SemiAnalysis(@SemiAnalysis_):One of the most useful frameworks in semiconductor research is to think in derivatives. The first derivative is often recognized early. For example, the insatiable demand for more AI accelerators has been well established. And therefore, the market has since moved down the stack, identifying many of the enabling technologies required to support accelerator growth, including memory, networking, power, and advanced packaging. The more interesting opportunities often emerge one level deeper; at the third derivative layer. (1/7)🧵

2026.09.10 21:58

One of the most useful frameworks in semiconductor research is to think in derivatives. The first derivative is often recognized early. For example, the insatiable demand for more AI accelerators has been well established. And therefore, the market has since moved down the stack, identifying many of the enabling technologies required to support accelerator growth, including memory, networking, power, and advanced packaging. The more interesting opportunities often emerge one level deeper; at the third derivative layer. (1/7)🧵