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NVIDIA GM guidance 74→71%, Korea semi export +166%, Taiwan grid moves south, Japan equipment revised up — the first week the AI cycle's rent migrated upstream
Days before earnings, NVIDIA unveiled an 88-core CPU, a 1.5-ton rack, and an orbital deployment — customers building custom silicon now have to replace three NVIDIAs, not one.
NVIDIA's SOCAMM/HBM step-down, CXMT's rebuff of Apple, and Advantest's early 5,000-unit milestone all point to one thing — the bottleneck's center of gravity has moved from silicon to memory and test