Human-written opinions, AI deep dives, single-ticker research, and factor notes — all the analysis output in one place.
Rubin Ultra loses 33% of HBM (US), VSMC Phase 1 sells out (TW), DBHiTek hikes 5–30% (KR), Ebara and Advantest print highs (JP) — the top and bottom of the stack lit up in the same week
Rubin NVL72 delivered 3.7x throughput and 30x throughput-per-megawatt vs GB300 — the ecosystem answered with a power alliance, embedded power silicon, and grid-following geography.
Three coalitions moving to fill the vacuum left by Intel's Ohio delay — and what it does to the memory-foundry-materials map