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in postLONG
“DRAM fabs already running above 90% utilization”
@semianalysis_
DRAM fabs above 90% utilization and SOCAMM pricing surging from $8/GB toward $13/GB — Micron captures the memory scarcity windfall directly
MULONG@ $1,116.58
$812.26-27.25%
since call Jun 27
in postLONG
“our token spend at SemiAnalysis now runs at roughly 30% of employee compensation, with employees pulling just under 5 billion tokens per month on average, over ”
@semianalysis_
GB300's software-driven 14,000 tokens/sec throughput + exploding enterprise token demand = sustained GPU upgrade supercycle for Nvidia
NVDALONG@ $189.40
$199.49+5.33%
since call Jun 27
peak +11.1%
in postLONG
“N3 utilization expected to exceed 100% in the second half of 2026 and DRAM fabs already running above 90% utilization”
@semianalysis_
TSMC N3 utilization exceeds 100% in H2 2026 with lead times above 50 weeks — extreme scarcity the market hasn't fully priced as TSMC hasn't yet raised prices
TSMLONG@ $428.72
$394.99-7.87%
since call Jun 27
TIMESTAMPS
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