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 It's possible much of what we know now will be out of date in six months.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
Doubling Throughput with Speculative Decoding on DGX Spark
Pretty sure I can double the t/s Isn’t possible to do speculative decoding with a DGX spark on the same network?
Nvidia's China AI Accelerator Share Hits 0% Amid Export Controls
JUST IN: Jensen Huang says Nvidia's market share of AI accelerators in China has dropped to 0%, calling U.S. export controls strategically counterproductive.
Selling Older GPUs to China Boosts US Security
The argument for selling deprecated GPUs to China: Selling them less advanced GPUs than we have in America decreases the odds that they develop more advanced GPUs than America that go down a different, more power intensive tech tree. Pro national-security.
CadenceLIVE Unveils Chip Design Challenges and SaaS Tool Power
.@Cadence’s CadenceLIVE Silicon Valley 2026 took place on April 15–16, 2026 in Santa Clara, a week after #GTC2026. Cadence has just put the discussion between @nvidia CEO, Jensen Huang & @Cadence CEO, Anirudh Devgan on YouTube. It’s a great listen...
Inference Revives AI Chip Startups' Market Prospects
Inference is giving AI chip startups a second chance to make their mark https://t.co/Jj2cR4IgwS https://t.co/7sYm6hPqyw
AMD Champions Open, Modular AI for Flexible Space Missions
AMD promotes open platforms for space AI, arguing modular systems reduce vendor lock-in risks while improving flexibility across complex multi-supplier mission environments. https://t.co/t81WiURscM
All Viable Accelerators Could Win Hyperscaler Adoption.
I maintain my thesis that all viable compute (in this context accelerators) has a chance of being adopted by hyperscalers and frontier labs. Hence why @cerebras is getting more attention and now @tenstorrent. BUT, @AMD has more upside, and maybe...
Utah Germanium Refining Boosts Semiconductor Material Demand
5N Plus sees strong demand for semiconductor materials as germanium refining expands in Utah. https://www.metalnomist.com/2026/05/5n-plus-semiconductor-materials-demand.html
AI Surge Tightens Chip Supply, Hits Consumer Electronics
The AI boom is creating ripple effects across the tech supply chain. Rising demand from data centers is absorbing key components, making it harder for consumer electronics makers to secure enough chips. The impact is indirect but real. AI growth is starting...
AI Drives Power Surge, Turning Grid Into Efficiency Battlefield
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI + The Electric Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging...
AI Drives Nearly Half of Recent GDP Growth
Per @sonusvarghese, over the past 5 quarters GDP has averaged 2.0%. 0.90% of that (so 45%) has come from AI hardware/software spending. Wow. https://t.co/aiia8rSNZ2
Jodi Shelton Discusses Qualcomm's Future on A Bit Personal
A pleasure sitting down with Jodi Shelton, head of @GlobalSemi and now podcast host, for an episode of the @ABitPersonalPod podcast. Check out our discussion on all things @Qualcomm. YouTube: https://t.co/5b76LPpx1y Spotify: https://t.co/S3IHTql0bN Apple Podcasts: https://t.co/45lSl4Teda
Apple Signals Pricing as New Margin Tool Amid Supply Costs
I indicated this exact thing on @T_h_e_Circuit episode on Apple Dec Q results. Via MS and Apple's 10-Q: "Apple is explicitly flagging pricing as a margin-management lever for the first time in a decade. In its latest 10 Q filing, the...
Seeking Tenstorrent’s Real‑World Deployments Amid Compute Surge
I’m here in SF to attend the Tenstorrent event. My firm hasn’t researched the company extensively, so I’m here to learn. While previous TT events look like they’re more about architecture and the deep tech, this event name “Deploy” is...
Semiconductor Contracts Overhaul Memory and Storage Naming
Only if you have covered semis, and been through the scars of memory and storage, can you fully grasp how big of a change this is for mem and storage names. Really, the entirety of semis supply chain contracts are...
Rising Asian Conflict Threatens Overseas Tech Infrastructure Supply
I can’t help to wonder how much of this infra is created overseas and the potential risk of conflict rises in Asia. Chips. Servers. PCB. PCA. Power. Etc.
Semiconductor Industry Surge: New Tools, Capacity, and Shortages
Latest: Free Arm toolkit; Google’s TPUs now for sale; 2/3nm capacity; memory shortage widens in 2027; mega-earnings; Intel seeds universities; liquid cooling for adv. packages; MIT-IBM tool for estimating power.. https://t.co/rxOxABPlBJ #semiEDA
Industry Shifts Boost Intel’s Momentum
For a brief moment. Honestly, this is wild. A lot of momentum and specific industry dynamics are starting to swing in favor of $INTC. https://t.co/32eDESc5Yf