Research

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Research
The Peak Call — 72 Hours Kioxia Named the Cap, Micron Lost $57B, and Korea's Exports Jumped 203%
When Japan's NAND leader said prices had risen far enough, Taiwan's module makers countered 'this time is different,' the US market believed Kioxia, and Korea's export data ignored both — the 72 hours the four-country memory chain split on direction
ResearchSep 12, 2026· 285A
The Kioxia Line — 72 Hours Japan's Semiconductor Market-Cap Crown Passed From Equipment to Memory While China Taxed the Old Guard 99%
Kioxia crowned as Japan's chip-revival symbol by Musha Research vs. materials makers walled off by China's 99% anti-dumping duty
ResearchSep 11, 2026· MU
The Bypass Bid — 72 Hours $1.03B Funded Three Routes Around HBM
ResearchSep 11, 2026· 4063
The Berlin Callback — 72 Hours Germany Reached For Japan's Materials Stack While Beijing Taxed It
China's anti-dumping on Shin-Etsu's DCS gases collides with Germany's push for a Japan materials alliance in the same 72 hours
ResearchSep 11, 2026· 2330
The 500B Watershed — TSMC's First Half-Trillion Month Meets Taiwan's NT$300B State Chip Ledger
TSMC NT$514.8B, a NT$300B state program with domestic-EDA scope, and a NT$43B BOO framework — three ledgers, one week
ResearchSep 11, 2026· 000660
The Margin Inversion — CXMT's 82% Passed Korea's Record Quarter
CXMT's Q2 82% op margin printed above SK Hynix, Samsung, and Micron; Korea's manufacturing hit a record 16.9% with Samsung and SK Hynix generating 70% of it
ResearchSep 10, 2026· NVDA
The Second Silicon Line — 72 Hours Google Doubled the TPU Lead, Samsung Adopted OpenAI, and Qualcomm Anchored Amazon's $60B
Research
ResearchSep 10, 2026· 6857
The Tester's Paradox — 72 Hours Advantest Ran Short of the Memory It Tests, While Japan Chip Sales Cleared +50.8% YoY
Japan chip sales +50.8% YoY, Ushio semiconductor OP up 9x, DDR5 spot at $54.33 — and the tester that verifies that very memory cycle is itself starved of memory
ResearchSep 10, 2026· 6669
The 2027 Bookline — The Week Taiwan's Three AI ODMs Set August Records and Wrote Capex Into Next Year
Wistron NT$460B, Quanta NT$424B, Wiwynn NT$144B — three simultaneous August records, and Wiwynn already guided 2027 capex above 2026

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