Research

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ResearchJun 13, 2026· 2330
Two Ceremonies, One Afternoon — June 12 Was the Day Capex Got Measured in Concrete
A second fire at SK Hynix's M15X site, then 90 minutes later a groundbreaking at TSMC's Pingtung supply-chain park.
Research
ResearchJun 12, 2026· 4063
The Magnet Underneath — Eighteen Years Later, Shin-Etsu Brings Rare-Earth Refining Back to Fukui
While Tokyo Electron printed new highs and Advantest dragged the Nikkei, one layer beneath the cycle Japan quietly closed its last open China-dependence node
ResearchJun 12, 2026· 2308
Sold Out at the Bottom of the BOM
The week Taiwan's passives, transformers, sockets and TVS diodes booked through 2027 — while smartphone SoC shipments fell 8%
ResearchJun 12, 2026· 000660
The Cycle Funds Its Own Disruptor — The Week CXMT Opened a $4.3B IPO Window at Korea's Memory Peak
May semi exports $29.4B (+154% YoY), DRAM prices +324%, S&P calls the cycle through 2028 — same week CXMT filed
ResearchJun 11, 2026· MU
Price Without Volume — The Week Korea Earned 370% More DRAM Revenue on Less Volume, and Micron Poured Concrete
Research
ResearchJun 11, 2026· 285A
The Kioxia Dividend — The 72 Hours Tokyo Became the Switchboard for Korean, US, and Taiwanese AI Capital
The week Chairman Chey pledged Kioxia profits back into Korea-Japan cooperation, NTT, SKT, and NVIDIA all unveiled Tokyo-anchored vehicles within 72 hours
ResearchJun 11, 2026· 2330
The Photonics Two-Track — SemiAnalysis Pushed Out CPO, TSMC Lit Up Its CoPoS Validation Line the Same Week
While five optical-comm names locked limit-down, Largan committed to a September FAU pilot line and TSMC's CoPoS took delivery of validation materials
ResearchJun 11, 2026· 000660
The Shortage Took a Floor Up — The Week Big Tech Started Writing Cash Checks for Substrates
HBM die is sold out. The next bottleneck is in substrates and bonders — and the market has already started pricing it there.

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