Corning's Optics Will Dominate GPU Rack Interconnects
$GLW having a presentation on optics. This slide.. Everywhere you see yellow you see Corning. "And when we add the optical scale up network to interconnect all the switches in every GPU rack, well we add a lot more yellow." https://t.co/on8KwcEgC5
NVIDIA Secures Warrants to Buy Corning for AI Connectivity
LOL Jensen buying $GLW at 50x eps NVIDIA (NVDA) has received warrants to purchase up to 15 million shares of Corning (GLW) at an exercise price of $180 per share, as part of a new long-term partnership aimed at advancing AI connectivity....
STMicroelectronics Boosts Starlink Chip Revenue Eightfold
.#STMicroelectronics @relouzzane: Chip deliveries to @Starlink, $175M in 2021 & $600M in 2025; our BOM up 8x between Starlink v1.5 and v3, now $10s of 000s per satellite. We're pursuing other LEO operators, including Chinese (for UTs only, not sat...
MacBook Neo's Future Threatened by Dwindling Leftover iPhone Chips
Subscribers to Culpium just got an exclusive update on the plight of the super-popular MacBook Neo. Neo is an important part of @Apple's Mac strategy. But it's built on binned ("less-than-perfect") iPhone chips. And those leftover chips are running out.
AMD's Market Cap Skyrockets 65x Since 2018
AMD’s market cap had now risen 65x from $10B to $650B+ since Sky Sports asked Lisa Su if she could “speak English” at the starting grid during 2018 F1 Chinese Grand Prix. https://t.co/jkDIqBRxEZ
Fab Evaluation: Look Beyond Node to Process Flavors
#Technology #Thread #Semiconductor #Manufacturing #Process The Semiconductor Process To FAB Count: 1/ - When Evaluating Semiconductor Fabs. - It Is Essential To Look Beyond Just The Manufacturing Node. - While The Node, Such As 7nm, 5nm, Or 3nm, Often Grabs Headlines. - The True Versatility...
Anthropic to Invest $200B in Google Cloud and Chips
Anthropic will reportedly spend $200 Billion with Google $GOOGL over the next 5 years on Cloud and Chips - The Information
AI‑Driven Power Demand Boosts AMD and Electrification
AI Food chain of AI + DC +grid + power theme: $AMD: 1Q DC +57% y/y & server CPU revenue guide +70% in Q2 bc of demand for EPYC processors and AI infrastructure. It’s happening throughout technology, industrials, utilities and power...
AMD's Server CPU TAM Surges, Revenue Soars 70%
Some color from the $AMD call that wasn't in the release. -Server CPU TAM revision. From ~18% annually (FAD November baseline) to >35% annually, reaching >$120B by 2030. This is a structural reframe. -Q2 server CPU revenue guide: >70% YoY. -Q1 server...
AMD's CPU Growth Outpaces GPU Surprise
$AMD CPU business may be even cooler than the GPU business. Who would have believed that a year ago? 🙃
Wafer Shortage Forces Companies to Fight for Compute Capacity
What is clear in semis right now is that we are in a wafer and capacity scarcity moment. A key part of the analysis is which companies are best positioned to secure the capacity they need to meet unprecedented compute...
AMD Forecasts 35% YoY Rise in Server CPU Market
$AMD @LisaSu conviction that CPU server TAM 35% YoY driven by agentic. This is actually going to be more fun to track than GPU/ASIC volumes YoY :)
Lisa
Lisa Su: "With loads and loads of agents, you could imagine more CPUs than GPUs." CALLED IT. I FRICKIN CALLED IT.
AMD Poised for 10% Jump on 18% CPU Growth
$AMD will be up 10% tomorrow after their new 18% growth on CPU. The Datacenter demand is shifting,
Undisclosed AMD Deal May Rebate Chips on Stock Surge
Have the precises terms and conditions of the Open Ai and $Meta deals with $AMD been disclosed. As far as I can tell the higher the share price goes the chips bought be these two go to zero in...
Data Center Sales Surge 57% on EPYC, Instinct Demand
JUST IN: Sales in the chip maker's data center segment rose 57% year-over-year, fueled by robust demand for its EPYC processors and the escalation of Instinct GPU shipments.
AMD Smashes Q1 Estimates, Raises Q2 Outlook
AMD very strong Q1 2026: • Revenue $10.25B vs Est. $9.85B • EPS $1.37 vs. Est. $1.29 • Data Center Revenue $5.8B vs Est. $5.6B • Gross Margin 55% vs. Est. 52% Q2 Guidance • Revenue $11.2B vs Est. $10.5B
AMD Secures Deal; Lisa Bullish on Datacenter AI
$AMD did the business. Now let’s see how bullish Lisa is about Datacenter AI on the call. 👏🏻🚀
Optical Hype Outpaces Market
There has been too much talking of optical technology, but not mapping to market timing or vendor deployment analysis. This is generally where supply chain checks are useful.
AMD Data Center Surge Confirms AI Bull Thesis
AMD monster data center numbers another validation sign for AI Revolution bull thesis. Brick by brick 🔥🏆🐂🧱🍿
Agentic CPU Market Forecast May Become Obsolete in Six Months
The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said... This was a stab at detailing the market...
PCB and Wire Bonding: Overlooked Semiconductor Bottleneck
"Clearly the most underrated bottleneck in the semi supply chain is in printed circuit board and die-attach wire bonding", EthereumFire's senior crypto analyst wrote in a note to clients.
U.S. Forms Global Coalition to Tackle Memory Chip Shortage
LOS ANGELES -- The U.S. is working to address the global memory chip shortage through a supply chain coalition with allies in Asia, Europe and the Middle East, a State Department official told Nikkei Asia Monday.
AMD Poised to Beat Estimates; Watch GPU Ramp
$AMD reports after close. Consensus ~$9.84B / ~$1.30 EPS (+32% rev, +35% EPS). Stock up 74% in April sets a high bar. I think they will beat. I’m watching a few things: MI355 ramp, MI400/Helios timing, Meta 6GW progress, EPYC...
Next-Gen Low-Power Memory Boosts High-Performance Computing
New CPU Memory Module: Benefits and questions surrounding a next-gen low-power standard for high-performance compute. https://t.co/1O8k7qRB7d #DDR #SOCAMM #thermalmanagement #lowpowermemory https://t.co/pfo54Qm7Pt
Huang Urges US AI Lead, Blocks China From Top Chips
Nvidia's Jensen Huang says China should not have its most advanced chips CEO backs US lead in AI while pushing for ability to sell older chips in China https://t.co/5ZqkduCG9u via @NikkeiAsia
UBS Predicts TAM Expansion, Shared Gains for Intel, AMD, ARM
Now this is the UBS chart that will be HOT debated. $INTC, $AMD, $ARM. Remember, this is TAM expansion, so dollars for everyone. This is share grab not share taking. For now... https://t.co/KfyXsEftNa
Memory Prices Rise 6
MU up another 6%, people keep trying to call tops in Memory names but the demand/supply picture keeps pushing out as far as 2028
Apple's Foundry Talks With Intel Are More Advanced Than Expected
Agree with this, we think Apple is much farther along than just "discussions" with Intel on foundry.
Lattice to Buy AMI for $1.65B, Targeting $200M 2026 Revenue
News: @latticesemi announced its agreement to acquire @ami_bios, aka American Megatrands, for $1.65b ($1b cash, $650m stock). AMI is expected to revenue $200m in 2026. Official PR: https://t.co/UUXittYx9j The whole Megatrends vs Megatrands debacle from @Patrick1Kennedy: https://t.co/n6IiHQsGg0
AI Hardware Spending Surges 31%, Software 15%
AI spending on hardware is running at an annualized clip of 31% the past five quarters, while software is 15%. Both are well above longer trends. https://t.co/jpzfvBjcKR
OpenAI Accelerates AI Phone with Dual NPUs, Custom SoC
OpenAI's version of Jarvis -> Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027 Real-world visual sensing: "The ISP is the headline spec,...
Intel's Logic Deals Rise to Meet Capacity Demand
$INTC logic deals are coming. It’s not an indictment on $TSM, it’s purely capacity driven. Intel will get its chance to shine here as it will offer critical wafers to meet rising demand. 👏🏻
Memory Stocks May Finally Merit 20× PE Valuation
What if this time is really different for „cyclical“ memory stocks? What if SK Hynix should trade at a PE of 20x I mean, how arrogant would anyone have to be to seriously claim that this time is no different at all?...
China Aims 70% Domestic Advanced Wafers by 2026
Exclusive: China targets 70% advanced domestic silicon wafer use by 2026 Local leaders led by Eswin drive major expansion for self-sufficiency milestone https://t.co/GCoRLhlgwu via @NikkeiAsia
Capture Data at Every Chip Manufacturing Stage
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Capturing Data: 1/ - Every Chip Tells A Story. - But If You Do Not Capture The Data At Each Stage Of Semiconductor Manufacturing, You Are Missing The Entire Plot.
CoWoS Evolves Into TSMC’s High‑Value Ecosystem Engine
CoWoS Is No Longer Just Packaging: It Is TSMC’s New Value-Creation Engine If CoWoS really has a value-added rate close to 50%, it reflects one thing: TSMC is not simply selling capacity. It is selling a closed high-value manufacturing ecosystem. https://t.co/7w2GYbvF7t
All Major Memory Chip Makers Acknowledge Severe RAM Crisis
Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so. https://t.co/XSOFwlwhiA
LSCC Rides Semiconductor Boom with Stellar Earnings
$LSCC enters the all things semiconductor are on fire party. Excellent print. Firing on all cylinders. 👏🏻 https://t.co/xRaO8vryfq
Diffusion-Style Decoding Triples LLM Speed on TPUs
Supercharging LLM inference on Google TPUs: Achieving 3X speedups with diffusion-style speculative decoding https://t.co/j1QPASxHKP < some pretty amazing increases in tokens per second
AI Stocks Like Meta, Qualcomm, Microsoft Undervalued
These AI stocks are cheap compared to growth potential - $META - $QCOM - $MSFT Qualcomm $QCOM may get a contract for AI inference chips from Meta or Oracle. Announcement is expected on its investor day in June.
AI Capex Surge Boosts AVGO Buy Outlook
Macro: Big-Tech AI capex rising. Key: Google & Meta beats signal sustained TPU/MTIA demand; Google flags higher 2027 CapEx. Risk: execution/valuation. Trade: Buy AVGO on 2027 AI visibility. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Optimized Tin Plasma Produces Clean 13.5 Nm
Spectra of blasting molten tin with a laser to get 13.5nm EUV. Plain ---------- after optimization. https://t.co/F5UYtHUbb5
Cerebras Complements Nvidia, Boosting Compute Capacity
$CBRS is not an ‘instead of $NVDA story’ it is an in addition to story. With strong inference economics, Cerebras is poised to do well and will provide much needed additional capacity Remember, we still need all the compute we...
Power Semiconductors and Supply Chain Layers Gain Spotlight
I heard power semis, and layers deeper in the power supply chain, are starting to get more attention. I should have known given this report drove the second highest paid subs rate after my neocloud one. https://t.co/Ispz18CUmu
AI Boom Fuels Global Memory Shortage and Cost Surge
As AI demand soars, global memory shortages are driving costs up and reshaping the tech landscape. https://t.co/iYeZDehsDf
Intel Gains Alex Katouzian as Qualcomm Loses Executive
Big news from @Intel. I had just seen the news that @AlexKatouzian had left @Qualcomm. Great addition for Intel, great opportunity for Alex to make a difference in the future if the company. Curious to see who takes his role...
US Chip Ban Fuels China’s Homegrown AI GPU Surge
The US export ban on Nvidia chips to China didn't slow China's AI one bit; it is building it. Jensen Huang just confirmed what anyone watching Asia already knew: Nvidia's China market share is now 0%. Gone. How exactly the US...
Compute, Not Intelligence, Becomes AI’s New Bottleneck
The real bottleneck in AI is no longer intelligence. It’s compute. Rate limits on tools are early signals that chips, power and data centers are under pressure as demand explodes. The implication is strategic. Access to compute may decide who leads and...
Logic Scaling Boosts Efficiency, Yet Costs Rise Sharply
Scaling logic continues to deliver better performance per watt, but it’s becoming harder, more expensive, and increasingly customized. https://t.co/MzILzSSFrN #2nm #semiconductor