Jack Huang (Bernhard Huang/黃傑克）(@photonjaeger):I will recapitulate here. I only share stuff in the public domain in the hope of finding like minded friends and will only discuss fundamentals here. If you want the value add from my interpretation, you can go read Elementary, Dear Watson pieces on substack as a paid sub.

Jack Huang (Bernhard Huang/黃傑克）@photonjaeger

2026.09.17 22:56

I will recapitulate here. I only share stuff in the public domain in the hope of finding like minded friends and will only discuss fundamentals here. If you want the value add from my interpretation, you can go read Elementary, Dear Watson pieces on substack as a paid sub.

LIWEI_TW Capital@LIWEI_TWCapital

2026.09.17 01:47

Thanks @photonjaeger for sharing such great insights! Connecting the dots between TSMC's supply chain and today's news from Unimicron, Ramping-up in high-end ABF substrates signals the start of the semiconductor industry's typical 6- to 9-month advance procurement and inventory prep cycle. IYKYK $LITE $MRVL $COHR $AAOI