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Wafer prices have to rise a lot within two years, or new supply does not get built.
China adds capacity.
Not enough qualified high-end material to stop 12" utilization running into the high 90s.
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WAF 2026-09-15 adds blocking for SSRF attacks on cloud metadata and command injection. Harden your setup against these specific cloud threats.
Wafer, a year-old inference provider that uses Nvidia and non-Nvidia chips, turned down acquisition offers to raise $40m in new funding at a $200m+ valuation. Marathon and Chemistry co-led.
For more, check out this morning's AI Agenda:
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Waffle House discriminated against smoking employees with illegal monthly charge, $5M lawsuit alleges
@wafusagi believe me now?
@Waffleepanda @Meggiicosplay U right
Silicon Wafer Price Hikes
2027 LTA hikes (Commercial Times):
-Polished wafers (memory): +40%+
-Epi wafers (logic chips): +15 to 25%
Inference literally runs on silicon. That's why.
$MU $SKHY $NVDA $TSM
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