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Weekly Shots of Insight and Market #11
TSMC
Jan 19
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Weekly Shots of Insight and Market #10
AEHR:Wafer-level Burn-in will rise ; NVIDIA Enters Storage Servers
Jan 10
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Weekly Shots of Insight and Market #8、9
Merry Christmas! Micron (MU) Outlook, Groq : A Strategic Move for Talent and Software Supremacy
Dec 28, 2025
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Weekly Shots of Insight and Market #7
Equanimity & Long-termism ; AI & Horses ; CoWoS Capacity Update ; Optical Module Tracking
Dec 13, 2025
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UMC : A Value Turnaround Play
US-led Semiconductor Collaboration:A New Era of Making America Manufacturing Great
Dec 11, 2025
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AI’s Energy Endgame: Building the First "Lego Brick" of a Dyson Sphere
From the Energy Wall to the Stars: How AI is Forcing Us to Build a Dyson Sphere.
Dec 8, 2025
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Weekly Shots of Insight and Market #6
The Art of Slowing Down; Credo Targets Short-Reach with ALC; AWS Trainium 4 Embraces Nvidia NVLink
Dec 5, 2025
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High-End AI ASIC Will Driving the Next Wave of AI Server Supply Chain Momentum
I’ve tried to break down next year’s ASIC trends and supply chain outlook in this post.
Dec 3, 2025
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