Research

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ResearchAug 7, 2026· 7735
The Silent Confirmation — Screen, Daifuku, Ibiden, Nitto and Ajinomoto Beat Together in 72 Hours While the Nikkei Sold Semis
Aug 4-7 saw 10+ Japanese supply-chain layers raise or beat simultaneously — yet the tape was dominated by a single Advantest weight
ResearchAug 7, 2026· 8046
When the Channel Became the Bottleneck — The Three-Session Rerating of Taiwan's Memory Module Houses Nobody Was Modeling
As the Big Three pivoted capacity into HBM, DDR5/DDR4 sold out at the distributor tier before the spot desk noticed. $51.5 DDR5 is the receipt, not the story.
ResearchAug 6, 2026· NVDA
The Orbital Compute Vector — The Week SpaceX Ordered 2 Million Rubin GPUs Above the Atmosphere and Handed HBM-Starved NVIDIA a Brand-New Demand Layer
Research
ResearchAug 6, 2026· 4063
The Backfire Week — When Xi's Chip-Ban Threat Exposed Japan's 60% Grip on China's Silicon Chemicals
A geopolitical card flipped: 60%+ of DCS, a bench of ceramics hidden champions, and a fresh ¥20B R&D flag planted in Fukuoka
ResearchAug 6, 2026· 5347
The Ten-Day Filing Truth — The 48 Hours When Taiwan's July Revenue Prints Confirmed Every Layer From Wafer to Cabinet Hit an All-Time High
Nanya +719% YoY, Foxconn NT$946.5B, Auras +117% — how the Aug 4–5 filings turned the shortage narrative into cash receipts at every stack level
Research
ResearchAug 5, 2026· 285A
The Two Japans — Toyota Missed on Chip Shortage the Same 72 Hours Kioxia Guided ¥1.27T for Q1 FY27 and Fujitsu Signed NVIDIA for MONAKA Mass Production
Over three days in early August, Japan's industrial-to-silicon rotation printed in numbers — earnings gap, yen direction, and Nikkei 225 rebalancing all pointed the same way
ResearchAug 5, 2026· 000660
The Post-HBM Fork — SK Hynix Opens HBF as an OCP Standard, Samsung Unveils 8x zHBM, and 2027 HBM Is Already Sold Out
The next-generation standard forked before the current one shipped — closed zHBM vs open HBF, on the same day.
ResearchAug 4, 2026· NVDA
The Non-Depreciation Cycle — When 2020's A100 Started Appreciating and Rewrote the Hyperscaler ROI Model

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