See through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
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andrewhclu.substack.comLatest Issues
From Sep/3Q26 Taiwan semi/tech sales to see early signs of global semi/tech outlook
從台灣科技及半導體 3Q26營收找全球科技及半導體產業景氣趨勢
Executive summary
Will Nvidia use Intel Foveros 3D to replace TSMC’s CoWoS? Passive overflow order Part II
Nvidia 要是真的開始成功地採用 Intel 的先進封裝 Foveros 3D 來取代台積電的 CoWoS，主動式外溢單變成被動式外溢單，大客戶將逐步擴大第二來源 CoWoS like 產能的比重
What’s new?
TSMC outsources silicon interposer production to GFS; Active overflow order Part I
因矽中介層產能不足，台積電首次合作外包給競爭者GFS，這應該算台積電的主動外溢訂單
What is new?
Following Nebius, AWS is hiking EC2 capacity blocks listed price by 15%
AWS 調漲 EC2 預留算力價格 15%：鎖定 80 億美元輝達晶片交易，公有雲定價權全面重構
Executive summary
Elon Musk denies TSMC to build and run TeraFab for SpaceX/Tesla
路透社說馬斯克否定台積電將為 SpaceX/Tesla 建廠及經營 TeraFab，頂多是分租場地
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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