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ResearchAug 11, 2026· 6857
The Week Kumamoto Became the Blueprint — Korea Took the Export Crown, but Japan Became Everyone's Reference Model in the Same 72 Hours
While Korea, NVIDIA and Rapidus publicly cited Japan's execution playbook, Advantest, DIC, KOKUKAI, Kawasaki Heavy, Tanabe, Murata and Ibiden delivered the earnings proof underneath in the same 72 hours.
ResearchAug 11, 2026· 2330
The Foundry That Buys Panel Fabs — Three Days That Exposed CoWoS as the Real Bottleneck Behind TSMC's Third Straight Record
Not lithography but advanced packaging — why the AUO Taichung rumor, the Sony Kumamoto JV, and Microsoft's 300K-unit Maia 300 order all point to the same choke point
ResearchAug 10, 2026· 4063
The Materials Moat Widened, The Design Gap Deepened — 72 Hours When Shin-Etsu's Wafer Tightening, Eight Fab-Adjacent Records, and Nikkei's Own Design-Weakness Warning Landed Together
The tariff shield widened the layer Japan wins; Apple's CXMT test opened the first crack in the memory layer
ResearchAug 10, 2026· 000660
The Holdco Arbitrage Week — Why Foreigners Sold Samsung and SK Hynix but Bought SK Square
A 200 trillion won return plan, a fully sold-out 2027, and an accelerated Q3 dividend couldn't stop the foreign selling. The money went to the holdco that carries SK Hynix's stake at a NAV discount.
ResearchAug 9, 2026· 4063
The Layer-Below Coronation — Korea Passed Japan in Chip Exports for the First Time in History While Six Japanese Materials & Equipment Names Printed Records in the Same 72 Hours
Japan lost the chip title. In exchange it now owns every layer beneath the chip.
ResearchAug 9, 2026· 6669
Above the GPU, Below the Rack — The 72 Hours That Confirmed Pass-Through With PMIC Scarcity Through 2027, a Third GPU Repricing, and Wiwynn/Quanta Printing Records Anyway
Third memory-driven GPU repricing, PMIC scarcity back at pandemic intensity, Wiwynn's NT$156 H1 EPS — the 3-day pass-through confirmation trade.
ResearchAug 9, 2026· 000660
Cash Split Four Ways — The Week SK Hynix Committed 54.3T Won to Fabs, Pulled Dividends Forward, Weighed a Solidigm IPO, and Watched Its Unified Union Form
The board approved Y2 and M17, workers unified their union, foreigners sold 15% in two days. A head-on collision between a company betting the cycle is starting and a market calling peak.
ResearchAug 8, 2026· AMD
The Inference Silicon Split — When AMD Bought Taalas, Lumilens Launched With $900M, and HBM Scarcity Stripped Memory From Rubin Ultra in Five Days
Research
ResearchAug 8, 2026· 6963
The Laggard Rotation 72 Hours — When Rohm Flipped Back to Profit, JX Metals Erased Its 40% Drawdown, and Resonac Closed the Gap on US Rivals in the Same Week
Japan's semi B-team all guided up together — a second wave stacked on top of the leader rally.

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