Research

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All Opinion Deep Dive Research Factor Note

ResearchJul 3, 2026· 2330
Consensus Cracked — The Week Foreign Brokers Raised the CoWoS Chain 17–36% and Cut Pure DRAM Even as Nanya Printed 621% YoY
Mizuho lifts TSMC CoWoS 120k→140k, Goldman +36% MediaTek, UBS +27% ASE; FactSet cuts Nanya –6.5%, Winbond –15%
ResearchJul 3, 2026· 005930
The Anthropic Signal — Samsung Foundry's 2nm Anchor Book Filled Quietly While the Market Watched Burry's Short
Tesla, Anthropic, and Intel arrived as named 2nm signals in a single week — a track separate from the memory capex bubble narrative.
ResearchJul 2, 2026· NVDA
The Vendor-Financing Turn — In 72 Hours Nvidia Began Underwriting GPU Residuals for a Cut of Cloud Revenue
ResearchJul 2, 2026· 6857
A Summit Built From Ten Names — How Nikkei 71,000 and a 15-Year IPO Low Together Reveal Japan Semis' Concentration Structure
The ¥370T government package has no new companies to route into — the rally rides entirely on Advantest, TEL, and Shin-Etsu
ResearchJul 2, 2026· 8046
The Week the Invoice Skipped the Leading Edge — Yageo's Full-Line Hike, Mature-Node's 5–15% ASP, and the Probe-Card Cycle Rotated Taiwan's Q3 Pricing Power to the Middle
Q3's hike relay started outside TSMC N2 and HBM4 — Yageo, Walsin, Unimicron, Nan Ya PCB, UMC, MPI, and WinWay redrew Taiwan's margin map this week.
ResearchJul 2, 2026· 000660
The Successor Illusion — Why HBC, HBF, and MEXT Don't Replace HBM
Qualcomm HBC, AMD MEXT, and the Burry short — what the successor narrative gets wrong
Research
ResearchJul 1, 2026· INTC
The In-Sourcing 72 Hours — Tesla Terafab, Intel's Santa Clara EUV Expansion, and Korea's $919B Sovereign Fund Rerouted the Silicon Supply Map
ResearchJul 1, 2026· 8035
The Moat Beneath the Momentum — How Tokyo Electron's Confidential AI Bid and Shin-Etsu's Price Hike Reveal Where Japan's Equipment-Materials Layer Actually Sits
Inside 72 hours: TEL hits a record, wins a 3D-stacking award, and starts Confidential AI verification; Advantest gets a ¥34,000 target; Shin-Etsu raises prices — and Nomura tells clients this rally is earnings, not froth
ResearchJul 1, 2026· 2330
Buying the Next Decade First — The Week Glass Interposers, 18-inch Wafers, and TSMC-Winbond WoW Pulled Taiwan's Discount Rate Out to 2029
The 18-inch wafer basket beating TAIEX 5.08% to 1.94% on July 1 wasn't a rotation — it was Taiwan's first serious repricing of the post-2028 roadmap

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