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TodaySamsung is reportedly expected to more than double output of its HBM4 family next year, while total HBM output is expected to increase ~40% to 250,000 wafers per month. $MU $SKHY $NVDA $AMD
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Samsung is reportedly expected to more than double output of its HBM4 family next year, while total HBM output is expected to increase ~40% to 250,000 wafers per month. $MU $SKHY $NVDA $AMD
View original →Samsung is reportedly expected to more than double output of its HBM4 family next year, while total HBM output is expected to increase ~40% to 250,000 wafers per month. $MU $SKHY $NVDA $AMD
View original →In 2019 I said $NVDA would become the world's most valuable company. In 2021, that it would surpass $AAPL. In July 2024, I said AMD's $AMD returns would outpace Nvidia's over five years. So far, so good. This week, I cover why the next chapter could be AMD’s biggest. Link in bio.
View original →AMD $AMD is said to be increasing prices for its AI GPUs, consumer GPUs and motherboard chipsets by ~10% in Q4 as TSMC hikes prices, per TechPowerUp. $TSM $NVDA $AVGO
View original →AMD $AMD is said to be increasing prices for its AI GPUs, consumer GPUs and motherboard chipsets by ~10% in Q4 as TSMC hikes prices, per TechPowerUp. $TSM $NVDA $AVGO
View original →“Compute is worthless if you can’t power it.” With @cvpayne, I break down the I/O Fund’s early call on Bloom $BE at $16—and another company well positioned to meet the scale of power AI will require over the next decade. https://t.co/daUpLsITfu
View original →If Nvidia $NVDA loses 10 points of GPU share, that is not a thesis killer. But if AMD $AMD gains 10 points, it’s transformational. This week, I look at what AMD must do to continue its winning streak. Link in bio.
View original →BofA is modeling 5-6GW of owned-capacity deployments for Meta $META in 2027 at a cost of $200 billion, with its custom silicon push expected to save Meta roughly $8.5 billion. $AVGO $NVDA $AMD
View original →Nvidia $NVDA is said to be buying an additional $1.5 billion of SB Energy shares before its IPO, which would take its total stake to $3 billion. SB Energy is developing the PORTS-Pike Technology Campus in Ohio, scaling up to 8GW with OpenAI the main tenant. $MSFT $ORCL
View original →Nvidia $NVDA CEO Jensen Huang: “I expect Nvidia to sell twice as many chips as this next year as we do this year.” $AMD $AVGO
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