Mizuho semi supply chain tracker: no delays 800VDC & strong demand $NVDA CPO switch: "In the HVDC/800VDC investment case, the deployment schedule should be an average of 12-month lead-time from the initial system (like power rack) shipment by vendors, in our view" "Lumentum ( $LITE ) highlighted a rising adoption rate of InP-based NPO from its clients and we also expect stronger Google TPU demand to boost $AVGO VCSEL-based NPO sales. "micro-LED (uLED) based optical solutions that are developed and promoted by other chipmakers, such as Credo ( $CRDO ) in ALC (LED cables) and Avicena (private), to capture future scale-up (XPU to XPU) and scale-in (XPU to HBM) opportunities."

Mizuho ASIC channel checks: pounding table on $AVGO "potential >35M TPU shipments in 2028E (up 8x from 2026E ~4.3M and 2025 ~2.4M), which is significantly above our estimates of ~7M ASIC shipments for AVGO" "We believe OAI ASIC is in development with 10GW AVGO project (Nexus) adding to TPU/MTIA/ARM roadmap." "Our call noted $ARM AI ASIC chip development ongoing as we continue to expect a launch in late-2026E/early-2027E" " $MU : With potential for TPU shipments to reach a cumulative 50M units in 2026-28E, we think ASICs could command an increasing share of the HBM market, especially as some of the next-gen ASICs move to HBM4e"

Mizuki Fukumura’s last photobook of her 20s will be out Oct 30, 2025 — on her 29th birthday! 🎂📖 First double release (Regular & Limited). Full report & interview: #MizukiFukumura# #HelloProject# #Photobook# #Jpop# @fukumura_mizuki

Mizuki Fukumura’s 2nd solo MV “Anniversary wa Iranai” is out now! 🎬✨ Her debut single releases on April 23, 2025 💿 Watch here 👉 #MizukiFukumura# #HelloProject# #LongLoveLetter# #AnniversarywaIranai# #SoloDebut# #Jpop# #NewMV# #JapaneseMusic# @fukumura_mizuki

Mizuki Fukumura 7th photobook "glance" (including a 29-minute making-of DVD) is available here： Digest： You can choose a picture as a special present from a selection of 4 pics. English Guide： #fukumuramizuki#

Analogs- Mizuho: "we see as many as 6 OEMs implementing price hikes into 2H26E as demand for select components remains very tight. We see $NXPI, $TXN, IFX, Molex, $STM and Shanghai Belling all noting price increases with some noting price increases of up 5-30% as AI servers drive increased demand. We believe some analog suppliers are having to absorb some of the cost increases being handed out by wafer suppliers. Additionally, we continue to see suppliers of memory and MLCC raising prices, further straining the supply chain and increasing the cost for end consumers across auto and industrial end markets. We believe memory/storage component and AI DC power price increases will be able to be passed on to customers, with only high-end MCUs and HV MOSFET/IGBTs seeing higher prices passed on." Evercore: Our $ON checks remain positive, and SYNA accelerates ON’s development of edge-AI processors and accelerates its push into edge and physical AI."