See through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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andrewhclu.substack.comLatest Issues
OpenAI and Broadcom unveil Jalapeño ASIC
What’s new?
經過數個月的研發合作, Open AI 及博通宣布其新AI ASIC 推理晶片 Jalapeño 進行流片，這個晶片是根據Open AI 大語言模型藍圖，核心技術，產品需求來設計，也從系統機櫃整合的角度來考量。目前工程樣品已經在 GPT 5.3 Codex-Spark 上測試。
Source: Open AI
Impacts to others
因為Jalapeño 推理晶片是根據 Open AI 大語言模型設計，公司在初步測試...
All about pricing hike of over 60% qoq for Micron
美光2Q/3Q26營收及獲利預期又因為超過60%的季度漲價幅度而爆表超預期
Executive summary
How TSMC's CoPoS to benefit glass interposer substrate makers?
當台積電從2029年開始由矽中介層轉向加碼量產CoPoS 大玻璃中介層，我們如何評估這對玻璃產業及康寧的營收貢獻？
Executive Summary
Should we put Corning into our radar screen?
這週商業週刊及財訊同時深度報導百年老店康寧華麗轉身光纖通訊及AI概念股，但都對公司未來財務預測付之闕如，我們透過拆解彭博社分析師預測來補足這部分的缺憾。
美國康寧（Corning Incorporated, NYSE: GLW）作為一家擁有超過 170 年歷史的材料科學巨擘，近年成功從傳統的玻璃製造商，華麗轉身成為全球 AI 算力基礎設施與先進半導體製程中不可或缺的戰略供應商。
Emerging drivers for socket industry
當市場認為 x86 CPU 的 socket 產業未來數年只能靠AI數據中心 CPU：GPU配比變化而增長，但我們了解 ARM CPU及AI GPU 市場正逐步成為 socket 產業的新驅動力
Executive summary
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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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