Inference Market Explodes, Driving NVIDIA’s 17‑fold Revenue Surge
The inference market is the fastest growing market in the world & it’s splitting up. Each modality is developing its own inference stack. NVIDIA’s data center revenue was flat through 2022. Then ChatGPT launched. Three years later : 17x growth. https://t.co/wytykE1AWh
Generational Semiconductor Breakthrough: New Material Transforms Industries
Introducing new materials into industrial processes can be a revolution for customers across industries. In the semiconductor space for example, a new, gamechanging material is introduced about once in a generation... https://t.co/wgKZN1tLZ1
Semiconductor Boom: Chatting with Former CHIPS Act Lead
When @SoumayaKeynes and I were working on our book, semiconductors were the sector that *EVERYONE* kept talking about. I am so excited this week to chat with the incredible Dan Kim, who ran the CHIPS Act implementation office for the...
Designers Choose EMIB Over TSMC for Strategic Benefits
Thanks Gemini lol. I used "strategic bridge" as a frame for EMIB intentionally but can't find the exact report. Joy. Gemini at least somewhat helpful. As @austinsemis and I will outline soon, there are very good reasons designers...
Google Pays Up to $1B for Intel TPU Capacity
Amazing that it only took this bullet point to move $INTC this way today (from 3pdata shop) but then again the Apple chowda is out there today "Intel appears to have won the GOOGL/MTK TPU ramping in late CY27. "We...
HB3DM Demo Achieves 10 GB/Stack, 5.3 TB/S
News from @Intel and @SoftBank SAIMEMORY from @VLSI_2026 Paper T17.5 First demo of HB3DM ➡️ 9 layer, 3 micron per stack ➡️ 1 logic + 8 DRAM layers, ➡️ 13.7k TSVs/layer with hybrid bonding ➡️ 1.125 GB/layer, so 10 GB per stack ➡️ 0.25 Tb/sec/mm2...
World's First 1000‑Layer QLC Flash Multi‑Stacked Cell Array
News from @KIOXIAAmerica at @VLSI_2026 Paper T1.4 World's first Multi-Stacked Cell Array scalable to 1000+ layer stacked QLC Flash ➡️ Quad-Level Cell using MSA-CBA ➡️ Overcomes cell degredation, wafer warpage, and large blcok size ➡️ Uses F2F and B2F Cu bonding for 2x218 WL ➡️...
TSMC's A16 Chip Delivers Super Power Rail Gains
News from @TWSemicon at @VLSI_2026 Paper T1.5 TSMC will present their A16 technology ➡️ A16 is N2P with backside power delivery ➡️ TSMC calls BSPDN 'Super Power Rail' ➡️ +8-10% perf or +15-20% power saving ➡️ Up to +8-10% chip density (logic + SRAM) ➡️ Mass...
Intel 18AP Delivers Up to 18% Power Gains, 9% Performance Boost
News about @Intel 18AP from @VLSI_2026 Paper T1.2 Intel 18AP will offer 9% perf or 18% power over 18A ➡️ New VT pairs, low and high power devices ➡️ Numbers based on Arm core sub-block ➡️ 30% skew corner tightening ➡️ Matched SRAM Vmin Conference is...
Memory Stocks Surge; NVDA Remains Core Long
📺 MEMORY STOCKS ARE EXPLODING & WHY I’M STILL LONG $NVDA Memory stocks are exploding after $STX delivered a blowout quarter, triggering massive upside across names like $MU and $SNDK. This group has been trend-perfect — higher highs, respecting moving averages, strong earnings...
TSMC Cashes Out, Sells Remaining Arm Stake for $231M
Taiwan Semiconductor $TSM has sold its remaining stake in Arm Holdings $ARM TSMC Partners sold 1.11M ARM shares at an average price of $207.65 per for a total of ~$231 Million
Semi Market
Damned If We Do and Damned If We Don't 💫Semi Surge Seems Stressed 💫Semi Reflexivity In Full View 💫The Stealth Buyer Still In The Room https://t.co/ObymQYFfzf
GDWN Foundry Extension Approved, Completion Set for August
#GDWN foundry extension planning approved…unanimously I hold & this is great news …building is scheduled to complete in August https://t.co/dp6OTU3JDO
Kopin Jumps 14% on $15M Optical Tech Order
(KOPN) surged over 14% yesterday and in pre-market trading after receiving a $15 million optical technology order. 🔥🚀🚀🚀 Fabric.AI placed a $15 million purchase order with Kopin to fund the development of a demonstration chipset.
Analysts Raise SNDK Targets on AI‑Driven NAND Surge
The institutional target prices for $SNDK. Morgan Stanley: $1,100 Overweight. Up from $690; Strong NAND pricing and robust AI demand ahead of Q3 earnings. Cantor Fitzgerald: $1,400 Overweight. Up from $1,000; Excellent pricing advantage and AI tailwinds. Bank of America (BofA): $1,080 Buy. Up from $900;...
Jensen Huang Fails to Justify Export Controls' Ineffectiveness
Jensen Huang never managed to give a coherent argument for why export controls are ineffective. https://t.co/eF3UUpfWHO
Simulation Boosts Sustainability in Semiconductor Manufacturing
#Technology #Thread #Semiconductor #Manufacturing #Simulation The Semiconductor Simulation Impact: 1/ - IEEE Transactions On Semiconductor Manufacturing Has Unique Paper That Showcases How Simulation Drives Sustainability In Semiconductor Industry.
Semiconductors Claim Record Share of S&P 500 IT
Yardeni Research Chart of the Day (April 28, 2026) The S&P 500 Semiconductors industry now accounts for a record 41.9% and 47.1% of the S&P 500 Information Technology sector's market capitalization and forward earnings. Do you think this is sustainable? https://t.co/mmJzuPj5Sb
Jensen Huang Stumbles When Pressed on Export Controls
I'm kind of late to this party, but I had a lot to say about @dwarkesh_sp's interview with Jensen Huang. Dwarkesh does a great job of pressing Jensen on his opposition to export controls, and Jensen usually doesn't have good answers. https://t.co/eF3UUpfWHO
Memory Titans Rank Among World's Top Six Profits by 2027
Who had memory companies being 2 of the 6 most profitable in the world by 2027 on their bingo card? 🙃
US Bans Chip Tool Shipments to Huahong's Facilities
The U.S. ordered numerous chip equipment companies to halt tool shipments to two facilities of Huahong, China’s second-largest chipmaker, according to sources. https://t.co/9lzUXgpLQr
Majestic Chips Tackle AI’s Emerging Memory Wall
We talk a lot about AI’s energy wall. We talk less about the memory wall But as models, and context, get bigger, memory capacity and bandwidth may become the bottleneck. Before “memory wall” became a popular phrase, Sha Rabii, Ofer Shacham, and...
On‑Device AI Thrives with LiteRT and NPU
Building real-world on-device AI with LiteRT and NPU https://t.co/8PbZfxIKiW < you can do some pretty amazing things with on-device AI right now. Here are some real-world examples.
Samsung's New Laptop Leverages Hybrid Intel Core 3, Boosts Performance
Samsung is working on a laptop powered by the new Hybrid Intel Core 3 series The Core 5 320 is over 20% faster than the A18 Pro Core 7 350 is over 2x faster than the Core Ultra U Series 1, 64%...
Rethinking Computing Architecture Amid Slowing Chip Gains
As traditional chip improvements slow and energy demands rise, researchers are rethinking how computing systems are designed. https://t.co/45pSTpF8p2 #sustainability #infrastructure #IoT #AI #5G #cloud #edge #futureofwork https://t.co/UORGWngPay
Tranium Boosts Inference Margins, Driving OpenAI’s Focus
Given what we have been seeing/hearing on TPU/Tranium inference economics, margins are even better (inference margins are high to begin with) but OpenAI emphasizing Tranium is partially also for better margins.
U.S. DOC Secretary Meets AMD CEO to Boost AI Dominance
The 🇺🇸 DOC just posted this: “Secretary Lutnick met today with $AMD Chair and CEO Dr. Lisa Su. Together, we are advancing American AI and technological leadership and dominance.”
Low‑Power GB10 GPUs Deliver 50 T/S Quietly
While I also have a bunch of GPUs, I really enjoy the GB10s I have, which are the same as Sparks. Very low power usage, make no noise, generate very little heat, take up little space. Always on and available....
Boardfly and Virgo Boost Google TPU V8 Performance
The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG $NVDA https://t.co/4wHUW0f044
Tenstorrent Secures Over $1B to Scale AI Infrastructure
Tenstorrent, started by Jim Keller, has raised more than $1 billion and it has over 1,000 employees to come up with scalable AI infrastructure. https://t.co/XdoiRmKl9Z
Tenstorrent's Galaxy Blackhole Delivers 350 T/S/U LLM Inference
.@tenstorrent is launching Galaxy Blackhole servers and clusters for fast LLM inference (DeepSeek-671B at up to 350 t/s/u), among other applications - no disaggregation needed, according to @jimkxa: https://t.co/G2yu85tXs2
Semiconductor Works From 500°C to Absolute Zero
Scientists create electronic devices that function reliably at extreme temperatures from 500 degrees Celcuis to absolute zero — advanced semiconductor material unlocks new possibilities in space tech and quantum computing https://t.co/K4Bwe3kNBI
Semiconductor Valuations Hit Record Highs, Prompting Shorts
On Friday and Monday we @SeabreezeLP shorted $INTC, $MU and $AMD. Go to @thestreetpro for an explanation why.... @dougkass Global Markets Investor on X: "⚠️Semiconductor valuations have RARELY been this stretched: The Semiconductor Index, $SOX, now trades at a P/E ratio of...
NVIDIA's New Hub Expands R&D for Next‑Gen AI Chips
Strategic Hub: The space is reportedly intended to house expanded engineering and R&D teams focused on NVIDIA’s next-gen chip architectures and global AI software development.
Intel Core 5 320 Beats Apple A18 Pro By
The MacBook Neo Killer is ready Intel Core 5 320, a new low-mid range processor, outperforms the Apple A18 Pro by over 20% and is also ahead of the A19 Pro It is incredible what Intel has achieved with just 2 Performance...
Chip Stocks Pause After Historic Surge, Future Uncertain
Chip Stocks Take A Breather After Historic Run. What's Next For Semiconductor Group? https://t.co/cNHeCAUhdp $SOXX $QCOM $NVDA $INTC $SNDK
NVIDIA B200 Rental Prices Surge 114% in Six Weeks
NVIDIA’s latest GPU rental prices on the Ornn Compute Price Index hit $4.95 per hour this week, up from $2.31 in early March : a 114% surge in six weeks. The price spread over prior-generation chips doubled from $0.28 to $1.80...
Semis Surge 18 Days Straight: Cycle Insights Unveiled
Semiconductors have rallied a record 18(!) straight days. Our latest weekly note is focused on semi cycles. Read it here: https://open.substack.com/pub/easymarkets/p/semis-cycles-and-the-ouroboros?r=1vbilw&utm_medium=ios
Ben's Intel Defense Redeemed: Key TPU Takeaways From Cloud Next
Was a good discussion. Should have named it Ben's redemption for defending Intel since day 1 of the pod in 2023 lol. Also, sharing all I learned from TPU discussions at Cloud Next.
Intel Beats Forecast, Shares Jump 24% on Revival
MyPOV: @Intel crushes Wall Street’s expectations, and its stock surges 24% as revival gains pace https://t.co/1oGxH9TZ6w @SiliconANGLE @Mike_Wheatley “Intel is moving in the right direction, and a key objective going forward will be to secure design wins with...” - @holgermu @constellationr
POET’s Marvell Deal Turns Sour After Contract Cancellations
POETRY IN MOTION $POET: -books Celestial AI as a customer in 2023 -jumps when Celestial is acquired by Marvell -In interview calling short sellers maggots, CFO says POET is a $MRVL supplier - $MRVL cancels contracts citing a confidentiality breach https://t.co/uaRhd229wi
Photonics May Unlock AI’s Data‑Movement Bottleneck
Why Photonics Could Decide the Future of AI Infrastructure Generative AI is turning data movement into one of the biggest constraints in modern data centers. Training clusters now span tens or hundreds of thousands of GPUs. Model sizes have moved beyond 100T...
Memory Stocks Set to Double as AI Fuels Growth
NEW: We dug into this white hot Memory Stock trade that has helped $DRAM become the fastest growing theme ETF of all time w/ BI's semiconductor analyst Jake Silverman. He explains what memory is, the AI connection, where in cycle...
RAM Shortage Forces DIY Production, Sparks Consumer Revolt
The RAM crisis just got so bad that YouTubers are making it in their sheds — and our only hope now is a consumer rebellion https://www.techradar.com/computing/memory/the-ram-crisis-just-got-so-bad-that-youtubers-are-making-it-in-their-sheds-and-our-only-hope-now-is-a-consumer-rebellion
Google's TPU Split Reshapes Cloud Strategy for Enterprises
Google Splits Its TPU in Two. That Decision Has Consequences for Every Enterprise That Uses Its Cloud. https://t.co/lvmuMB7Got
ARM's AI Era: Agentic CPU and Accelerator Ahead
$ARM was made for the AI era. Agentic CPU + an AI Accelerator coming (IMO). 🚀
Supply‑Chain Decoupling Spurs Semiconductor Risk Management
Macro: supply-chain decoupling accelerates as Tokyo Electron cuts ties with exec linked to Chinese rivals. Key: governance and IP risk. Risk: competition escalation from China. Trade: trim semiconductor-equipment exposure. ⚠️ — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Semiconductor Roundup: Plasmonics, AI Chips, EUV Resist Crunch
Latest news: Marvell’s plasmonics buy; Onto’s process control stake; TSMC A14/13; LPDDR6; SOCAMM2 chipset; EUV resist crunch; India 3D packaging; telemetry platform for power management; edge AI MCU for voice; new Google TPUs & ... https://t.co/NRvYK9N1JW #semiconductor #semiEDA
Intel Tops Dot‑com Peak as Big Tech Adopts Its Chips
After 26 years, $INTC surpasses its peak dot com price. Intel’s resurgence on Friday comes as big tech turns to it for custom chips with Microsoft, Google and Amazon as companies turning to Intels foundry capbilities.
Alleged AI Chip Smuggling May Account for 5% SMCI Revenue
Is it possible that for $SMCI “one in every 20 dollars Super Micro earned from 2024 to 2025 came from a front company that allegedly worked with a rogue executive to smuggle AI chips to China.”? I can’t imagine answering...