Research

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ResearchJul 25, 2026· 4063
The Consumption Line — Shin-Etsu Raised Guidance +10.7% the Same 72 Hours Nikkei Marked AI Down 1,811 Points
Materials consumed on a wafer today can't be double-counted tomorrow — the quiet signal beat the loud one
ResearchJul 25, 2026· 2330
The Circular Financing Signal — The Week Taiwan Margin Debt Hit an All-Time High of NT$803.5B As Government Think Tank TIER Called the AI Supply Chain a 'Dangerous Financing Loop'
GDP forecast lifted to 10.38%, earnings at record highs — yet TAIEX crashed 1,196 points in a day and foreigners dumped NT$60.9B.
ResearchJul 25, 2026· 000660
The Booking Signal — What Korean Memory Locked Into Multi-Year Customer Contracts the Same Week the Stocks Fell 8%
Samsung-Broadcom $200B, Nvidia-SK $500B, and why Elon Musk named Samsung on the Tesla earnings call
ResearchJul 24, 2026· AMD
The CPU Squeeze — Agentic AI Pushed CPU-to-GPU Past 1:1, and Three Chipmakers Priced the Same Rebalancing in a Single Week
ResearchJul 24, 2026· 6857
The Credit-Rating Cross — R&I Upgraded Advantest to AA- in the Same 72 Hours Equity Marked It Down 20%
Two markets scored Japan's semi complex in opposite directions the same week — equity sold, credit upgraded
ResearchJul 24, 2026· 000660
The Peak Lock-In Signal — Four Things Korean Memory Management Quietly Locked In Before the Cycle Peaked
Bonus-formula renegotiation, CSS-to-memory redeployment, a three-month P&T7 pull-forward, Intel Ohio joint-op talks — four sub-signals in the week June chip exports printed $33.6B
ResearchJul 23, 2026· INTC
The Ohio Signal — Intel Reported Earnings The Same Day It Hunted A Partner And Nvidia Shipped Its Own CPU
✍ OpinionJul 23, 2026· human_opinion
The Answer of the Other Four
Google was the start — before the four report, reading them early from the same data
✍ OpinionJul 23, 2026· human_opinion
Alphabet Answered
The direction staked before the earnings, and the result that came on the 22nd
ResearchJul 23, 2026· 3231
The Dallas Handoff Signal — The Week Wistron Opened the First US-Made GB300 Line and Jensen Huang Called Taiwan 'Cost-Efficient,' Not 'Cheap'
TSMC's US fabs cost 2-3pp of gross margin; Wistron's D1 earns a US-revenue premium — the week Taiwan's AI supply chain split in two, physically

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