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“TSMC is raising 3nm wafer prices by 15% in the second half of 2026, and it can do it because a record output of 175,000 wafers a month still isn’t enough for…”
@Semi Doped
TSMC raises 3nm 15% into sold-out capacity, adding ~$1.5B/quarter of near pure-profit revenue
TSMLONG@ $418.72
$395.31-5.59%
since call Jun 12
peak +0.8%
“Those ETF buyers get exposure and probably don't know it. It'll probably help boost prices in the near term with incremental mechanical buying”
@Semi Doped
Semi index inclusion forces mechanical ETF buying into AI names, boosting prices near term
ALABLONG@ $368.20
$310.19-15.75%
since call Jun 12
peak +4.2%
00:00LONG
“EMIB is becoming a viable alternative to CoWoS in advanced packaging. Hearing positive vibes on Intel 18A doing well.”
@Semi Doped
Intel 18A gaining traction and EMIB rivaling CoWoS gives Intel real foundry upside
INTCLONG@ $115.31
$88.19-23.52%
since call Jun 12
“The custom angle is important: Amazon isn't pulling SKUs off Corning's telecom catalog, they're buying fiber and connectors spec'd to AWS rack architecture…”
@Semi Doped
Corning becomes core AI infra play: custom AWS and Nvidia fiber deals mean high ASPs and sticky customers
GLWLONG@ $178.91
$139.83-21.84%
since call Jun 12
peak +7.8%
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