Research

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ResearchSep 15, 2026· MU
The Three-Year Line — 72 Hours China Cut the HBM Gap, CXMT Filed an $8.5B IPO, and Micron Lost $910
Equipment self-sufficiency at 35%, 100x memory endurance, DeepSeek's HBM claim — China's self-sufficiency curve bent all at once
Research
ResearchSep 15, 2026· 6857
The Choke Test — 72 Hours Advantest's Test Systems Ran 50.9% Margin While Custom Silicon Ate GPU Share
Test systems: 90% of sales at 50.9% margin. Services: 8%. SoC diversity is guarding the spread — and Fujitsu's 2nm Monaka just joined the queue.
ResearchSep 15, 2026· 2454
The Fabless Rebase — 72 Hours NVIDIA Anchored MediaTek, GUC Hit an All-Time High, and Aspeed Locked ASE
NVIDIA absorbed 90% of a $3.9B CB, top-10 fabless Q2 revenue jumped to $141.5B (+73% YoY), and Taiwan's design houses are being repriced from smartphone stack to AI-ASIC stack
ResearchSep 14, 2026· MU
The Contract Countertrade — 72 Hours Micron Lost $57B, Inventory Fell Below 10 Days, and the SCA Push Accelerated
ResearchSep 14, 2026· 6526
The Monaka Ring — 72 Hours Fujitsu Locked TSMC For 2nm CPU Export, Broadcom's Custom Silicon Beat the GPU, and Zeiss Semi Sales Ran 2.2x
Japan's return to the compute layer isn't opportunistic — it's synchronized to the GPU-to-custom-silicon pivot.
ResearchSep 13, 2026· NVDA
The Recursive Rack — 72 Hours Palantir Managed Rubin's 1.3M Parts With AI, India Ordered 80K GPUs, and Jensen Named a $100B Backlog
ResearchSep 13, 2026· 8035
The Kumamoto Loop — 72 Hours JASM Ran 143x, Fujitsu Booked TSMC for AI Silicon, and Japan's Design-to-Fab Circuit Reopened
This revival pulse came from logic, not memory — Fugaku's successor silicon will bake at TSMC's Kyushu fab
ResearchSep 13, 2026· 2330
The Stack Reset — 72 Hours TSMC Retired 6-Inch Masks, Opened STCO, and Doubled CoWoS
The real picture wasn't the fab — it was the mask layer above and the CMP/film/substrate layer below moving in the same week
Research

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