$AAOI, $QCOM, $MRVL, etc) and what type of infra procurement they want.
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
$AAOI, $QCOM, $MRVL, etc) and what type of infra procurement they want.
- $TSEM and NewPhotonics begin volume shipments of laser integrated optical engines.
Not familiar with newphotonics, so not going to leave much commentary here. But will do some research today.
- Goldman Sachs reportedly sees the ABF deficit expanding from 14% to 51%. Forecast shortages are 14% in 2H26, 34% in 2027 and 51% in 2028...
More substrate bottleneck stuff, not surprising regarding demand imbalances.
- Crusoe raises $3.9B at a $30.9B valuation.
Okay this valuation is better than Instinct raising at a bubble $10B valuation off 100k users...
- Japan and the U.S. reportedly discuss a $12.9–19.3B $GFS run fab.
That's like half of Globalfoundries marketcap lol. Not much details here.
- $ARM CEO Rene Haas said he is confident that they can secure enough supply to meet $2B in customer demand (for their AGI CPU).
There's probably a lot more demand, probably supply constrained growth as usual so good $ARM signaled confidence in securing allocations.
- Supply chain sources said Kioxia has about 50% of its LTA capacity tied up, while SK Hynix/Samsung reserve about 70% of capacity for LTAs for 3-5 years.
Not sure how people are bearish on memory....
I don't like posting updates one-by-one like a news reporter, so hope this saves some time of stuff I like looking at.
On a side note was surprised markets from $AMD to $INTC rallied today after rate hikes. Think high-beta overshot the selloff the most.
翻译：
本周我发现的有趣内容摘要：
- $INTC CEO 表示部分存储价格已上涨 5-7 倍，并警告短缺将在 2027 年加剧。
$SNDK / $MU / Samsung 兄弟们会很高兴听到这个……（来自 2026 年圣克拉拉 AI Infra Summit）
- $GFS 与 $MRVL 签署了延长的 SiGe 容量协议，用于可插拔/NPO/CPO。“预计将大幅增加容量，以支持 Marvell 不断增长的需求。”
我会关注 Globalfoundries 的相关动态，因为 $SIVE 是他们用于 SCALE 的参考激光。
- $CIEN 预计到 FY2029 年实现约 30% 的年收入增长，50% 的调整后毛利率，20% 的自由现金流利润率。
公司称组件供应而非需求限制了增长……这在 $NVDA
- $TSEM and NewPhotonics begin volume shipments of laser integrated optical engines.
Not familiar with newphotonics, so not going to leave much commentary here. But will do some research today.
- Goldman Sachs reportedly sees the ABF deficit expanding from 14% to 51%. Forecast shortages are 14% in 2H26, 34% in 2027 and 51% in 2028...
More substrate bottleneck stuff, not surprising regarding demand imbalances.
- Crusoe raises $3.9B at a $30.9B valuation.
Okay this valuation is better than Instinct raising at a bubble $10B valuation off 100k users...
- Japan and the U.S. reportedly discuss a $12.9–19.3B $GFS run fab.
That's like half of Globalfoundries marketcap lol. Not much details here.
- $ARM CEO Rene Haas said he is confident that they can secure enough supply to meet $2B in customer demand (for their AGI CPU).
There's probably a lot more demand, probably supply constrained growth as usual so good $ARM signaled confidence in securing allocations.
- Supply chain sources said Kioxia has about 50% of its LTA capacity tied up, while SK Hynix/Samsung reserve about 70% of capacity for LTAs for 3-5 years.
Not sure how people are bearish on memory....
I don't like posting updates one-by-one like a news reporter, so hope this saves some time of stuff I like looking at.
On a side note was surprised markets from $AMD to $INTC rallied today after rate hikes. Think high-beta overshot the selloff the most.
翻译：
本周我发现的有趣内容摘要：
- $INTC CEO 表示部分存储价格已上涨 5-7 倍，并警告短缺将在 2027 年加剧。
$SNDK / $MU / Samsung 兄弟们会很高兴听到这个……（来自 2026 年圣克拉拉 AI Infra Summit）
- $GFS 与 $MRVL 签署了延长的 SiGe 容量协议，用于可插拔/NPO/CPO。“预计将大幅增加容量，以支持 Marvell 不断增长的需求。”
我会关注 Globalfoundries 的相关动态，因为 $SIVE 是他们用于 SCALE 的参考激光。
- $CIEN 预计到 FY2029 年实现约 30% 的年收入增长，50% 的调整后毛利率，20% 的自由现金流利润率。
公司称组件供应而非需求限制了增长……这在 $NVDA
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