Super underrated More people should talk about this 370 likes · 14 retweets · 10 replies · 2026-06-01T20:58:11.000Z Captured by scrape-follows from @zephyr_z9

What's happening in the PC/Laptop Market Sales & Growth I expect unit sales to grow by 1%-2% YoY in 1H26 due to order pull-in and inventory buildup Large inventory buildup is happening at the distributor level in 1H26 before 2H price hikes We will see large production cuts at 288 likes · 24 retweets · 13 replies · 2026-05-31T15:23:52.000Z Captured by scrape-follows from @zephyr_z9

What's happening in the MLCC market First off, MLCC as a whole is a $15B market. MLCCs for servers were a $1.3B market in 2025 ($600m for AI servers, $700m for general servers) The AI server MLCC market is growing at 80%+ CAGR, and the general server MLCC market will also 251 likes · 35 retweets · 12 replies · 2026-05-29T16:44:32.000Z Captured by scrape-follows from @zephyr_z9

The most important thing for Dell is how they deal with the memory price hikes and manage their on-prem enterprise AI push 94 likes · 2 retweets · 9 replies · 2026-05-29T13:24:12.000Z Captured by scrape-follows from @zephyr_z9

So ReRAM is finally ready for prime time Watch this space anon Shitco Everspin will probably get pumped due to this 130 likes · 3 retweets · 5 replies · 2026-05-29T13:29:53.000Z Captured by scrape-follows from @zephyr_z9

Absolutely legendary call by our semis analyst @jukan05 - our last article on May 12th contained his long thesis on LG Innotek. 17 days later, it’s up 115%. 591 likes · 20 retweets · 14 replies · 2026-05-29T16:40:38.000Z Captured by scrape-follows from @zephyr_z9

Very marginal (less than 5%) and it will remain like that CXMT already has its capacity booked by the domestic customers The big jump in IC exports from China is due to Samsung & Hynix exporting from their Xi'an & Wuxi facilities and also from legacy semis exports 105 likes · 4 retweets · 6 replies · 2026-05-23T16:02:00.000Z Captured by scrape-follows from @zephyr_z9

"He said he hopes Super Micro Computer will strengthen its compliance framework." Lmao 432 likes · 25 retweets · 10 replies · 2026-05-23T10:05:56.000Z Captured by scrape-follows from @zephyr_z9

Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been busy, but thought it'd be nice to give you all the details on the multi-strategy absolute return program that experienced the 28% drawdown this year. (1/n) 1151 likes · 105 retweets · 85 replies · 2026-05-23T15:52:42.000Z Captured by scrape-follows from @zephyr_z9

FACT ALERT : In modern agentic coding, 42% of the time is spent on CPU doing tool use such as editing files, running Bash scripts, running lints, etc. The economy of traditional cloud computing charges at $ per cpu core. In the economy of agents, the business model is $ per 463 likes · 60 retweets · 27 replies · 2026-05-23T14:00:02.000Z Captured by scrape-follows from @zephyr_z9

Nanya had a good run 195 likes · 2 retweets · 5 replies · 2026-05-23T02:31:05.000Z Captured by scrape-follows from @zephyr_z9

Interconnects ;) 27 likes · 1 retweets · 2 replies · 2026-05-23T07:45:18.000Z Captured by scrape-follows from @zephyr_z9

"given the CPU TAM CAGR update to 50%, plus DRAM per server CPU core is rising from 4GB to ~16GB or even 32GB in the future, DRAM CAGR is definitely going to be re-evaluated." Yup, people are underestimating CPU DRAM demand The DRAM in Nvidia's systems went from 500 GB per Grace 226 likes · 33 retweets · 6 replies · 2026-05-23T05:18:42.000Z Captured by scrape-follows from @zephyr_z9

"My heart is not a stone; it cannot be turned." Maybe in another timeline , DeepSeek doesn’t exist , there’s no explosion of open-source models , and no API services that simply chase reasonable profit . But anyway… I’m just endlessly grateful that in 475 likes · 48 retweets · 36 replies · 2026-05-22T16:40:43.000Z Captured by scrape-follows from @zephyr_z9

Memory shortage lasting WELL past 2026 everyone.. Again, just wait until you see how much memory (and storage) is required for inference/agentic AI. 237 likes · 19 retweets · 15 replies · 2026-05-22T18:33:26.000Z Captured by scrape-follows from @zephyr_z9

WPG Holdings, the semiconductor distribution giant, said 2nd quarter revenue, operating profit and net income will all hit fresh record highs, following its strong 1st quarter (Q1), media report, WPG said Q2 revenue will hit NT$345 billion to NT$365B, up 9%-15.3% vs Q1, and 11 likes · 2 retweets · 0 replies · 2026-05-20T00:16:46.000Z Captured by scrape-follows from @zephyr_z9

Wait, what?????? What kind of post training breakthrough did they make?? So the price increase is mostly due to smaller batch size to make it run faster 101 likes · 1 retweets · 9 replies · 2026-05-19T21:50:34.000Z Captured by scrape-follows from @zephyr_z9

We flagged this in the January memo 78 likes · 0 retweets · 7 replies · 2026-05-19T22:43:04.000Z Captured by scrape-follows from @zephyr_z9

Top Google customers are processing over 1B tokens per day. If they shift to Gemini 3.5 Flash, they could save $1 billion annually. 187 likes · 15 retweets · 5 replies · 2026-05-19T17:35:59.000Z Captured by scrape-follows from @zephyr_z9

So Google just cooked everyone on cost & speed Harnessing the full power of model-hardware co design Extreme sparsity and Ironwoods 536 likes · 32 retweets · 13 replies · 2026-05-19T17:33:50.000Z Captured by scrape-follows from @zephyr_z9

Lol They are scared of CC Wei 49 likes · 2 retweets · 7 replies · 2026-05-19T22:38:13.000Z Captured by scrape-follows from @zephyr_z9

Google built an entire operating system with Gemini 3.5 Flash in 12 hours for less than $1000 234 likes · 7 retweets · 13 replies · 2026-05-19T17:30:39.000Z Captured by scrape-follows from @zephyr_z9

FYI someone pinged me about Lumentum at JPM conference where "they basically said they sold all their lasers to Nvidia". $LITE makes at least 80% gross margin on lasers sold to $NVDA. My most bearish calculation is 81%. Others pay 87% gross margin or higher. 287 likes · 17 retweets · 12 replies · 2026-05-19T18:35:06.000Z Captured by scrape-follows from @zephyr_z9

Clearly has very low active parameters but a lot more total parameters 227 likes · 11 retweets · 16 replies · 2026-05-19T17:38:38.000Z Captured by scrape-follows from @zephyr_z9

this is a cool hire. does Goldman go down on this? 279 likes · 7 retweets · 5 replies · 2026-05-05T00:21:37.000Z Captured by scrape-follows from @zephyr_z9

Memory scarcity will affect GTA 6 sales "Selling 10 million units (a miraculous figure for most competitors) would be considered disastrous for this game, as some analysts have forecasted it will exceed 25 million copies sold at launch, so the stakes are high" 76 likes · 3 retweets · 10 replies · 2026-05-05T00:04:59.000Z Captured by scrape-follows from @zephyr_z9

"MI550 is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packaging expertise enables a 4-die/12 HBM4e design, vs Rubin Ultra 2-die package (and MCM for 2 sets of 2-die)." Need to watch out for the yield (if AMD goes for a 4 die design) 101 likes · 4 retweets · 6 replies · 2026-05-04T23:26:48.000Z Captured by scrape-follows from @zephyr_z9

Another chokepoint for China on American AI buildout 123 likes · 6 retweets · 8 replies · 2026-05-04T20:45:28.000Z Captured by scrape-follows from @zephyr_z9

Always touch SiC with caution 98 likes · 6 retweets · 14 replies · 2026-05-04T18:23:10.000Z Captured by scrape-follows from @zephyr_z9

"3nm capacity outside AI-committed allocations is estimated at only around 3,000 wafers per month." WOW 42 likes · 3 retweets · 4 replies · 2026-05-04T23:23:48.000Z Captured by scrape-follows from @zephyr_z9