原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
TLDRs of things I found interesting this week:
- $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027.
$SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara)
- $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requirements."
I like to keep an eye out on Globalfoundries related updates given $SIVE is their reference laser for SCALE.
- $CIEN expects roughly 30% annual revenue growth, 50% adj. gross margin, 20% FCF margin, through FY2029.
The company says component availability, not demand, is limiting growth... Seems common across $NVDA to upstream suppliers that supply is the limiting factor for revenue growth.
- Winbond acquires Infineon's NOR Flash and F-RAM business for $1.12 billion.
Very surprised Infineon sold considering NOR Flash ASP + importance just keep going up and up and up, but good for Winbond consolidation.
- Samsung reportedly expands outsourcing of DDR5-module and SSD assembly.
I think some local Taiwan reports flag Transcend and Apacer as possible beneficiaries. The report specifically identifies Dreamtech, Hanyang Digitech and SFA Semicon.
I've noticed other Korean firms entering new Samsung Electronics contracts for likely legacy memory modules maybe like ~1-2m ago.. So think some media commentary probably missed this too. Maybe too small for them to notice?
- $NBIS raises AI cloud prices for the 2nd time in three months (~17-21%), bullish read through for other Neoclouds like $CRWV to $IREN earnings.
- $AMZN signs $2.4B agreement with $GNRC for generator deliveries throughout 2027-2028... and received warrants tied to as much as $8B of aggregate purchases
Good to keep an eye out on who Amazon signs these warrant agreements with (eg. Alchip,
TLDRs of things I found interesting this week:
- $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027.
$SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara)
- $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requirements."
I like to keep an eye out on Globalfoundries related updates given $SIVE is their reference laser for SCALE.
- $CIEN expects roughly 30% annual revenue growth, 50% adj. gross margin, 20% FCF margin, through FY2029.
The company says component availability, not demand, is limiting growth... Seems common across $NVDA to upstream suppliers that supply is the limiting factor for revenue growth.
- Winbond acquires Infineon's NOR Flash and F-RAM business for $1.12 billion.
Very surprised Infineon sold considering NOR Flash ASP + importance just keep going up and up and up, but good for Winbond consolidation.
- Samsung reportedly expands outsourcing of DDR5-module and SSD assembly.
I think some local Taiwan reports flag Transcend and Apacer as possible beneficiaries. The report specifically identifies Dreamtech, Hanyang Digitech and SFA Semicon.
I've noticed other Korean firms entering new Samsung Electronics contracts for likely legacy memory modules maybe like ~1-2m ago.. So think some media commentary probably missed this too. Maybe too small for them to notice?
- $NBIS raises AI cloud prices for the 2nd time in three months (~17-21%), bullish read through for other Neoclouds like $CRWV to $IREN earnings.
- $AMZN signs $2.4B agreement with $GNRC for generator deliveries throughout 2027-2028... and received warrants tied to as much as $8B of aggregate purchases
Good to keep an eye out on who Amazon signs these warrant agreements with (eg. Alchip,
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