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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
ResearchJun 16, 2026· 3105
From Handsets to 1.6T — The Week Taiwan's Compound Semis Found Their AI Customer
Win Semi optical epi, Episil SiC, Everlight optocouplers, Largan CPO, Hon Chin capex — five compound-semi disclosures in 72 hours
ResearchJun 15, 2026· NVDA
The Lobbyist, the Prospectus, the Pivot — Nvidia's 72-Hour Defense and China's IPO-Ready Mirror Shelf
ResearchJun 15, 2026· 6857
The +1,802 Receipt — The Day Japan Printed 'End of Cyclicality' on a Cyclical Bounce
Musha called the cycle dead Thursday. 981 yen of the 1,802 yen rebound came from two stocks. By Friday's SOX -10%, the argument was on BOJ's desk.

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