Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
2.4K Following 32.3K Followers
MediaTek: “400G or 448G SerDes IP is really going well. We certainly expect that to be ready sometime in the next year, maybe second half of next year.
Very interesting comment.
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Looking for a Korea-based analyst covering memory!
Best time to do it!
@PhotonCap Funny how I was speaking so positively on memory and the background is full red. Thank you for sharing!
My conviction is still here!
$GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027.
CXMT RIDES ON MEMORY SUPERCYCLE
CXMT REVENUE UP >700% YoY IN 1Q26 and >600% YoY IN 1H26
CXMT IS COOKING DRAM BEYOND LPDDR (DDR MIX UP > 30%)
Cerebras CFO: "We serve all models, and there is no limit to the size of the models that we can serve. Today, we're serving trillion parameter models. We're serving trillion parameter models that are internal for OpenAI today. We are currently running OpenAI 5.4 and 5.5 with them."
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$AMD: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by Agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030."
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