← Semi DopedTrade on Robinhood →Trade on Robinhood →
“Although there was a temporary concern after SemiAnalysis saying that the midplane PCB in Kyber was delayed, AI PCB makers still face high demand. Strong signal.”
@Semi Doped
Kingboard Holdings is a major Chinese manufacturer of copper-clad laminates (CCL) and printed circuit boards. The ability to push through 10-15% price hikes demonstrates strong pricing power driven by relentless AI infrastructure demand.
0148.HKLONGIDEA · NOT YET PRICED
in articleLONG
“Apple is striking a long term deal with to ensure that Apple can deploy their own custom ASICs for AI. Austin: The reports of my death are greatly exaggerated. —Broadcom”
@Semi Doped
Broadcom extends its custom silicon deal with Apple through 2031, cementing its dominance in custom ASICs and crushing bearish narratives about losing the account.
AVGOLONG@ $373.38
$379.71+1.70%
since call Jul 7
peak +7.9%
“20 year agreement is a long time. Good on TeraWulf for landing an important client.”
@Semi Doped
TeraWulf secures a massive 20-year, $19 billion data center lease with Anthropic, locking in a highly lucrative long-term AI infrastructure client.
WULFLONG@ $20.44
$17.89-12.47%
since call Jul 7
peak +8.5%
TIMESTAMPS
in article
in article
in article