconductor Roundup: M&A, Apple
Latest: M&A activity; GF’s CPO; Apple looks beyond TSMC; EU chip map; earnings; MIT’s new lidar chip; AI inferencing at sea; quantum HW $; PCIe 7; home data centers; AI security warnings; temperature impact on EVs... https://t.co/iKPAzMZzfB #semiEDA
AI-Driven Memory Shortage Spikes Console Prices
Sony, Nintendo grapple with memory price surge as AI boom constrains supply More collateral damage from US controls on memory... https://t.co/zUdAvKWJsv
Compute‑in‑Memory Can Slash Data‑Center Energy Use by 90%
The Key to Evangelism: Passion Over Methodology 💥 See full video here: https://t.co/dxoKnfkKxI Compute-in-memory could cut data center energy 90%. #ComputeInMemory #EnergyEfficiency #DataCenter https://t.co/4flUFbcYQM
Microsoft’s High‑speed CPU Profile Sparks Durability Backlash
Microsoft is planning a new Low Latency Profile that would max out CPU Frequencies to accelerate app launches by up to 40% The yet to be released profile is already being heavily criticized due to CPU durability concerns No such concerns were...
SiTime CEO Forecasts Near Triple-Digit Growth After Renesas Acquisition
On the back of some stellar financial numbers this week, I sat down with @SiTimeCorp CEO Rajesh Vashist for an annual update on the $11b timing market, their recent Renesas clocks acquisition, and why they have near triple-digit growth. $SITM https://t.co/egnZjy5Im5...
2D NAND Shortage Deepens as Samsung, Micron Exit Market
2D NAND shortage spirals after Samsung, Micron, and rivals exit market $SNDK only up a cool $53 https://t.co/MmmFu9b70X
U.S. Holds $49B Intel Stake, Locked Until Aug 27
INTC Aug 27 mark your calendars. The Intel deal included $8.9 billion for 10% of Intel at $20.47 a share. As of Wednesday afternoon, the U.S. government’s 433.3 million shares in Intel were valued around $49 billion, $40 billion more...
Memory Fundamentals: Why Modern Systems Depend on Hierarchy
Digital Design & Comp. Arch: L21: Memory Overview, Technology, Organization, Hierarchy We will describe the fundamentals of memory systems, starting with the critical importance of memory in modern systems and workloads. @SAFARI_ETH_CMU https://t.co/QKquA0GIC7 via @YouTube
NVDA Secures Cash, AMD Risks Free Chip Deals
The dichotomy between $NVDA and $AMD is fascinating $NVDA does a deal with $IREN where in order for IREN to pay full price for chips IREN has to also give away $750MN worth of warrants to NVDA Where $AMD has to...
Yield Redefined: From Wafer Dies to Full Lifecycle Reliability
#Technology #Thread #Semiconductor #Manufacturing #EPDT The Semiconductor EPDT Article On Yield And Modern Semiconductor: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Semiconductor Yield Has Expanded Beyond Traditional Wafer Metrics Into A Multi Stage Productization...
Early Nvidia AI Bet Proved 80x Success
1/ On Feb 21 I told my boss aka my wife @LTwolfe that I had my third conviction call not yet appreciated + to buy a basket *In 2016 it was NVDA, pitched publicly at Invest For Kids in Chicago (80x+)...
Shocker SiP Currently Volatile, Will Stabilize Within a Year
Shocker SiP is lumpy... In a year or so, much less, but for now, ebbs and flows.
AI Supply Chain Bottlenecked, Regulation Likely Biggest Constraint
$AMD and $ARM further validated this week that the entire AI supply chain is constrained. Compute, memory, storage, networking, energy, and talent. All the while regulatory may be the biggest bottleneck of all. https://t.co/mezQjhNsfi
Memory, Not Math, Drives AI's 1000× Energy Gains
To improve AI energy efficiency by 1000x, it's all about memory and data movement, not the efficiency of the arithmetic. Biomimicry of the brain, with analog in-memory compute, affords a 100x. Getting to 1000x might be unconventional: a continuous-time physical dynamical...
Google's Annual TPU Cycle Accelerates Enterprise AI Efficiency
Speed of innovation matters. Google’s move to an annual silicon cycle with the TPU 8t (training) and TPU 8i (inference) is a game-changer for enterprise AI performance and cost-efficiency. https://t.co/LRR1wOtC6I #CIO #AI #Cloud #Semiconductors #Innovation
Semiconductor Industry Faces Fragmented Standards and Runtime Assurance Gap
The semiconductor ecosystem is wrestling with fragmented standards, IP exposure, and the urgent need for runtime assurance. https://t.co/JHJJe29gFO #semiconductor #AI #AIgovernance #AIsecurity
Arm Predicts $2B AGI‑CPU Demand, Fueling AI‑driven CPU Renaissance
MyPOV: @Arm and the CPU renaissance https://t.co/Xwzt9rwrq3 Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's...
TSM's Hiring Outpaces Taiwan Births, Drives US Expansion
There are 100,000 births per year in Taiwan and TSM needs to hire 10,000 people per year in Taiwan, a number which will only grow. Continued expansion in the United States is likely inevitable. Especially given immense willingness to pay a...
Arm Shares Fall Despite Strong AI CPU Demand
MyPOV: @Arm’s stock sinks even as it reveals strong interest in its CPUs for #AI servers https://t.co/UPSBFc3WSA @SiliconANGLE @Mike_Wheatley “More than four out of five of Arm’s employees are engineers, and so investors may rightly have questions about...” - @holgermu @constellationr #AIWars
Nvidia Climbs as xAI Releases 220k Used GPUs
Nvidia up 2.6% on news that xAI is flooding the market with 220,000 secondhand GPUs. https://t.co/er8D1yd9GR
Qualcomm Poised to Become the Next AMD
Qualcomm $QCOM warrants a serious look given its growth potential and valuation. It could be the next AMD. The next chapter of the company has started, transitioning from a mobile chip vendor to a diversified chip provider, especially the potential...
Inference Margins Outpace Training, Driving ROIC Above 80%
As we have continually pointed out, inference margins are vastly higher than training margins. And as compute infra optimizes even more for inference workloads north of 80% will be the standard (often higher). This is the inflection for ROIC our...
Speculative GPU Hoarding Leads to Wasted Costs
just imagine what might happen if everybody was stockpiling GPUs at high prices for a demand that didn’t quite materialize….
Meta's NVL72 Achieves True 1:1 CPU‑GPU Ratio
Base GB200 NVL72 is 2 GPUs per CPU. Meta's custom Catalina NVL72, ➡️shown almost than a year ago at a public event, is 1:1. Some of y'all just missed the reason why, I guess.
COHR’s InP Ramp Threatens AXTI’s Margin Outlook
This terrible for $AXTI $COHR ramping InP capacity fast reads pretty bad for $AXTI. Here are some cliff notes: 1. COHR accelerated internal 6-inch ramp, now one qtr ahead of schedule, effectively "air-gaps" the merchant market. The biggest buyers are becoming their own...
Understanding Modern GPU Architecture: Fundamentals and Advances
Digital Design & Comp. Arch: L20: GPU Architectures (Spring 2026) We will describe the operational principles, design, and programming models of modern GPUs. We will cover both fundamentals and recent advances in GPUs. @SAFARI_ETH_CMU https://t.co/BVGdQn714C via @YouTube
Photonic‑Crystal Laser Beams Data Across River in First Demo
The laser inside your 4K Blu-Ray player is dim and unfocused. A newer kind, built from photonic crystals, is so bright and directional it can beam data across a river with minimal hardware. A Glasgow company just showed it working...
AMD Shares Surge on AI-Driven Chip Demand
ICYMI - .@AMD’s stock rises on surging demand for CPUs and GPUs for #AI workloads https://t.co/eTvgEPCV58 @SiliconANGLE @Mike_Wheatley “This is proof that innovation in chip design is still the key to accelerating revenue growth, because that’s where...” #Earnings https://t.co/e62KGJzFMq
Managing Growing Complexity Across the Silicon Lifecycle
#Technology #Thread #Semiconductor #Manufacturing #Copilot The Semiconductor Copilot For Semi: 1/ - The Semiconductor Industry Is Becoming Increasingly Complex. - From Design To Manufacturing, Engineers Must Navigate Massive Volumes Of Data, Tools, And Decisions Across The Entire Silicon Lifecycle. The Question Is: How...
Memory & Architecture Design Crucial for Inference Era
Good discussion here with @MicronTech Chief Business Officer Sumit Sadana, @AMD CTO Mark Papermaster on memory and architecture design needs in the inference era. https://t.co/H5d1zt1KbM
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Data Center CPU Market May Exceed $200B by 2030
I'm now beginning to wonder if the now consensus data center CPU TAM ranging between ~110-175B in 2030 could be off and it ends up being north of $200b. Just looking at our model, unit volume trends, what we hear...
Timing Gap Hits AI Optics Stocks, COHR Slides 7%
$COHR off ~7% after a solid Q. Similar to $LITE, the market seems to be digesting the timing gap between real AI optics demand today and the larger architecture transition still ahead. As with everything, timing matters.
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
ARM's AGI CPU Demand Doubles to $2B Quickly
$ARM delivers across the board. Noting it saw early demand for its new AGI CPU double from $1 to $2 Billion within weeks of its announcement.
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
Energy, Not Models or Chips, Drives Competitive Advantage
models will be commoditized chips will be commoditized the only thing that matters is energy
Discussing AMD, ARM, and NVIDIA on Power Lunch
Thanks @SullyCNBC for having me on Power Lunch to discuss $AMD, $ARM, and $NVDA. https://t.co/lK0BLNhhXg https://t.co/DGfK9M8mn7
Micron Set to Gain From Samsung, SK H
Would be another positive for $MU Samsung Electronics and SK Hynix are both headed for strikes reports out of the mainland https://t.co/jLwz8VNydI
AMD Poised to Dominate Expanding Data Center CPU Market
Shared some thoughts on $AMD along with how we see the data center CPU TAM expansion playing out.
ARM Results Boost Growth and TAM for Agentic CPUs
$ARM results should continue to fuel the fire. Especially the expected order growth and TAM expansion for agentic CPUs. 💪
Supply Chain Masters Reveal Upside in Constraint Map
I'm working on a report on the constraint map (I know it's an overused term) but still apt. But in this environment, the easiest way to see the upside is by those who are masters of the supply chain. https://t.co/9ZCdGgQZVs
Chipmakers Deploy AI to Consolidate Embedded Dashboard Data
Chipmakers are starting to use AI to manage data that is mined from different “dashboards,” many of which are already embedded in chips and systems and used to monitor everything from thermal gradients to voltage droop. https://t.co/zk6dbLIn9l #semiconductor #dashboards
CPU Market Set to Quadruple by 2030
We are tracking this as well going forward. This is the view of the pre-agentic CPU era, and when the CPU TAM is ~$25B. This may look very different as the TAM goes north of $100B in 2030....
Corning to Supply Passive Photonics for Inside‑Box SiPh
$GLW moving inside the box. I maintain that Corning becomes a key "co-design" partner for optical as SiPH really starts to ramp in 2028. But those conversations are happening now. "historically, we've had no inside the box content...
Container‑Sized Chip Fabs Offer Affordable Specialty Manufacturing
Okay this is genuinely cool: there's a startup selling shipping-container-sized chip fabs for $5–15M that can train a semiconductor workforce and compete on price with major foundries for specialty applications. started because an MIT grad student was sick of using...