Jukan — sniff.trade

Jukan

60 episodes · 106 trades · 1 speakers

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TRACKED TRADES

@jukan05

1mo

Taiwan's three major silicon wafer makers signal price hikes After nearly two years of…

IDEAS · 1

ONONLONGSilicon wafer supply tightening across 6" and 8" nodes lifts power semiconductor volumes and pricing power for ON Semi$80.97-12.64%›

@jukan05

1mo

•ODM-Direct risk: SpaceX & CoreWeave evaluating direct deals with Quanta/Hon Hai/Pe…

IDEAS · 2

DELDELLSHORTDELL downgraded to Hold; +200% rally has stretched valuation past 20x FY28E EPS with ODM-direct risk emerging$402.31+3.16%›SMCSMCILONGSMCI upgraded as it wins NVL72 AI server contracts for SpaceX's 2027 GW buildout, taking share directly from DELL$28.93-9.74%›

@jukan05

1mo

>>NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with B…

IDEAS · 2

NVDNVDALONGNVIDIA's power roadmap leaps from 225kW to 660kW+ per rack in Rubin Ultra, locking in GPU platform dominance through 2028.$198.85+2.62%›GEVGEVLONGPower transformer lead times have doubled to 2.5–5 years, making GE Vernova a critical bottleneck supplier as AI data center buildout demands surge through 2028.$972.84-8.79%›

@jukan05

1mo

What I’m trying to say is exactly in line with this. Let’s assume DDR supply increases…

IDEAS · 4

SKHSKHXLONGHBM satisfies 2.5 of 3 cycle-escape conditions; SK Hynix — the dominant HBM supplier — re-rates with AI memory for at least 5 years—IDEA›MUMULONGDRAM escapes its commodity cycle as agentic AI drives server DRAM demand to 96 EB by 2030 vs today's 47 EB total supply; Micron is the US pure-play$810.05-32.38%›SNDSNDKLONGNAND SSD enters its own super-cycle as KV cache offloading, AI video, and agentic sandboxes drive structural demand; downcycle pushed past 2030$1,237.52-47.92%›AMDAMDLONGCPU TAM forecasts keep doubling as agentic AI shifts compute ratios; AMD is directly named as a CPU demand beneficiary reporting actual demand spikes$482.85-10.52%›

@jukan05

1mo

DA Davidson raises its Micron price target to $2,000. $MU https://t.co/iYHTwUHlun

IDEAS · 1

MUMULONGDA Davidson raises MU price target to $2,000; memory cycle far from over with tight supply through CY27$810.05-31.74%›

@jukan05

1mo

Samsung Quantitatively Proves "Hybrid Bonding Advantage"... Superior HBM4E Thermal Mana…

IDEAS · 2

SMSSMSNLONGSamsung's peer-reviewed HCB proof unlocks HBM4E mass production competitiveness, closing the gap with SK Hynix.—IDEA›AMAAMATLONGSamsung's HCB validation accelerates industry shift to hybrid bonding, directly expanding AMAT's advanced packaging equipment market.$502.40-23.54%›

@jukan05

1mo

▶ AI server demand drives sharp price gains in high end MLCCs - Rising demand for AI s…

IDEAS · 1

MRAMRAAYLONGAI server MLCC demand 3-5x spot prices as supply tightens; Murata, the dominant high-end maker, captures the margin windfall$22.57-37.77%›

@jukan05

1mo

JPM RAISES ITS KOSPI BULL-CASE TARGET TO 15,000 POINTS. JPM also raised its base-case …

IDEAS · 2

EWYEWYLONGJPMorgan raises KOSPI bull-case to 15,000 (+77%) — max overweight Korean equities on AI hardware earnings$157.71-21.23%›SKHSKHXLONGJPM's KOSPI upgrade explicitly cites AI hardware earnings — SK Hynix, the dominant HBM memory supplier, is the core driver—IDEA›

@jukan05

1mo

Korea SK Securities: Memory is the cheapest stock among the bottlenecks of the AI era …

IDEAS · 2

SKHSKHXLONGSK Hynix trades at 6x forward earnings while being a structural AI bottleneck, memory rerating is at its earliest stage—IDEA›SMSSMSNLONGSamsung Electronics at 6x forward P/E is pricing in zero rerating despite being a core AI memory bottleneck; Korean discount unwind adds a second upside layer—IDEA›

@jukan05

1mo

I find it hard to understand why some people are interpreting Micron’s latest LTA signi…

IDEAS · 1

MUMULONGMicron's LTA signings signal supply lock-in, not cycle peak — memory price upcycle is near its beginning, not its end.$810.05-32.04%›

@jukan05

1mo

SK Hynix triggered a volatility interruption in pre-market trading.

IDEAS · 1

SKHSKHXLONGSK Hynix pre-market volatility interruption after a ~12% crash signals extreme dislocation, setting up a mean-reversion bounce.—IDEA›

@jukan05

1mo

I didn’t have enough faith in you… I believe in Micron!!! https://t.co/MzJ5k6SY50

IDEAS · 1

MUMULONGRenewed conviction in Micron after a blowout earnings report drives MU higher.$810.05-31.81%›

@jukan05

1mo

Is it just me, or does this feel bearish for Cerebras? https://t.co/00fQFFE0fx

IDEAS · 2

CBRCBRSSHORTOpenAI's custom Jalapeño chip, built with Broadcom, replaces Cerebras whose backlog is ~90% OpenAI commitments.$200.76+3.66%›AVGAVGOLONGBroadcom is named hardware partner for OpenAI's Jalapeño chip, anchoring a multi-generation custom AI accelerator revenue stream.$380.19-2.92%›

@jukan05

1mo

Titan V1! https://t.co/PwQArbS91E

IDEAS · 2

AVGAVGOLONGOpenAI names Broadcom as its silicon partner for Titan V1, unlocking a multi-year $150-200B ASIC revenue ramp.$380.19-1.97%›SNPSNPSSHORTOpenAI's AI-accelerated chip design threatens to compress or displace the EDA software workflow, putting Synopsys's core business model at risk.$385.41+18.06%›

@jukan05

1mo

SK hynix Files Form F-1 with the SEC https://t.co/XYr7L5naoD

IDEAS · 1

SKHSKHXLONGSK hynix US Nasdaq listing via ADSs unlocks a wave of US AI/semiconductor fund buying not previously accessible on KOSPI alone—IDEA›

@jukan05

1mo

SK Hynix ADRs are scheduled to list on Nasdaq on July 10. https://t.co/YQupbo4ffU

IDEAS · 1

SKHSKHXLONGSK Hynix's Nasdaq ADR listing on July 10 opens the stock to US retail demand, acting as a catalyst for a re-rating of the world's #2 memory chipmaker.—IDEA›

@jukan05

1mo

SK Hynix Officially Decides on US Nasdaq ADR Issuance: 17.79 Million New Shares, Up to …

IDEAS · 1

SKHSKHXLONGSK Hynix's $31B Nasdaq ADR anchors a massive fab buildout, pulling US capital into the world's leading HBM chip maker.—IDEA›

@jukan05

1mo

Exclusive: Apple to Begin Foldable iPhone Mass Production in July, Hinge Problem Resolv…

IDEAS · 3

AAPAAPLLONGFoldable iPhone mass production confirmed for late July; September launch on track, a new product category unlocking for AAPL.$302.86+2.82%›APHAPHLONGAmphenol named as direct hinge module supplier for the foldable iPhone; confirmed win into mass production is a hard revenue catalyst.$162.88+4.07%›SMSSMSNLONGSamsung Display is the sole named foldable OLED supplier for the iPhone; Apple approval confirmed and module-stage mass production prep complete.—IDEA›

@jukan05

1mo

Samsung Electronics Allocates Half of HBM Capacity to HBM4 Samsung Electronics has bee…

IDEAS · 3

SMSSMSNLONGSamsung shifts HBM production majority to HBM4, projecting share gains from 27% to 37% and $10B HBM revenue — bullish for Samsung stock.—IDEA›SKHSKHXSHORTSK Hynix's HBM market share falls from 56% to 43% as Samsung wins HBM4 volume first, threatening Hynix's commanding premium.—IDEA›DRADRAMLONGCloud hyperscalers building custom AI ASICs (Google, Amazon, Microsoft) are expanding HBM4 demand beyond just Nvidia, lifting the entire memory chip sector.$51.11-30.18%›

@jukan05

1mo

Korean semiconductor stocks turned lower after the presidential policy chief said that …

IDEAS · 1

SMSSMSNSHORTKorea's presidential policy chief threatens mandatory AI profit-sharing, sending Samsung Electronics lower.—IDEA›

@jukan05

1mo

This is a fresh report from the FT, and it’s really interesting. Apparently, Chinese t…

IDEAS · 1

NVDNVDASHORTChina's own customs block on H200 imports structurally kills Nvidia's China revenue recovery even with US licences$198.85+3.53%›

@jukan05

1mo

Wow, Meta is apparently entering the prediction market business now… Honestly, I think…

IDEAS · 2

METMETALONGMeta's prediction market app + 50-app expansion signals new engagement and revenue vectors, bullish for META$565.55+2.41%›HOOHOODSHORTMeta entering prediction markets threatens Robinhood's fastest-growing revenue line, event contracts$84.60+19.79%›

@jukan05

1mo

This is actually a really important point. If CXMT’s DRAM ASP is only about 5–10% lower…

IDEAS · 2

MUMULONGChina's CXMT is not dumping DRAM, removing the bear overhang on Micron's pricing power and margins$810.05-22.22%›SKHSKHXLONGCXMT's non-dumping pricing removes the bear case on SK Hynix, which leads incumbents in server DRAM mix—IDEA›

@jukan05

1mo

Culpium: TSMC is pushing for a 5–10% price increase across all advanced nodes, includin…

IDEAS · 1

TSMTSMLONGTSMC pushing 5–10% price hikes across all advanced nodes, driven by management directive; margin expansion lifts TSM.$394.92-10.60%›

@jukan05

1mo

Why did the KOSPI fall today? 1. Korean leverage trading has climbed to excessively hi…

IDEAS · 4

EWYEWYSHORTKOSPI faces triple pressure: leverage excess, unrealized-gains tax threat, and MSCI DM exclusion — EWY falls$157.71+19.70%›MUMUSHORTBuyside expectations for Micron earnings are too elevated — profit taking into results risks a sell-the-news drop$810.05+25.27%›SKHSKHXSHORTSK Hynix flipping Samsung in market cap reads as a market top signal — SKHX has run too far, too fast—IDEA›SMSSMSNLONGSamsung has a larger earnings base than SK Hynix yet trades at a lower market cap — a relative-value dislocation pointing to Samsung re-rating higher—IDEA›

@jukan05

1mo

Counterpoint Research just published a piece, and they mentioned that “a sharp correcti…

IDEAS · 1

MUMUSHORTSupply surge from H2 2027 risks a sharp memory price correction, hitting Micron's margins and share price.$810.05+25.48%›

@jukan05

1mo

Why overcomplicate it? Micron is trying to build a strong relationship with Anthropic e…

IDEAS · 2

MUMULONGMicron's Anthropic deal locks in a compounding memory customer ahead of competitors, with HBM fully contracted and earnings imminent.$810.05-32.05%›SKHSKHXLONGSamsung and SK Hynix are already Anthropic Series H investors, positioning them to win the same supply relationship Micron just secured.—IDEA›

@jukan05

1mo

FundaAI: "TPU Update On the previously mentioned cancellation of Pumafish, we maintai…

IDEAS · 2

GOOGOOGLLONGGoogle's TPU program is expanding faster than expected, with MediaTek now building its CPU and volume raised to 6-7M units, signaling deeper custom silicon control.$361.18+2.33%›AVGAVGOSHORTBroadcom missed Google's TPU v9 production timeline, with MediaTek winning the primary orders — a direct custom silicon revenue loss for Broadcom.$380.19+1.27%›

@jukan05

1mo

Q2 Consumer LPDDR5X Prices Rise 89% Market research firm SigmaIntell announced on the …

IDEAS · 3

MUMULONGDRAM/NAND ASPs surging 49-89% QoQ as AI capacity reallocation squeezes consumer memory supply, inflecting Micron's margins into earnings$810.05-30.31%›SKHSKHXLONGSK Hynix captures dual windfall: locked-in HBM contract pricing for NVIDIA Vera Rubin plus a structural DRAM supply squeeze driving consumer prices up 75-89% QoQ—IDEA›SNDSNDKLONGNAND prices up 50-107% QoQ as AI cluster storage demand creates eSSD shortages spilling into mobile/PC markets, directly expanding SanDisk's flash margins$1,237.52-43.07%›

@jukan05

1mo

Morgan Stanley updated its modeling for China AI chips, and the particularly interestin…

IDEAS · 1

NVDNVDASHORTChinese-made AI accelerators entering overseas data centers from 2028 erodes Nvidia's last unchallenged market.$198.85+3.44%›

@jukan05

1mo

SK Hynix Throttles HBM4 Production… Seeks Additional Profit by Expanding Supply Constra…

IDEAS · 2

SKHSKHXLONGSK Hynix is pivoting capacity to commodity DRAM where margins now exceed HBM, fueling a DRAM price supercycle that drives earnings sharply higher.—IDEA›SMSSMSNLONGSamsung is positioned to gain HBM market share in H2 2026 as SK Hynix intentionally throttles HBM4 production, while also benefiting from the same commodity DRAM pricing boom.—IDEA›

@jukan05

1mo

Samsung Electronics HBM4 Revenue Tops $1 Billion, Just Four Months After Becoming First…

IDEAS · 1

SMSSMSNLONGSamsung's HBM4 hits $1B+ revenue in 4 months, recapturing HBM market share and setting up an earnings re-rate.—IDEA›

@jukan05

1mo

Sharing without comment. https://t.co/DrMGNSsSDN

IDEAS · 1

MUMULONGGoogle's CXMT non-procurement keeps memory orders with incumbent suppliers, reinforcing Micron's pricing power.$810.05-33.09%›

@jukan05

1mo

Korea's June Memory Semiconductor Exports Poised to Set a New All Time Record June mem…

IDEAS · 2

SKHSKHXLONGHBM shortage centered on SK Hynix drives record Korea memory exports and broker earnings upgrades—IDEA›MUMULONGDRAM and NAND prices at multi-year highs on AI supercycle spillover, directly lifting Micron's earnings power above consensus$810.05-30.68%›

@jukan05

1mo

Samsung Electro Mechanics Begins Mass Production of FC BGA for Qualcomm's "AI200," Expa…

IDEAS · 2

QCOQCOMLONGQualcomm launches its first data center AI accelerator (AI200), opening a new high-margin market beyond mobile and PC.$149.06-35.68%›SMSSMSNLONGSamsung Electro Mechanics wins FC BGA supply for Qualcomm AI200, diversifying from mobile into data center and locking in a multi-year chip packaging revenue stream.—IDEA›

@jukan05

1mo

"My latest industry checks indicate that Google is developing an upgraded v9 chip, like…

IDEAS · 2

SKHSKHXLONGGoogle's TPU v9 Triggerfish upgrades memory from HBM4 to HBM4E, making SK Hynix — the dominant HBM supplier — a direct beneficiary of the new incremental chip order.—IDEA›GOOGOOGLLONGGoogle's Triggerfish TPU v9 generation deepens its proprietary AI silicon stack — faster RL and agent inference in-house means lower compute costs and less reliance on third-party chips as AI workloads scale.$361.18+0.10%›

@jukan05

1mo

Just in: SK hynix’s market cap (KRW 209.10687 trillion) has surpassed Samsung Electroni…

IDEAS · 2

SKHSKHXLONGSK Hynix flips Samsung in market cap — the AI memory champion takes the crown, momentum continues.—IDEA›SMSSMSNSHORTSamsung loses Korea's #1 market cap crown to SK Hynix, signaling continued relative underperformance in the AI chip cycle.—IDEA›

@jukan05

1mo

If it really plays out like this… lol, that would be amazing. Jefferies held an expert…

IDEAS · 2

MUMULONGMemory prices set to rise 40-50% QoQ in 3Q26, far above consensus, driving massive upside to Micron earnings.$810.05-30.23%›SKHSKHXLONGSK Hynix, the top HBM supplier, benefits from memory prices rising 2-3x above consensus while China cannot compete through 2027.—IDEA›

@jukan05

1mo

JPM Micron buyside survey https://t.co/ab7OLtRt9x

IDEAS · 1

MUMULONGJPM buyside survey mean towers above Street consensus on every Micron metric, signaling a large earnings beat ahead.$810.05-29.30%›

@jukan05

1mo

Samsung Electronics Breaks Ground in Earnest on Its Last Pyeongtaek Semiconductor Fab …

IDEAS · 3

SMSSMSNLONGSamsung pulls CAPEX forward 6 months as AI memory demand surges, signaling sustained fab expansion and share gains.—IDEA›ASMASMLLONGSamsung's accelerated P5 Fab 2 construction floods the order books of lithography and equipment suppliers like ASML.$1,645.57-17.59%›MUMULONGSamsung's HBM4 and DRAM capacity surge confirms a multi-year memory upcycle that lifts all major DRAM/NAND producers including Micron.$810.05-28.75%›

@jukan05

1mo

Korean media reported that CXMT employees who received equity incentives ahead of the c…

IDEAS · 1

SMSSMSNSHORTCXMT's IPO-funded DRAM expansion and Samsung talent drain put Samsung's memory margins and market share under structural pressure—IDEA›

@jukan05

1mo

This is a great piece explaining why Nvidia’s CMX rack could drive massive NAND demand.…

IDEAS · 1

MUMULONGNvidia CMX creates a new petabyte-scale NAND tier per GPU pod, structurally lifting enterprise SSD demand — Micron is a direct beneficiary as a leading NAND and enterprise SSD maker.$810.05-30.67%›

@jukan05

1mo

What do you think about Micron’s earnings? I read Citi’s preview report, and their ASP …

IDEAS · 1

MUMULONGCiti's DRAM/NAND ASP assumptions are too conservative, setting Micron up for an earnings beat this quarter$810.05-30.57%›

@jukan05

1mo

If true, this would be genuinely surprising news. Rumor: GLM-5 was trained on Chinese …

IDEAS · 2

MUMULONGGLM-5.2's 1M context window shifts the AI bottleneck from compute FLOPs to HBM and memory bandwidth, structurally lifting Micron$810.05-30.37%›LITLITELONGScaling AI clusters to 8,000+ chips requires full optical interconnects; Lumentum is a pure-play optical component maker positioned to benefit$723.05-13.77%›

@jukan05

1mo

Korea’s June semiconductor export unit prices (Historical figures are based on full-mon…

IDEAS · 3

SKHSKHXLONGKorea HBM export prices hit $95,939/kg (+119% Y/Y, +15% M/M), directly powering SK Hynix revenue as the world's dominant HBM supplier.—IDEA›MUMULONGNAND flash export prices +546% Y/Y with a 28% M/M surge and DRAM +576% Y/Y confirm a memory supercycle that flows directly into Micron's top and bottom lines.$810.05-28.01%›DRADRAMLONGAll four Korea memory export categories (DRAM, NAND, HBM) are in simultaneous all-time-high pricing, confirming a broad memory supercycle that lifts the entire memory chip basket.$51.11-36.59%›

@jukan05

1mo

South Korea Preliminary Exports (June 1–20) - MLCC: +24% YoY, +23% MoM - Semiconductor…

IDEAS · 2

ASMASMLLONGSouth Korea semicon equipment exports hit an all-time 8-year high, signaling fab capex surge that directly lifts ASML as the dominant equipment supplier.$1,645.57-14.14%›SKHSKHXLONGSouth Korea memory exports are exploding (DRAM +342%, HBM +209% YoY), and SK Hynix is the primary supplier behind those numbers.—IDEA›

@jukan05

1mo

South Korea Preliminary Exports (June 1–20) - DRAM (including modules): +342% YoY, +3%…

IDEAS · 2

SKHSKHXLONGSK Hynix is the world's #1 HBM supplier; Korea export data confirms demand at 8-year highs, driving revenue and stock higher—IDEA›MUMULONGKorea's memory export surge across DRAM, NAND, and SSD confirms a supercycle that lifts Micron earnings above consensus$810.05-27.42%›

@jukan05

1mo

South Korea Preliminary Exports (June 1–20) - DRAM (including modules): +342% YoY, +3%…

IDEAS · 3

MUMULONGSouth Korea DRAM exports +342% YoY to 8-year highs signals surging memory demand, lifting Micron as the US pure-play$810.05-26.97%›SKHSKHXLONGHBM exports from South Korea +209% YoY and +51% MoM confirms explosive AI-driven demand where SK Hynix is the global market leader—IDEA›SMSSMSNLONGAll four South Korea memory export categories at 8-year highs signals a memory supercycle that lifts Samsung as the world's largest integrated DRAM and NAND producer—IDEA›

@jukan05

1mo

JEDEC Ratifies 'SPHBM4' Standard; Glass Substrate Utility Draws Attention The Joint El…

IDEAS · 2

SKHSKHXLONGJEDEC's SPHBM4 ratification expands HBM's addressable market; SK Hynix as dominant HBM supplier is the primary revenue beneficiary when products ship.—IDEA›GLWGLWLONGSPHBM4's support for large-package deployments amplifies the utility case for glass substrates, where Corning is the leading Western supplier already partnered with Intel and TSMC.$140.18-27.15%›

@jukan05

1mo

There have been reports since February that HP, Dell, and others have been evaluating C…

IDEAS · 1

MUMUSHORTHP & Dell evaluating CXMT Chinese DRAM for Asia PCs signals PC memory share erosion at Micron, the US incumbent most exposed to commodity DRAM.$810.05+29.68%›

@jukan05

1mo

More and more sell-side firms are saying that higher memory prices are becoming an infl…

IDEAS · 1

MUMULONGDRAM/NAND price spike to 27% YoY PPI inflation is a direct ASP windfall for Micron, the largest US memory producer$810.05-29.17%›

@jukan05

1mo

Weekend reading recommendations: • JPMorgan — AI Drives Resurgence in Custom Chips (AS…

IDEAS · 3

AVGAVGOLONGJPMorgan flags AI-driven ASIC resurgence; Broadcom is the dominant custom chip supplier to hyperscalers.$380.19-5.55%›MRVMRVLLONGUS datacenter capacity is NOT being canceled; 2026 buildout intact, directly benefiting Marvell's custom silicon and interconnects.$184.16-40.21%›AMDAMDLONGBernstein sees a CPU renaissance across a $223bn TAM; AMD is best-positioned to take share as the leading challenger CPU designer.$482.85-12.59%›

@jukan05

1mo

Taiwan Makers Poised to Raise Chip Resistor Prices as China Players Hike and the Price …

IDEAS · 2

2322327.TWLONGYageo leads the chip resistor price hike cycle with >30% global share and exclusive NVIDIA BOM status, driving margin expansion.$506.88-52.61%›2492492.TWLONGWalsin Tech doubled special-spec resistor capacity and enters H2 direct-customer price negotiations, setting up a revenue inflection in passive components.$215.00-61.83%›

@jukan05

1mo

JPM just updated its price target for Kioxia, implying 42.7% upside from the current sh…

IDEAS · 1

KXHKXHCFLONGJPMorgan raises Kioxia PT to ¥155,000 on multiple re-rating catalysts, implying 42.7% upside$274.55-56.18%›

@jukan05

1mo

A feature article from a major Korean media outlet says that Korea’s top young talent i…

IDEAS · 1

BABBABALONGChina's engineering ecosystem now attracts Korea's best talent, signaling a structural rise in Chinese tech competitiveness.$124.54+17.75%›

@jukan05

1mo

"Some neo-clouds worry that they can’t stray from buying Nvidia’s full stack of hardwar…

IDEAS · 2

NVDNVDALONGJensen jail confirms NVDA's moat is coercive — 90%+ share and CUDA lock-in make its pricing power structurally durable.$198.85-6.63%›AMDAMDLONGNeo-clouds desperate for a non-Nvidia GPU alternative create structural demand tailwind for AMD's AI chip lineup.$482.85-8.21%›

@jukan05

1mo

- According to the industry, due to the low yields of advanced glass fiber cloth such a…

IDEAS · 2

1301303.TWLONGNan Ya's E glass capacity is fully locked up by NVIDIA's supply chain as a shortage-driven 15% price hike sweeps the industry, powering revenue expansion.$155.77+13.21%›0140148.HKLONGKingboard is raising E glass prices 15% this week as CCL material shortages deepen, giving the leading mainland CCL maker immediate pricing power with customers already accepting hikes.$39.69-68.34%›

@jukan05

1mo

>> Nan Ya E Glass Sees Hot Demand as Price Hikes Loom; President Chou Ming-jen Says Tal…

IDEAS · 2

1301303.TWLONGNan Ya at full capacity with NVIDIA supply chain locked in; industry 15% E glass price hike flows straight to margin expansion.$155.77+13.13%›0140148.HKLONGKingboard is the upstream CCL price-setter; its 15% E glass hike signals structural pricing power as AI server demand overwhelms supply across the chain.$39.69-68.34%›

@jukan05

1mo

Holy shit, the U.S. government suspects that ASML exported EUV tools to China, or expor…

IDEAS · 1

ASMASMLSHORTUS gov't suspects ASML violated EUV export ban to China, triggering compliance risk and potential sanctions that would crush its China revenue and operating license$1,645.57+13.00%›

@jukan05

1mo

Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also …

IDEAS · 2

INTINTCLONGIntel's UMC 3nm foundry deal unlocks external client revenue, expanding Intel Foundry Services beyond its own chips.$88.11-32.63%›UMCUMCLONGUMC escapes mature-node commoditization by accessing 12nm and 3nm via Intel partnership with no major capex outlay.$18.97-20.75%›