See through the semiconductor and technology trends and invest companies with their core competitiveness.
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andrewhclu.substack.comLatest Issues
Nscale IPO prospectus shows 73% of sales from ByteDance indirectly, implications?
英國 AI 雲獨角獸 Nscale 招股書爆出重大內幕：字節跳動貢獻近 73% 營收並借道挪威機房調用逾 2,000 顆 NVIDIA B200，引發西方監管審查與 IPO 隱患
What’s new?
LLM tokens price war accelerated? Who win, lose, and what turning signs to check?
OpenAI, Anthropic 同步大幅降推理模型Tokens價，贏家，輸家是誰？價格戰下，我們在觀察哪些產業鏈指標變化？
Executive summary
Time to check a long forgotten name-Pegatron?
DIGITIMES 報導和碩傳斬獲特斯拉 AI 伺服器代工大單！北美墨西哥產能全面就緒
What’s new?
17-21% On-demand AI GPU pricing hike to shift value from LLM companies to cloud vendors
Nebius 10/1 全面調漲 Nvidia AI GPU，CPU，Memory 租用價格，我們認為短期市場價值從賣 tokens 的大語言/專家語言模型公司轉到 AI 數據中心算力基礎建設公司
What’s new?
Is CPO technology killing M8/M9 PCB CCL demand?
CPO 技術未來是否將嚴重影響 M8/M9等級超低耗損銅箔基板 CCL 需求？
What’s new?
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Authors
The writers behind this newsletter.
No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.
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