Patrick Moorhead

Some serious gains today by $ARM, $QCOM , $AMD, $INTC. Lots and lots of CPU goodness.

Some serious gains today by $ARM, $QCOM , $AMD, $INTC. Lots and lots of CPU goodness.

Some serious gains today by $ARM, $QCOM , $AMD, $INTC. Lots and lots of CPU goodness.

🥂 @LisaSu $AMD https://t.co/EUZXF166Wi

I’d be dancing too if my stock ripped like that. I wonder how many $INTC shares this little fella has. https://t.co/VuWVrNy9NP

@OttoAnalytics @nvidia @GlobalSemi H200, Blackwell and Rubin all on different TSMC nodes. Rubin is on hbm4, h200 and Blackwell on 3e. So the only overlap.

@OttoAnalytics @nvidia @GlobalSemi H200, Blackwell and Rubin all on different TSMC nodes. Rubin is on hbm4, h200 and Blackwell on 3e. So the only overlap.

Washington cleared @nvidia's H200 for China, and NVIDIA's outlook still assumes zero data center compute revenue there. Now both countries' leaders meet. Tuesday I moderate the @GlobalSemi U.S. Executive Forum panel. The Week Ahead In Technology for September 21, 2026. Beijing is the other gatekeeper: not a done deal until cards ship and checks are cashed. "Silicon at the Breaking Point," with Samsung's Paul Cho, OpenAI's Richard Ho, Broadcom's Charlie Kawwas and AMD's Mark Papermaster. @coherentcorp $COHR unveils PhotonLink at ECOC. My questions: yields, capacity and cash conversion. @Qualcomm's Snapdragon Summit brings two flagship mobile chips. The bigger story is diversification. Carry-over: the AI pacing debate and the pushback from the progressive left. What would you ask this panel?

Washington cleared @nvidia's H200 for China, and NVIDIA's outlook still assumes zero data center compute revenue there. Now both countries' leaders meet. Tuesday I moderate the @GlobalSemi U.S. Executive Forum panel. The Week Ahead In Technology for September 21, 2026. Beijing is the other gatekeeper: not a done deal until cards ship and checks are cashed. "Silicon at the Breaking Point," with Samsung's Paul Cho, OpenAI's Richard Ho, Broadcom's Charlie Kawwas and AMD's Mark Papermaster. @coherentcorp $COHR unveils PhotonLink at ECOC. My questions: yields, capacity and cash conversion. @Qualcomm's Snapdragon Summit brings two flagship mobile chips. The bigger story is diversification. Carry-over: the AI pacing debate and the pushback from the progressive left. What would you ask this panel?

Washington cleared @nvidia's H200 for China, and NVIDIA's outlook still assumes zero data center compute revenue there. Now both countries' leaders meet. Tuesday I moderate the @GlobalSemi U.S. Executive Forum panel. The Week Ahead In Technology for September 21, 2026. Beijing is the other gatekeeper: not a done deal until cards ship and checks are cashed. "Silicon at the Breaking Point," with Samsung's Paul Cho, OpenAI's Richard Ho, Broadcom's Charlie Kawwas and AMD's Mark Papermaster. @coherentcorp $COHR unveils PhotonLink at ECOC. My questions: yields, capacity and cash conversion. @Qualcomm's Snapdragon Summit brings two flagship mobile chips. The bigger story is diversification. Carry-over: the AI pacing debate and the pushback from the progressive left. What would you ask this panel?