Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友 廣東鐵粉/Guangdong food propagandist
Joined March 2023
1.2K Following 12.6K Followers
Meta 内部memo說今年 AI capex 可達 1450億美元，所以大家可放心了🫡
接了不少功率半導體和 $INTC $WOLF $AOSL
硅功率半導體滿產，Q3傳導去SiC和GaN
🐺🐺🐺
Nothing like an internal $META memo getting published.
Showing AI ramping as usual:
- LTAs signed with Samsung and $SNDK for memory
- LTAs signed with Sumitomo Electric for fiber optics
- Expected to deploy 7GW compute infra this year, and doubling in 2027.
- as much as $145B capex spend this year
“It plans to launch a chip about every six months through 2027”
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