

Ryan
2.9K posts

@crypt_jitsu
I’m into Music Production, Hip Hop, Crypto, Metals & Stocks. Don’t believe me, I don’t know shit.





$AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news. Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY (see my repost), the same setup is now hitting $TSM. Kevin Zhang (TSMC SVP) laid out the shift plainly: mobile, once the segment that drove the entire semiconductor market, is sliding to roughly 20% share. AI/HPC, powered by AI data centers, is set to dominate at 55% and become the primary growth engine. Automotive and IoT each hold around 10%, with the remaining 5% split across other segments. Translation: Apple is no longer TSMC's most important customer. AI/HPC is. When your supplier's growth engine moves on without you, your leverage moves with it. This is the same pattern that crushed Apple's negotiating position with Samsung, SK Hynix, and Micron on memory pricing. Now it's playing out at the foundry level too. Foundry prices are going to rise.




$AAPL reportedly secured an exemption from proposed 100% semiconductor tariffs after committing hundreds of billions to additional U.S. investment. Apple is also expected to manufacture some Mac and iPhone chips at $INTC U.S. fabs.





We are thrilled to announce three.ws has been accepted into the NVIDIA Developer Program🟢 Our free text→3D engine already runs on NVIDIA NIM. Now we're building with NVIDIA and increasing the entire stack with @NVIDIAAI More models, more power, more 3D AI Agents for everyone. The 3D internet is coming. We're building it. $THREE is the ecosystem powering it all.


