P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world đ | Deep dives, research, discord in my substack!đ| PMs Open đ
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Meta's Muse is on another level đ
$META
Damnang + Aurelion = must read. Amazing work on this article. Excellent networking supply chain mapping.
$LITE $COHR $AMZN $GOOG $MSFT $CIEN $INTC $FN
After holding a conference with major memory makers, BofA remains confident in the memory super-cycle continuing through 2028-2030 with no downturn, as high ASPs, strong demand, and supply tightness continue.
$MU $DRAM $EWY $DISK $SKHY $SNDK
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Evercore ISI: Data center TAM (CPUs + GPUs) is forecasted to grow at a CAGR of 40% between 2025-2030 to $1 trillion.
$AMD $NVDA $INTC $QCOM $GOOGL $AMZN
As Jensen said, if you claim to have a dangerous model then pull it from the public and apply safeguards. Quit trying to invoke fear into people.
But guess what? They won't stop doing this.
JUST IN: Sam Altman warns AI could advance so fast that people can no longer "follow" what's happening
J.P. Morgan: custom silicon workload from frontier labs have potential to contribute to much higher memory demand as they rely more on their own chips and less on datacenter capacity leasing.
$MU $DRAM $EWY $SKHY
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Lumentum is currently undergoing the process of qualifying European and other InP vendors to ensure supply beyond CY29.
$LITE
ABF substrate S/D gap is expected to become progressively worse year over year, reaching a S/D gap of 46% in 2028. Up from just 1% in 2026.
Hello ABF substrate department? Yes, please send us more ABF we need it desperately!
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Meritz Securities: VR200 has 560,000 MLCC units, ~12x more than the H100.
$NVDA
Here are some accounts I personally follow that I believe share a lot of great useful and free information to learn from:
@damnang2
@KairosPraxis
@saso_capital
@PolarisLog
@Semiconsight
@OptionKing666
@joedab12
@BUZZ__tiab
@MojoTricks
@SVTrivo
@intelfabs
@semidoped
@vikramskr
@austinsemis
@tuolaji2024
@photonjaeger
@lithos_graphein
@LIWEI_TWCapital
@MarkosAAIG
@VantixResearch
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Meritz Securities: AI Server Power Requirements and MLCC Specification Changes by NVIDIA GPU Generation
$NVDA $AMZN $GOOGL $META $MSFT
Bernstein: expect CXMT's HBM ASP to be higher than global average due to cost difficulty and yield, almost 50% higher in 2027E.
$MU $DRAM $EWY
Macquarie: Nvidia/Broadcom to account for 75% of the HBM market
$NVDA $AVGO $AMZN $AMD $MU
J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E.
Not exactly 1:1 as many have said but getting there slowly...
$INTC $AMD $NVDA $ARM $QCOM
UBS forecasts that global optical fiber demand will grow at a CAGR of approximately 11% from 2026 to 2030, with data center demand growing at a high CAGR of 37%, while telecommunications demand will grow at only 5%. The share of data centers in global optical fiber demand is expected to rise from slightly over 10% in 2025 to more than 45% by 2030.
Industry capacity utilization will remain above 90%, with tight supply-demand conditions persisting at least through 2027â2028.
$GLW
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Macquarie: HBM TAM to reach $421.9 billion in 2028E, up from $56.4 billion in 2026E.
$Mu $DRAM $EWY $SKHY
Take a read on InP supply, demand, and pricing in this article below. It mentions supply coming out of China from $AXTI and more.
If you would like full access, I suggest you subscribe on X or substack.
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UBS: Servers cost 56% of data center capex đ
Servers and networking account for 69%, with 31% tied to electrical, land, and cooling.
The 70% can't generate a single token without the 20%.
Compute + networking account for roughly 70% of data center capex.
Electrical systems + cooling account for nearly 20%, already more than the cost of the building itself.
More powerful AI racks require more electricity and generate more heat.
Even if chips get cheaper over time, every new chip still demands more power and cooling.
We need more power!!!
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In the latest interview with CCTV Finance, Elon Musk stated that the global humanoid robot market will reach hundreds of billions of units, emphasizing that Tesla is in the final stages of mass production.
"I predict that the global humanoid robot market will reach at least 1 billion units within 10 years or even less; perhaps 10 billion units in the next 15 years; and possibly even 100 billion units in the next 20 years."
$TSLA $SPCX
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Muse is very popular...đ
