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ResearchJun 18, 2026· ARM
The CPU Came Back — 72 Hours the Compute Debate Stopped Being GPU-Only
Arm popped 19.1% in a session, Nvidia tapped $25bn in debt for the first time in five years to fund the Vera Arm CPU — and the CPU layer became the next pricing point for AI capital.
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
ResearchJun 18, 2026· 2330
When the Forecast Doubled — The Week Taiwan's Forward Book Outran the Cycle
Cathay-NTU near-doubled its 2026 Taiwan GDP call from 5.8% to 10.1% the same week TSMC-Amkor signed a 10-year Arizona deal, Apple booked 1.4nm for 2028, and Gallant Precision quoted through 2030.
ResearchJun 18, 2026· 005930
The Stack Escaped Memory — The Week Samsung Took HBM's Geometry to CFET, Logic and Mobile
Samsung's VLSI 2026 triple — 42nm CFET, 3D logic stacking, mobile HBM packaging — pivots the re-rating case from memory-only to stacking-everywhere
Research
ResearchJun 17, 2026· 4063
The Tungsten Stop, the Fukui Answer — The Week Japan's Center of Gravity Sank One Layer Below the Die
China cut tungsten; Japanese materials answered in one synchronized week — the die may sit in Taiwan, but the layer beneath it is being re-anchored in Fukui, Hitachi, and Tsukuba.
ResearchJun 16, 2026· AMD
The Wall Has a Bid — The 72 Hours Memory Architecture Became Acquisition Currency
Research
ResearchJun 16, 2026· 8035
The Cordon's Two Holes — The Week Japan's Export Wall Sprung Leaks in Both Directions
Chips leaked outbound, tungsten was cut inbound. Japan's answer: own the materials layer that has no substitute

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