LumenAlpha
LumenAlphaHere, we do channel checks, uncover the next mega trends, and look for undervalued companies before the market catches on.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | lumenalpha.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Jentech (3653 TT): Micro-Channel Lid is coming...? A New Era for Thermal
#### Key Takeaways:
Shibaura (6590 JP): Hybrid Bonding Dreams Deferred? Nvidia Stays Loyal to Flip Chip (for now)
Regarding Shibaura (6590 JP) and Hybrid Bonding adoption at TSMC, we’ve heard conflicting investor views that differ from our own. Based on recent channel checks, here’s what we’ve learned about Shibaura:
Teradyne (TER US) Turning the Tide: Challenging Advantest’s NVIDIA Stronghold
Although Advantest (6587 JP) currently holds a dominant 100% share in NVIDIA’s GPU testing market, we are seeing increasing signs that Teradyne (TER US) may break this monopoly in the near term based on our conversations with the supply cha...
Accton (2345 TT): Meta creates substantial upside (and Microsoft is coming…)
AWS has been Accton’s largest CSP customer for the past several years, and customer concentration has consistently been a concern among investors. However, we are now seeing an increasing possibility for Accton (2345 TT) to break into anoth...
Authors
The writers behind this newsletter.
With decades in semiconductors—chasing signals, reading the noise, investing ahead of the curve, and betting on what’s next.
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