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Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
reply @Thomus0x eh, Rosenblatt June 30 note identified AMD as the likely first $AAOI CPO customer. I wouldn't quite say they aren't remotely close.
$LITE / $COHR / $SIVE just look like your top 3 right now in terms of CPO laser visibility per the recent Morgan Stanley note.
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INTEL ROSE 3.5% IN EXTENDED TRADING ON A STRONGER-THAN-EXPECTED REVENUE FORECAST DRIVEN BY DATA CENTER DEMAND, AMD UNVEILED NEW DATA CENTER PRODUCTS IT SAYS WILL OUTPERFORM NVIDIA'S, AND INFOSYS TRIMMED THE TOP END OF ITS SALES FORECAST WHILE NAMING A NEW CEO.
AMD's customer list keeps growing, and Nvidia should notice. A second billion-dollar commitment in one week speaks volumes about AMD’s trajectory.
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Shares of Arm Holdings Up 5%, AMD Up 3.5% in Extended Trade After Intel Results
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reply DEFENSE NAMES BUCKED THE TREND AS LOCKHEED MARTIN AND RTX RAISED SALES FORECASTS, INTEL'S STRONG OUTLOOK AIDED CHIPS AND AMD LAUNCHED NEW AI CHIPS, WHILE THE DOLLAR ROSE AND CRYPTO FELL.
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AMD $AMD SAYS OPENAI HAS 'BET BIG', ANTHROPIC TO USE ITS CHIPS
CEO Lisa Su says the OpenAI deployment is on track and that Anthropic will consume AMD CPUs and GPUs through clouds, neoclouds and possibly some of its own data centers, at an Advancing AI press conference.
Su says AMD believes it will have leadership in scale-up compute and expects to grow ahead of the market across its segments. An AMD exec adds the company plans to pick a segment of the AI market where it will achieve "undisputed" leadership.
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AMD $AMD SAYS OPENAI HAS 'BET BIG', ANTHROPIC TO USE ITS CHIPS
CEO Lisa Su says the OpenAI deployment is on track and that Anthropic will consume AMD CPUs and GPUs through clouds, neoclouds and possibly some of its own data centers, at an Advancing AI press conference.
Su says AMD believes it will have leadership in scale-up compute and expects to grow ahead of the market across its segments. An AMD exec adds the company plans to pick a segment of the AI market where it will achieve "undisputed" leadership.
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AMD ADDED THAT OPENAI'S DEPLOYMENT IS ON TRACK AND SAID ANTHROPIC WILL USE AMD CPUS AND GPUS ACROSS CLOUDS, NEOCLOUDS, AND POTENTIALLY ITS OWN DATA CENTERS, UNDERSCORING STRONG ADOPTION OF AMD'S AI INFRASTRUCTURE.
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AMD $AMD SEES $2 TRILLION ADDRESSABLE CHIP MARKET BY 2030
CEO Lisa Su says the AI accelerator market will reach $1.4T by 2030 and the server CPU market will grow to $220B on AI demand, at the company's Advancing AI conference.
OpenAI's infrastructure chief says the company received AMD Helios GPU racks three months ago and plans to work with AMD on MI500 series chips and beyond.
AMD also announced a collaboration with Cerebras pairing Helios GPU racks with Cerebras wafer-scale chips for AI inference through the Cerebras cloud service.