Wega Chu (Copper Wei) retweetledi
Wega Chu (Copper Wei)
258 posts
Wega Chu (Copper Wei)
@thecopperwei
Research Analyst @SemiAnalysis_ Learning about semiconductor and AI hardware.
Katılım Aralık 2020
335 Takip Edilen951 Takipçiler
Wega Chu (Copper Wei) retweetledi
Growing confidence TPU 8t is MTK not Broadcom. I know it’s not consensus since it was expected to be an inference chip.
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Wega Chu (Copper Wei) retweetledi
Wega Chu (Copper Wei) retweetledi
TPU 8t, optimized for training and TPU 8i, optimized for inference.
Looking good!
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Wega Chu (Copper Wei) retweetledi
.@cerebras data centers are live across North America.
More are coming in Europe.
Here's a quick peek inside one of several new facilities under construction in Toronto, Canada.
Racks and racks and racks of CS-3s.
The fastest AI in the world, delivered across the world.
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Wega Chu (Copper Wei) retweetledi
Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace.
Read more: anthropic.com/news/google-br…
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Anon, are you still not bullish on ABF substrates?
They’re saying the supply-demand gap will reach 26% in 2027 and 46% in 2028, which would imply a massive shortage.
股海飯桶🍚 wilson@stockwilsonrice
from 福邦 跟當初看得差不多，當初沒有看到這麼樂觀的2027年，不過隨著GPU、CPU需求持續的話確實有機會
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Wega Chu (Copper Wei) retweetledi
this guy and his analogies @dnishball
SemiAnalysis@SemiAnalysis_
The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index, H100 Rental Prices up 40%, GPU Rental Pricing Dashboard Launch, Compute Compute Rental Market Structure, Will Rental Prices keep going up? newsletter.semianalysis.com/p/the-great-gp…
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the 4 major optical transceiver PCB manufacturers are Suntak, Kingwong, AT&S, Sihui Fuji
But the company I like the most is FIC Global in Taiwan
Zephyr@zephyr_z9
I'm surprised that transceiver PCBs have a lead time of 6 months now Very interesting
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Wega Chu (Copper Wei) retweetledi
Jensen name-dropped me in the keynote and posed with our belt.
He has a physical belt too but they just showed the pic
Intially I made fun of the 35X perf improvement being bogus, I thought it was an exaggeration of performance
Turns out he was sandbagging, and perf is 50x
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Wega Chu (Copper Wei) retweetledi
PCBs are a strong early-market indicator, but for even more forward-looking insight, we monitor Taiwanese production of PCB manufacturing equipment. (1/2) 🧵
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Wega Chu (Copper Wei) retweetledi
Bible-level analysis from us on $NVDA
's Rubin NVL 72 and many other stuff, led by @thecopperwei and @dylan522p
Must read.
newsletter.semianalysis.com/p/vera-rubin-e…
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Wega Chu (Copper Wei) retweetledi
@kourabi @p_misirov Sick haha. GB200 cluster is final Boss level
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Wega Chu (Copper Wei) retweetledi
Drill bits, back-drilling machines, and PCB support plates are all in shortage due to high demand. This backdrop directly benefits Taiwanese players such as ToPoint (8021 TT), Ta Liang (3167 TT), Aurona (8074 TT), and KeyWare (5498 TT), as well as global peers including Mitsubishi (7011 TYO), Schmol (SMOL SS), and DTech (301377 CH). Equipment lead times are already around three months, with current orders effectively filling capacity through the first half of this year, underscoring tight supply and strong pricing power. (3/3)
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Wega Chu (Copper Wei) retweetledi
Wega Chu (Copper Wei) retweetledi
@sp3cul8r The other supplier is Kaori from Taiwan. Also expanding capacity aggressively.
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Here’s another bit of $BE Bloom research ive been working on…
There is an Indian company called MTA Industries (MTAR is the Indian stock symbol) which does roughly 50% of Bloom’s production of hot boxes (boxes that house the fuel cell *Wells Fargo). The other 50% is done by a different company.
I took the comments from MTAR last 3 conference calls. MTAR is amazingly forthcoming with Blooms production targets when analysts ask about them. I put these targets and comments into a table so you can see how Bloom’s production is pretty drastically increasing:
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