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Weekly|TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More, APP Update
The year of alpha dispersion has continued and gone even more extreme during the week, where outperfomers like memory keep chugging along, while MAGS…
6 hrs ago
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Research|AXTI: Indium Phosphide (InP), Export Controls, and the Optical Communications Value Chain
A Follow-Up Discussion on How to Interpret the Real Impact
Jan 16
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Review|TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years
TSMC delivered strong signals during this earnings call.
Jan 15
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Research|Alibaba, ByteDance, and Tencent Intensify AI Competition into Lunar New Year
As the Lunar New Year approaches — traditionally a key window for major consumer-internet product launches in China (e.g., WeChat Red Envelopes) …
Jan 14
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Preview|TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & Capex Upside to Drive 2026 Continued Revenue Growth
As we approach the Jan 15 earnings call, the market’s focus has shifted from backward-looking 4Q25 results to 2026 outlook.
Jan 13
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Research|GOOG: Google Gemini May Become the "Next-Generation Siri" Foundation - A Landmark Moment for Google Cloud
CNBC breaking news reports that Apple will choose Google’s Gemini to power the AI-driven Siri and related product features expected to launch later this…
Jan 12
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Weekly|Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI's New Training Cluster and APP…
What a way to kick of the year!
Jan 10
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Research|AXTI: New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications Industry
Over the past week, news flow around “critical minerals” and “dual-use material” export reviews has intensified meaningfully.
Jan 9
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