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“This is a "follow on" order mind you — the first one was in April for $41M. I'll just say Broadcom.”
@Semi Doped · Vikram Sekar
Aehr lands follow-on burn-in order for AI silicon photonics transceivers, likely Broadcom.
AEHRLONG@ $110.59
$80.90-26.85%
since call Jun 18
“NOR Flash and SLC NAND contract prices increased over 100% in the first half of 2026 … TrendForce projects continued price increases in 2H26…”
@Semi Doped · Vikram Sekar
AI buildout starves mature-node memory, NOR Flash and SLC NAND prices keep ripping higher.
WDCLONG@ $752.18
$555.23-26.18%
since call Jun 18
00:00LONG
“If Terafab comes online, we ain't seen nothin' yet regarding supply chain shortages. Big boost for Semicap names would ensue though!”
@Semi Doped · Vikram Sekar
If Musk's Terafab is built, semicap toolmakers like ASML reap huge orders.
ASMLLONG@ $1,953.13
$1,645.21-15.77%
since call Jun 18
“SK hynix said Thursday it has shipped 12-layer HBM4E samples to major customers, an Nvidia supplier moving its next-generation high-bandwidth memory toward…”
@Semi Doped · Vikram Sekar
SK Hynix leads HBM4E race with 12-layer samples, extending its grip on Nvidia memory.
SKHXLONGIDEA · NOT YET PRICED
“The shutdown of Mythos highlights the risk of building a business on intelligence not directly controlled by the company.”
@Semi Doped · Vikram Sekar
Vendor shutdowns push enterprises to own AI on-prem; the buy-vs-rent shift lifts the on-prem hardware leader.
DELLLONG@ $435.03
$402.26-7.53%
since call Jun 18
peak +7.6%
“Samsung is taking TSMC overflow orders from Google and AMD … It's quite natural for chip makers to turn to other alternatives if they the yield/performance…”
@Semi Doped · Vikram Sekar
Samsung wins contract chip overflow from Google, AMD, BYD as TSMC capacity falls short.
SSNLFLONG@ $65.71
$63.83-2.86%
since call Jun 18
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