Deep Fundamental Research
Patrick ZhouDeep supply chain fundamental research on semiconductor and AI industries
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | a year ago |
| Active | |||||
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deepfundamental.substack.comLatest Issues
Deep Dive: Liquid Cooling
The key infrastruture trend to support the next generation GPU clusters; How companies like Vertiv serve hyperscalers and compete in the market
Previously, I’ve written three pieces on data center infrastructure: 1) optical module deep div...
Deep Dive: Sanhua Intelligent (002050.SZ)
Stable cash cow + high-speed grower + large TAM new business; a quality company trading at 23x forward PE; Buy
2025/01/03
Sanhua is regarded as a high-quality business in the A-share market. Initially, the company established itself...
Deep Dive: Switches
Unveiling the core of AI networking: switch technology explained | Key players in the swtich market | Future trends in CPO and three beneficiary sectors| 16-minute read
In my previous post on data center networking, I briefly highlighted s...
Deep Dive: Data Center Networking
From micro to macro - how the next generation AI data centers are built from the ground up; discussing networking equipment, AI training clusters, and the Ethernet
A few weeks ago, we examined the global optical module market. In this post...
Deep Dive: Hawkins (HWKN)
Disclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed.
Note: Hawkins’ fiscal year ends on March 31st. For the purposes of this report, I refer to FY2024 as 2023, whic...
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The writers behind this newsletter.
Semiconductor and AI industry research
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