$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios due to AI inference...
But the broader trend of LTAs seems to be appearing from:
- Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs.
- Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs.
And I'm sure there's many more from MLCCs to all the way to substrates.
+1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
75·ALong
m
meme7/23meme
GPU clouds. Memory chips. Quantum computers.
10 new tokenized stocks are live on PancakeSwap via bStocks, trading with no closing bell on @BNBCHAIN:
⚡ CoreWeave (CRWVB)
⚡ Quantinuum (QNTB)
⚡ Oracle (ORCLB)
⚡ AXT (AXTIB)
⚡ Micron 2x (MUUB)
⚡ SanDisk 2x (SNXXB)
⚡ Marvell 2x (MVLLB)
⚡ Intel 2x (INTWB)
⚡ Nasdaq-100 3x (TQQQB)
⚡ South Korea 3x (KORUB)
The compute trade, onchain → pancakeswap.finance/stocks
75·ALong
n
news7/23news
GPU clouds. Memory chips. Quantum computers.
10 new tokenized stocks are live on PancakeSwap via bStocks, trading with no closing bell on @BNBCHAIN: