原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment
- DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now).
- Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think.
- US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM.
- $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month
- Hanmi Semiconductor is entering the CoWoS packaging equipment market
- $NVDA and NTT hosting a conference July 24th to discuss CPO strategies.
- 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr.
- Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production).
- AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines.
- Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging.
- CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain.
- KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and
Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment
- DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now).
- Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think.
- US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM.
- $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month
- Hanmi Semiconductor is entering the CoWoS packaging equipment market
- $NVDA and NTT hosting a conference July 24th to discuss CPO strategies.
- 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr.
- Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production).
- AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines.
- Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging.
- CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain.
- KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and
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