Research

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ResearchAug 27, 2026· 6857
The Inference Line Pulled Forward — 72 Hours When Advantest Burned Its FY2026 5,000-Unit AI Inference Tester Target Before Q3, Socionext Swung to a Loss, and RISC-V Knocked on Arm's Door
Advantest's CEO announced the annual target was hit ahead of schedule; MSMUFG named Advantest and TEL as top SPE picks; a US house raised the target to ¥43,000 — while Socionext posted a Q1 net loss on top of revenue growth.
ResearchAug 27, 2026· 2317
The 2028 Handshake — Jensen Guided Two Years Out, and Taiwan Signed Four-Year Deals
Within 72 hours of NVIDIA's unusual FY28 pre-announcement, Taiwan's supply chain wrote multi-year contracts across the stack
ResearchAug 26, 2026· NVDA
The Vera Turn — Three Days NVIDIA Stopped Being a GPU Company
Research
ResearchAug 26, 2026· 3105
The Week the Photon Layer Went Live — Nvidia Ships Spectrum-X in Volume, and Taiwan's InP–Alignment–Test Stack Answers in Limit-Up
In 72 hours silicon photonics crossed from roadmap to production line — and the InP wafers, the nano-alignment rigs, and the CPO testers were already claiming the P&L.
ResearchAug 25, 2026· 6857
The Izakaya vs. The Ticker — The Night Jensen Poured Sake for 30 Japanese Chip Chiefs While the Nikkei Sold Every One of Them
MS MUFG lifted Advantest's target to ¥43,000 the same week the tape sold it into NVIDIA's earnings — Japan's chip complex now trades as a single derivative
ResearchAug 25, 2026· 2330
The Physical Ceiling — Taiwan Runs Out of Watts and Wafers at Once, and Jensen Flew In
Aug 21 energy law, Aug 24 TSMC's 10.2% grid share disclosed, Aug 23 Jensen quietly lands in Taipei — this is not coincidence
Research
ResearchAug 24, 2026· 8035
The Week Japan Bent Its Own Labor Clock — 72 Hours When SK Hynix Picked Miyagi, MHLW Cracked Open the Labor Code, and SEAJ Printed 35.4%
It isn't the equipment order book that's locked — it's Japan's labor code, gas supply, and factory floor being re-wired around it in real time.
ResearchAug 24, 2026· 005930
The Silicon Reframe — Samsung's aHBM Bet, NVIDIA's 15% Pass-Through, and the Week Memory Reclaimed the Pen
The week Samsung redefined HBM as a compute layer at Hot Chips — while NVIDIA passed a 15% price hike straight to its customers.

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