Intel's Server CPU TAM Set to Quadruple by 2030
Definitely glad I never gave up on $INTC. Still execution milestones to watch, but as we anticipate the server CPU TAM to from ~$25b this year to ~$95b in our base case in 2030 it's greenfield dollar expansion. Full agentic CPU report below. This train ain't stopping. https://t.co/B4DgzIgaUj
AI Boom and Analog Revival Propel Chip Stocks Higher
Chip Stocks On Epic Run, Fueled By AI Megatrend, Analog Recovery https://t.co/njh2d0G6WM $NVDA $TSM $STM $ALGM $INTC
SpaceX Builds Its Own GPUs, Vertically Integrating Compute
SpaceX is now building its own GPUs. For cars. For robots. For orbital data centers. @elonmusk isn't just launching rockets — he's vertically integrating the entire compute stack.
Taiwan's Energy Shortage Threatens Global AI Supply
Powering the Silicon Shield – Taiwan’s Looming Energy Crisis and the Fate of AI https://t.co/zPfdZlBan8
Seeking Decision‑Makers for Next‑Gen DC Hardware Co‑Design
who is the best person to talk to about hardware - model co-design for new DC architectures that lean more heavily towards CPU, TPU, LPU, ASIC etc for longer context windows? who plans and dictates design + financing for a...
Cerebras Funding Fueled by OpenAI and AWS Hardware Demand
Why does Cerebras need so much money? Because OpenAI, and maybe AWS, needs so much iron. $CRBS $AMZN https://t.co/DMFuVEjgBo
From Simple to Sophisticated: Modern Branch Prediction Explained
Digital Design & Comp. Arch: L17: Branch Prediction (Spring 2026) https://t.co/WMytQ3VuVV We will start with simple branch prediction techniques and build up to the more sophisticated techniques used in almost all modern high-performance processors. @SAFARI_ETH_CMU @CSatETH
SK Hynix Posts Explosive Growth, Valued at 4x EPS
SK Hynix just reported 2026 Q1 earnings. Revenues up +198% YoY Net income up +405% YoY Net income margins of 77% …and SK Hynix trades at 4x NTM EPS 🤣 These are wild times for memory stocks 😳 NFA. DYOR. *We own SK Hynix...
TSMC's Kevin: GAA Scaling Eliminates Need for Alternative
That's not what Kevin from TSMC said. He said the GAA technology they're developing is showing scaling and robustness to not need it.
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
TSMC Schedules A13 Shrink, A12 for 2029, Launches Photonic
Just in: TSMC revealed the next nodes in its technology roadmap A13 is a 6% shrink of A14 A12 will follow A13 Both scheduled for 2029 Also, Compact Universal Photonic Engine with Co-Packages Optics commencing production this year
Japan's Naphtha Shortage Threatens Global Semiconductor Production
Semi Market, show me you care. "Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt."
SMCI Nears Resolution of Nvidia Chip Smuggling Allegations
$SMCI is getting close to filling the “allegations of smuggling Nvidia AI chips into China” gap https://t.co/wRUyCxU5ij
Only Google Knows TPU Performance; Need Independent Benchmarks
I’m getting a lot of questions on Google TPU performance versus NVIDIA. The reality is that only Google knows for sure. I am looking forward to 3rd party assessments across a wide variety of workloads that touch entire stacks and...
Bolt's Zeus Chip Paves Way for Silicon Path Tracing
"Moving from a rasterized pipeline in silicon to path tracing in silicon, at scale, is not an easy thing to do," said Dr. Ian Cutress, chief analyst, More Than Moore. "Bolt Graphics' Zeus test chip is an important first step...
Silicon Oxide Memory Advances Toward Industrial Use
Did you see this?👇 Silicon Oxide Memory Breakthrough | Lecture 12: From Lab to Industry #science #graphene #pchardware https://t.co/dIvQsIQm8V https://t.co/hZ0KyzJC7S
Google Unveils Split TPU Line for Training, Low‑latency Inference
Google this morning officially announced it will make two new TPU versions, splitting between training and inference workloads as inference, particularly low-latency inference becomes a greater customer focus and a month after Nvidia unveiled out its Groq-based product.
Google Signs Multi‑billion Deal for Nvidia GB300 AI Chips
Exclusive: Google deepens Thinking Machines Lab ties in a deal valued in 'single-digit billions,' per a source familiar. Includes access to Nvidia’s new GB300 chips + infra services to support model training and deployment. https://t.co/2fywSlR1Kp via @techcrunch
Nvidia's 800V DC Shift Redefines Data Center Power
everything you need to know about racks, power, cooling, and Nvidia's shift to 800 volt direct current - kelly and i spent months writing a 30 page report, complete with investment ideas - published it a few months ago. our...
Anker THUS Chip Enables Large AI on Wearables
Anker THUS chip breaks computing rules to put big AI models on wearable devices https://www.techradar.com/ai-platforms-assistants/anker-thus-chip-breaks-computing-rules-to-put-big-ai-models-on-wearable-devices
AI Designs RISC‑V CPU Core in 12 Hours
How Did An AI Agent Build a RISC V CPU Core In Just 12 Hours https://spectrum.ieee.org/ai-chip-design?share_id=9374945
Helium Powers Chips, Not Just Party Balloons
How many people know that Helium is more important to the semiconductor industry than it is to birthday balloons…? 🤔
Tech Component Shortages Boost Our Portfolio Holdings
There’s a shortage in • Memory + storage $DRAM $MU • Optical Transceivers $LITE $AAOI • Power infrastructure $VRT $ETN • CPU shortage $AMD $INTC And we own stocks in each of those sectors
New Handbook Maps Emerging Materials Shaping Future Semiconductors
#Technology #Thread #Semiconductor #Manufacturing #Materials The Semiconductor Handbook Emerging Materials: 1/ - Recently, Researchers From Distinct Universities Wrote A Book Titled Handbook Of Emerging Materials For The Semiconductor Industry - This Comprehensive Handbook Is Essential For Understanding How These New Materials...
SoftBank's New Memory Chip Venture Gains Government, Industry
SoftBank's next-generation semiconductor memory company government to support RIKEN, Fujitsu, etc. also solidify investment https://t.co/s7WUUwhf0M
Tenstorrent Demo Shows Ultra‑fast Video Generation on 256 BlackHole Chips
.@tenstorrent will launch its new gen cluster-scale systems next week, but in the mean time, Jim Keller @jimkxa and Jasmina Vasiljevic @JasminaVas gave me a sneak preview of their video generation demo running on 256 BlackHole chips (spoiler - it's...
UWB Chips Stop Key‑fob Spoofing, Secure Cars
Car thieves don't just pick locks to break in. They've also found ways to spoof your key fob's "unlock" signal. No glass broken, no button pressed. But new UWB car security chips fight back with new tech that's tougher to...
ASRock's DDR5 RAM Promises Intel Support—Catch Revealed
ASRock's new RAM is about 'ensuring Intel users have access to the benefits of DDR5 memory in the years ahead' — but there's a catch. https://t.co/uzRNy7sFf9
Intel Foundry Event Showcases Early Foundations Laid
This was from an Intel Foundry event we were at this time last year. Ground work was being laid. https://t.co/gHzErpfhB4
AI Workloads Justify Rising Cost per Transistor
We all knew the cost per transistor was likely to go up in the angstrom era. If it weren't for AI workloads, the leading edge would have been much harder to justify the cost increase. Full report: Foundry Economics...
Meta's Heterogeneous Chip Fleet Boosts Competitive Edge
"while I was encouraged to see Meta’s diversified chip strategy, I was also a tad bit concerned whether the trade-off has too high a cost. However, I have now updated my opinion that Meta is increasingly quite enviably positioned due...
AI Data Center Stocks Soar at Key Buildout Points
Stocks at crucial choke points in the AI data center buildout are absolutely flying YTD: Memory • HYNSE +80% • SMSD +70% • MU + 42% Network & optics • AAOI +312% • MRVL +65% • AVGO +15% Power & cooling • VRTV +78% • ETN +25% • SU +16%
Qualcomm Snapdragon BootROM Flaw Enables Modem Takeover
We’ve discovered a vulnerability in the BootROM of Qualcomm Snapdragon chips (MSM/MDM family) – used in popular smartphones, cars, and IoT devices: attackers can use its Emergency Download Mode to take control of the modem module (physical access required) Advisory: https://t.co/hkZ3VjGfMC Our...
Chip Price Surge Rivals Oil Shock, Adds $300B Surplus
Chip price shock is by some measures as big as the current oil shock -- $300b annual increase in Korean/ Taiwan combined trade surplus v 24 based on latest data (depends of course on where oil settles for the rest...
AI Chip Rally Propels KOSPI to Record High
KOSPI hits record on AI-driven chip rally; SK Hynix, Samsung lead Macro: AI memory demand and Nvidia ties fuel gains. Risks: geopolitics, sentiment reversal. Trade: buy KOSPI tech on pullback. 🚀 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Neural Networks Become the Computer, Not Just Software
#Technology #Thread #Semiconductor #Manufacturing #Neural The Semiconductor Neural Computer: 1/ - The Neural Computer Paper Frames A System Where The Model Itself Acts As The Computer Rather Than Running On Traditional Hardware Software Stacks/ - It Positions Neural Networks As The Primary Execution...
First Soft 3D Hydrogel Semiconductor Replicates Living Tissue
World’s First Soft #3D Hydrogel Semiconductor That Mimics Living Tissue by @tweetciiiim #EmergingTech #Innovation #Technology https://t.co/va8SZaZejg
Google to Fund Multiple TPU Designs for Future FM Models
I’m pretty close to this stuff but there was something here that was affirming, and that is that Google will fund many different TPUs based on the potential future direction of FM model architectures. And many won’t ever make it...
Disruption of Apple Hinges on This Chip Ecosystem
If something’s going to truly disrupt Apple, it’ll be powered by some derivative of this chip and ecosystem.
AI and HBM to Power Half of TSMC Revenue
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM https://t.co/8qSbTnKWqk
John Ternus Drives Apple’s Full‑Stack Growth Flywheel
Good of time as any to recirculate this. Which is now the growth flywheel John Ternus will lead. Apple: The Full Stack Compunder https://t.co/JOdLgVdVhl
Wi‑Fi Chip Survives 500 kGy Inside Nuclear Reactor
This chip is a Wi-Fi receiver that still works inside a nuclear reactor. It can endure 500 kilograys of radiation. https://spectrum.ieee.org/robotics-in-nuclear-industry
Agentic AI Adds $1.2B to CPU Substrate Market, Shortage Deepens
The one area I did not go deep in my CPU report. Morgan Stanley on the ABF substrate demand tied to the CPU TAM expansion. - Agentic AI to broaden the Server CPU ABF Substrate TAM by US$1.2B: - ABF Substrate under-supply...
New Google TPUs Arrive, Compute Shortage Trumps GPU Debate
$GOOGL will launch its next generation TPUs this week. The narrative in the press will be Google vs. $NVDA. I strongly suggest not spinning wheels on the TPU versus GPU debate. Right now all capacity is good capacity because we don't...
AI Fuels CPU Renaissance, Lifting AMD, Arm, Intel
AI-Driven 'CPU Renaissance' To Boost AMD, Arm And Intel, Analyst Says https://t.co/QTANhz2sSt $AMD $ARM $INTC $RMBS
MatX Shows How Chips and Models Co‑Evolve
MatX is quietly putting out some of the best content on how chips and models should evolve together
AVGO Leads in SerDes; MRVL Eyes Google LPU
Agree with this from the JPM note on $AVGO. For at least the time being who has the best SerDes... On TPU / $MRVL it's not for TPU but possible LPU like product for $GOOG https://t.co/fZx7brNrka
Google Poised to Unveil Inference‑focused TPU at Next
Google likely to announce a TPU for AI inference at its Next conference this week. I look at Google's TPU customers (Meta, Citadel), how it tries to co-design TPUs with the AI model teams, and what's next for TPU: https://t.co/qxCQH8HpYH
Report Still Holds Up After TSMC Earnings
Yep, I detailed in depth in this report. Even going through it post-TSMC earnings, this report is holding up very well. https://t.co/C0GIvgrEll
Agentic CPUs Forecast Hits $100B by 2030, Consensus Forms
Morgan Stanley's report on agentic CPUs has a TAM expansion forecast in line with mine from a month ago. I thought I was crazy for saying it will reach ~$100B in 2030, and now that is becoming consensus. https://t.co/jjdrB3k1Bt