Tech Fund(@techfund1):"Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon and without sufficient pricing power to get margin headwinds. Who benefits? The strong players in the semi supply chain with pricing power are still trading on attractive valuations: $TSM, Semicap like $ASML, the DRAM triopoly (SK Hynix, $MU and Samsung), are some of the most obvious winners in silicon. $NVDA has locked in tons of capacity so will benefit. A big winner can also be $INTC. For years, there has been no demand for their Foundry, but this is changing now where even TSMC has not sufficient capacity.

2026.05.06 11:07

"Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon and without sufficient pricing power to get margin headwinds. Who benefits? The strong players in the semi supply chain with pricing power are still trading on attractive valuations: $TSM, Semicap like $ASML, the DRAM triopoly (SK Hynix, $MU and Samsung), are some of the most obvious winners in silicon. $NVDA has locked in tons of capacity so will benefit. A big winner can also be $INTC. For years, there has been no demand for their Foundry, but this is changing now where even TSMC has not sufficient capacity.