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“Everyone is adopting memory on logic 3D stacking”
@zephyr_z9
Every named company adopting 3D stacking must go through TSMC's SoIC packaging, making it the unavoidable toll booth of the memory-on-logic wave.
TSMLONG@ $433.46
$396.56-8.51%
since call Jun 26
“Qualcomm $QCOM plans to bring parts of its new data-center chip architecture to smartphones, PCs and cars”
@zephyr_z9
Qualcomm's HBC 3D stacking architecture opens a $15B data center revenue stream by 2029, re-rating it far beyond a mobile-chip company.
QCOMLONG@ $185.73
$149.61-19.45%
since call Jun 26
in postLONG
“Google, Nvidia, Broadcom for AI XPUs (2028-29)”
@zephyr_z9
Broadcom's 3D stacking adoption for AI XPUs by 2028-29 accelerates its custom silicon franchise with Google, OpenAI, Meta, and ByteDance as anchor customers.
AVGOLONG@ $364.26
$381.19+4.65%
since call Jun 26
peak +8.8%
in postLONG
“Google, Nvidia, Broadcom for AI XPUs (2028-29)”
@zephyr_z9
Nvidia's confirmed 3D logic stacking in its 2028 Feynman GPU generation adds another step-change in AI compute performance, sustaining its hardware lead.
NVDALONG@ $196.74
$199.94+1.63%
since call Jun 26
peak +11.1%
TIMESTAMPS
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