Research

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ResearchJun 23, 2026· 4063
The Week Jensen Skipped Tokyo — Bypassed at Both Ends, Japan Doubles Down on the Middle Layer With TOTO's ¥80B Bet
Jensen skipped Tokyo, Beijing stopped buying Japanese tools — yet Japan's total semi exports to China still jumped 50% on materials.
ResearchJun 23, 2026· 2454
The Designer's Letter — The Week MediaTek's COO-Signed Notice Reclaimed Pricing Power for Taiwan's IC Designers
Subscription pivot, DDR2 +110%, ASP +30% — the cascade finally reached the design layer
Research
ResearchJun 22, 2026· 6857
The Nikkei Is an Advantest Derivative Now — The Week One Stock Wrote Seven Sessions Alone
Seven straight sessions of Nikkei gains to 73,000+. Advantest alone added 325 yen per day; combined with Kioxia, 622 yen. The other 223 stocks netted negative.
ResearchJun 22, 2026· 2454
The Week MediaTek Took 'Triggerfish' Alone — Taiwan Became Google's Inference ASIC Architect
MediaTek exclusive + Marvell A14 + Vera Rubin BOM — Taiwan's full-stack vertical from ASIC design to assembly was named in one week
ResearchJun 22, 2026· 000660
The Throne Changed Hands — The Week SK Hynix Pushed Samsung Off KOSPI's #1 Spot for the First Time Since the IMF
HBM rewrote Korea's industrial hierarchy — and in the same week, commodity DRAM margins overtook HBM itself.
ResearchJun 21, 2026· NVDA
The Power Calendar Became the Chip Calendar — 72 Hours Interconnection Hardened Into AI Capex's Single Bottleneck
Research
ResearchJun 21, 2026· 4063
The 5th Station Pivot — The Week Japan's AI Rally Started Migrating From Tools to Chemicals
Nikkei 71,250 — Advantest alone added 325 yen over the 7-day run, but the tungsten supply shock and +17.9% YoY equipment sales point to chemicals as the next leg
ResearchJun 21, 2026· 2303
The Door Back to 3nm Was in Arizona — The Week UMC Re-Entered Advanced Nodes Through Intel's Fab 52
Eight years after UMC stopped at 14nm, it re-entered the 3nm roster — through Intel's Fab 52, not Hsinchu — in the same 72 hours Apple, ex-SK Hynix's CEO, and Musk's Terafab also signed onto Intel's stack.

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