Research

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All Opinion Deep Dive Research Factor Note

ResearchJun 20, 2026· COHR
The Federal Underwriter — 72 Hours BIS, DOJ, DOD, FERC and CHIPS Stopped Regulating the AI Stack and Started Operating It
Five federal agencies fired into the same stack in the same week — optics, grid, lithography and CPUs all became state assets at once
ResearchJun 20, 2026· 285A
The 4.7x Gap — Same Cycle, Different Rerating: The Week Kioxia Stood at 58.5x While Micron Sat at 12.4x
Yen, ¥370T policy, nuclear rebuilds, and the decoupling from US peers — the week Japan semis were repriced as a sovereign-AI host, not a cyclical export
ResearchJun 20, 2026· 3711
The Week the Back-End Asked for Cash Upfront — WinWay's Prepayment Talks and TSMC's Ten-Year Amkor Deal Rewrote Packaging's Payment Terms
When capacity is sold a year forward, equipment vendors rewrite payment terms — pricing power moved one layer down the stack
ResearchJun 20, 2026· 000660
M3 Sat Down Next to M7 — The Week Korean Memory Got Reclassified From Cycle to AI Core Asset
$1.1T market call, server DRAM at 56%, KOSPI nearing 10,000, K-semi Top-10 ETF imminent — all collided in the same week
ResearchJun 19, 2026· NVDA
The Captive Silicon Wall Fell — 72 Hours Trainium Went Merchant and Nvidia Borrowed Its First $25B in Five Years
ResearchJun 19, 2026· 2330
The Week Resin Hit Its Wall — TSMC's Glass Substrate Data Wrote Taiwan's Panel Makers Into the 1.4nm Supply Chain
16% coplanarity, 19% lower CTE, 31% higher modulus — at 24-stack HBM, the substrate becomes glass
ResearchJun 19, 2026· 000660
Samples Stayed Home, Talent Went to Intel — The Week Korea's Memory Lead First Got Extracted
Lee Seok-hee at Intel + Trump-backed Apple-Intel chip pact + Netlist's new HBM suit — three vectors pulled talent, demand and IP out of Korea's HBM franchise in seven days
ResearchJun 18, 2026· ARM
The CPU Came Back — 72 Hours the Compute Debate Stopped Being GPU-Only
Research
ResearchJun 18, 2026· 8035
The Tool Started Eating Its Own Cooking — The Week TEL Promised 50% Margins With Robots In Its Own Cleanrooms
When the supplier to the AI buildout becomes the AI's first customer — Tokyo Electron, Toppan, JX, Fanuc and the inward turn of Japan's tool layer

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