HeyJaredAndrew Lu on global semis and techs
See through the semiconductor and technology trends and invest companies with their core competitiveness.
- Indexed issues, last 90 days
- 22
- Latest publication
- Sep 30, 2026
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- Checking…
- Earliest in this view
- Aug 21, 2026
Latest issues
Micron turning from margin to capacity expansion mode, like Nvidia - beat and rest (opens the original)
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Executive summaryFor a near term, we see the strong data center AI GPU/TPU/ASIC/CPU capex and deployment to support HBM, DDR5, NAND flash demand. However, starting 4Q26 and beyond, we have started to see the pricing hike was/is decelerating and gross margin is topping but capex growth is accelerating. Despite months of inventory MOI and capital density are still at a healthy level, we believe Micron is turning itself from gross margin expansion to capacity expansion mode. Like Nvidia in the past
OpenAI is narrowing ARR gap with Anthropic by introducing more models at competitive prices (opens the original)
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What's new?9 月 29 日（舊金山時間），在宣佈無限期擱置旗艦模型 GPT-6.1 Astra 僅 24 小時後，OpenAI 執行長 Sam Altman 在舊金山 DevDay 2026 開發者大會上發表 :- 更新模型 GPT-6.1 Sol （vs. GPT-6.0 Sol): 並定位為「以五分之一的價格提供逼近
Understanding the balance film industry for a larger AI chip (Part I) (opens the original)
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Executive summary雖然 Balance Film 產業發展還在初始冒芽階段，但當AI GPU，TPU，ASIC 越來越大顆，ABF載板及RDL 處理層數越來越厚，越來越多不同熱膨脹係數晶片及材料被封裝在一起，防翹曲技術及抗翹曲應力平衡&#
AMD acquires World Labs to expand its AI Hardware-Software Co-Design (opens the original)
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SummaryAI硬體教母蘇媽及AI軟體教母李飛飛，兩大聯手追趕Nvidia的生態系，但我們看到的是AMD併購World Labs 的長期綜效及短期風險- 尤其加強軟硬兼施的AI晶片/系統設計及稀釋/商譽減損的風險，感覺就像&
Nscale IPO prospectus shows 73% of sales from ByteDance indirectly, implications? (opens the original)
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What’s new?9 月 23 日，英國《金融時報》（FT）與權威硬體媒體 Tom’s Hardware 深度拆解 Nscale 日前向美國證券交易委員會（SEC）遞交的 Form S-1 招股書，披露了一項震動歐美資本市場的內幕：字節跳動在新加坡設&#
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