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“SemiAnalysis — Stop Saying Half of 2026 US Datacenter Capacity Is Canceled”
@jukan05
US datacenter capacity is NOT being canceled; 2026 buildout intact, directly benefiting Marvell's custom silicon and interconnects.
MRVLLONG@ $308.03
$185.48-39.79%
since call Jun 20
in postLONG
“Bernstein — Global Semis: The CPU Renaissance? Beneficiaries of a $223bn TAM…”
@jukan05
Bernstein sees a CPU renaissance across a $223bn TAM; AMD is best-positioned to take share as the leading challenger CPU designer.
AMDLONG@ $552.40
$483.97-12.39%
since call Jun 20
peak +3.6%
“JPMorgan — AI Drives Resurgence in Custom Chips (ASICs): ASIC Market Overview/Update”
@jukan05
JPMorgan flags AI-driven ASIC resurgence; Broadcom is the dominant custom chip supplier to hyperscalers.
AVGOLONG@ $402.56
$381.60-5.21%
since call Jun 20
TIMESTAMPS
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