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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| Issues | 146 | Founded | 3 years ago | Last Issue | 5 days ago |
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andrewhclu.substack.comLatest Issues
What’s wrong with Credo?
Credo 財報怎麼了，盤前盤後都很難看
Executive summary
3 reasons might turn Nvidia into a giant AI token foundry before 2031
Nvidia 從作訓練AI GPU 晶片開始到現在提供整體 AI 訓練機櫃及scale out光纖通訊系統銷售及開源模型，在2031年前為了3個原因，Nvidia 可能把自己轉型成 AI token foundry 大廠
Executive summary
SpaceX builds turbine-blade to remove data center bottle neck on power
當大部分數據中心 AI算力中心還在想辦法解決缺晶片，關鍵材料，電力的問題，馬斯克的 SpaceX 打算自造天然氣鍋輪機葉片及導翼來解決缺發電機問題
What’s new?
Samsung delays 1.4nm logic ramp to 2029, positive to TSMC supply chain vendors
三星延後1.4奈米製程量產至2029年，我們分析產業鏈利弊及其結構性變化
What’s new?
What if TSMC to spend US$100bn in 2027?
如果台積電 2027年資本開支暴增至1000億美元以上，這對全球半導體設備產業鏈及台積電本身折舊，毛利率，capital density, 自由現金流及現金股利的影響為何？
Non-consensus thoughts
Key Facts
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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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