Just some TLDRs to save you time:
1. $ASML(ASML.US), $Taiwan Semiconductor(TSM.US) earnings = Good Outlook. Semis + capex go brrr.2. Opus 4.7 + Anthropic go brrr. Software = sad.3. Samsung go brrr because of partly bc of $Tesla(TSLA.US) AI Chips.4. $United Microelectronics(UMC.US) = price hike for foundry. foundries go brrr. 5. Training = brrr in China. H100 rental increase go up. Neoclouds happy. 6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $Taiwan Semiconductor(TSM.US) needs to say this. 7. MLCC, inductor prices = price hike. Will cover beneficiaries later.8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs"I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).Source: Serenity
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