Andrew on global semis and techs
Andrew Lu on global Semi/TechsMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | andrewhclu.substack.com |
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| #139 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Amazing quarter for Nvidia to reverse recent weaknesses on AI semi supply chain
Nvidia 又要救整村反轉半導體及科技股了
From foundry/IDM/memory capex to expect 2026-2027 global equipment sales raise
從全球半導體資本開支來反推全球半導體設備銷售
Hon Hai Precision might give shares to OpenAI in exchange of orders
Chairman of Hon Hai Precision Mr. Liu announced yesterday might announce a cooperation with OpenAI on its Technology Day by November 21. We believe the structure of circular financing might likely be the followings:
Taiwan Oct tech/semi sales yoy gainers and losers
儘管市場對AI產業鏈仍然看好，雲端服務巨頭CSP資本開支持續上修（請參考我們之前的報告
Authors
The writers behind this newsletter.
Semiconductor and technology analyst to see through the trends.
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