2026-02-04
with due respect to $AMD and $AAPL, we have seen two ok but not “holy cow rip memory pricing to infinity and let $TSM jack infinite price” prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback
The Verge
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
with due respect to $AMD and $AAPL, we have seen two ok but not “holy cow rip memory pricing to infinity and let $TSM jack infinite price” prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback
Bloomberg
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
2025-10-29
are we literally asleep at the wheel? $NVDA with a gigaraise to consensus [image]
Bloomberg
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …
2025-05-31
EPS impact of removing China is ~10% to each of $SNPS and $CDNS. the first 10% down move was fair, but everything after has been fear. A) this is another buyable dislocation for EDA and B) what happens to $ARM given Xiaomi used CSS to make the 3nm chip that started this all?
Bloomberg
Sources: Trump administration plans to expand Entity List restrictions to cover subsidiaries of Chinese companies, aiming to block workarounds via new offshoots
The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.
EPS impact of removing China is ~10% to each of $SNPS and $CDNS. the first 10% down move was fair, but everything after has been fear. A) this is another buyable dislocation for EDA and B) what happens to $ARM given Xiaomi used CSS to make the 3nm chip that started this all?
Reuters
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White H...