Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin. Not investment advice. DM open.
The more I talk, the more I learn, the more friends I make.
1.3K Following 14.6K Followers
I posted that CXL just came to my mind yesterday and today, and reposted Damnang’s article on CXL.
There must be a reason I reposted it. The demand for CPU has been surging quickly. So what comes next? Read Damnang’s article you will get the answer(Even reading the free part helps understand what’ll happen if you’re smart enough)
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@ChipsandWafers followed me.
Achievement unlocked👀
$AEHR soars significantly. We have to give optics and semi bros (and me😂) credit for educating the market on the importance of testing.
@photonjaeger
@damnang2
@PhotonCap
@LIWEI_TWCapital
@ShanghaoJin
Thanks everyone
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A simple fact that most people don’t understand:
The dominant cost of a commercial optoelectronics system is assembly, testing, and packaging.
Subscribe Jack for more daily insights👀
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@TShirtnJeans2 @firstadopter Bro, the 10-year interest rate has very weak explanatory power for stock returns, and that’s why Goldman Sachs invented an important measure called financial condition index. Oil prices are lower than the levels in May and June when the SOX was rising.
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Looks like $INTC ’s EMIB capacity is ramping up rapidly👀
Perhaps I should write more of the ion exchange waveguide piece I promised you sooner, @RYANHINGSHING.
@RYANHINGSHING @lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey 950 is a 400 mm2 die
33% smaller than 910B
@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past.
I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x–4.5x? 🤔
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@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past.
I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x–4.5x? 🤔
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This is super bullish news for OAI.
Biblical $SIVE… you were warned
IMO, it’s very bullish for Tencent $TCEHY .
People will spend more time on the Tencent ecosystem. Btw, tencent’s WeChat Channels(視頻號) has improved DAU/MAU recently
