The third semis memo is out We talk about power & analog semis, orchestration pl
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The third semis memo is out We talk about power & analog semis, orchestration pl
· @zephyr_z9
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The third semis memo is out We talk about power & analog semis, orchestration plane in the agentic era, the neoclouds trade, interconnect bottleneck (probably the biggest limiter for 2026-27), Korea Unlocked
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