William Keating

The world would be a better place us stupidity was painful 🤦🏻‍♂️ Hands down the most unhinged, unrealistic, and complete BS narrative from someone who been proven wrong about China for 25 years If you knew anything about China, you would know the last thing want is a war and certainly not a war on US soil. It’s so sad Americans have to listen to this nonsense and propaganda. Gordon seriously needs to seek a mental health professional

YMTC currently has patent infringement lawsuits filed against Micron in California, Texas, Beijing, Shanghai, London, Dusseldorf & Munich.

Huawei introduced the “Tau Scaling Law” under which chip designers optimise for the time taken for elements of a chip to communicate, rather than for the space between transistors.

On 19 May 2026, China’s Hubei securities regulator accepted CITIC Securities’ tutoring filing for Yangtze Memory Technologies Holding Co., Ltd. (YMTC), the country’s only end-to-end 3D NAND manufacturer.

JPM TMT Conf $MU takeaways: "HBM4 production is ramping 2x faster than HBM3E 12-High did last year. HBM4E development is well under way for a CY27 ramp." "On SCAs, mgmt confirmed meaningful progress since the first 5-year DRAM SCA disclosed in March, with multiple additional customers in active conversations, and explicitly confirmed SCAs are now being secured for NAND as well – an incremental positive given the structural NAND tightness narrative." $SNDK

In yesterday’s UBS Tech view (APAC) it is pretty striking how aggressive the UBS still is on the AI memory and packaging cycle. A few notable updates from this latest semi chain work: $NVDA AI GPU forecast raised from 8.7m to 10.3m units for 2026 Rubin now expected to ramp meaningfully in H2’26 CoWoS capacity seen reaching 210k WPM by end-2027 HBM wafer allocation expected to nearly double again into 2027 But maybe the biggest takeaway: UBS now thinks DRAM stays undersupplied until Q2’28 and NAND until Q4’27. That’s a much longer/tighter cycle than what the market historically expects from memory as far as I remember. The note also reinforces that packaging expansion still looks intact despite ongoing investor concerns around digestion/capacity normalization. $AMD $MU $005930.KS $000660.KS

Qualcomm is entering data center with a three-product attack: custom silicon (revenue starting this year), data center CPU, and an AI inference accelerator (AI 200 / AI 250).