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United Epitaxy booked a four-year US datacenter laser deal, Chuan Hsin's InP substrate rallied 22%, Nvidia's Rubin CPX pushed HBM4 models +60%, and Japan's HBM probe suppliers doubled operating profit — one chain, four countries, one physical constraint
Three days that closed out NVIDIA's identity as a merchant chip vendor — software, CPU, GPU, and rack all sold from the same counter.
The final chapter of the three-vendor oligopoly — Korea, US, Taiwan, and Japan reorganize around a fourth line, all at once
The memory shortage stopped being a data-center accounting problem and reached the store shelf
Google TPU orders ease, Anthropic surges — a structural shift where one AI lab now anchors both custom silicon and merchant GPU roadmaps
The same week Nvidia's Vera Rubin approved-vendor list made Taiwan's cooling names rich, Shindo Kigiren, Advantest, and Nissan Chemical each staked a different tier of the thermal supply chain