See through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 175 | Founded | 3 years ago | Last Issue | 5 days ago |
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andrewhclu.substack.comLatest Issues
What adj EPS and synergies like after Marvell and Lumentum merge?
我們深度分析 Marvell 併購 Lumentum 將產生的綜效，雙方投資人為何都不看好，未來5年財務衝擊及outside the box thinking
What’s new?
Who can be benefited if neocloud has no cash to invest?
當投資人擔心新興雲因淨負債惡化沒錢加碼資本開支跟上軍備競賽而下調半導體產業鏈預期，但持有龐大AI數據算力中心的舊雲應該反而會受惠
Executive summary
Intel guides an ugly 4Q26 on all prospectus despite a solid 3Q
存儲記憶體大漲價造成的 PC需求不振，外加以色列廠爆炸停工影響數據中心晶片生產，造成 Intel 四季度營收，毛利率及EPS都不如市場預期
Great improvement in 3Q26
Google cloud beats but rest sucks
谷歌雲的營收增長及資本開支回報率都在加速，但營收佔比太低無法大幅改善低於預期的舊業務發展，也無法沖銷非核心業務的大幅虧損
Executive summary
What we found from 3Q26 updated Anthropic’s IPO prospectus?
在解析 Anthropic IPO 招股說明書及財務報表後，我們看到了公司10倍速的增長，分散及龐大的企業客戶結構，近50GW算力合約及兩項驚人的非現金費用
Executive summary
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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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