See through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 136 | Founded | 3 years ago | Last Issue | 3 days ago |
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andrewhclu.substack.comLatest Issues
What to invest if AI token factories become commodity factories?
當AI雲算力巨頭無差異的擴張算力印鈔工廠，以後會不會變成大眾商品工廠，我們又該如何投資？
Executive summary
Global semiconductor and technology daily news summary
一、Executive Summary
本期晨間快報顯示全球科技與半導體產業聚焦四大關鍵突破：微軟（Microsoft）傳將於秋季發佈新一代 Maia 300 自研 AI 晶片，並向台積電預訂逾 30 萬顆 2027 年產能；韓國政府宣布創設 35.2 億美元半導體基金，重點扶植材料、設備與 Fabless 生態系；SpaceX 與 Tesla 傳將於德州合作興建半導體廠，探討工業級自由電子雷射（FEL）光刻技術；Intel 則發行 150 億美元普通股充實資本支出...
Finding winners and losers post July sales?
台灣半導體暨科技產業公布7月份營收，哪些產業營收增長明顯在加速/減速，哪些公司高於/低於分析師預期？
Executive summary
Can Nvidia really cut Rubin Ultra HBM memory?
我們覺得Nvidia 砍 Rubin Ultra HBM 的規格及容量是無腦決定，但影響效能及可行性方案如何取捨是一大課題
What’s new?
What AMD, SpaceX, Astera Labs say about AI demand to drive post market down?
三家跟AI需求相關的公司，財報好壞盤後都跌，他們到底說了些什麼？
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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