Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
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I was very late to own a Tesla but among the earliest to try out FSD v14. It's perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn't tell if a neural net or a human drove you home.…
👀 The newly released China Military Power Report from @DeptofWar confirms what Nvidia CEO Jensen Huang has denied: Chinese entities have skirted US export controls to procure high-end AI chips.
TSMC's wafer ASP accelerated since 2019 after being stagnant for 15+ years. ASPs grew faster than COGS. Incremental gross profit per wafer expanded 3.3x from 2019 to 2025 vs 2005-19 era. A good example for Intel Foundry, which is hoping to increase its profitability with EUV.
For 15 years, TSMC's wafer ASP stayed flat. From 2005 to 2019, ASP rose just $32 per wafer. 0.1% CAGR before breaking the trend. Since 2019, ASP is up 133% in 6 years at 15.2% CAGR. COGS rose only 78%. Gross profit per wafer expanded 3.3x. The regression tells the same story.…
Ten former Samsung employees arrested for industrial espionage charges for giving China chipmaker 10nm tech — executives and researchers allegedly leaked DRAM technology to China-based CXMT, resulting in trillions of losses in Korean Won tomshardware.com/tech-industry/…
BREAKING: The US announces that tariffs on Chinese semiconductors will be 0% until 2027.
Just in: Samsung and SK Hynix are increasing HBM3E prices by 20%, driven by the approval of NVIDIA’s H200 exports to China.
Samsung Electronics will extend DDR4 DRAM production through end-2026 to capture high prices - DDR4 16Gb chips hit US$60 – and plans to sign long-term supply agreements with specific server clients, media report. The agreements will be Non-Cancellable, Non-Returnable (NCNR)…
Nvidia CEO Jensen Huang’s visit to Taiwan last month pushed TSMC’s plant construction effort into overdrive, as it asked equipment suppliers to shorten delivery times amid an AI demand surge, media report, adding suppliers suffer from labor shortages, overtime, inflation and…
You’re about to start hearing a lot about data center delays. But to understand what this will actually mean for the artificial intelligence buildout, it helps to be precise about the types of delays the industry is facing and which ones truly matter. read my first AI…
🚨We’re launching an AI infrastructure newsletter! Building on three years of leading coverage, @theinformation is doubling down on our smart reporting and analysis of the physical infrastructure behind the AI boom. I’m co-leading the newsletter with Ann Davis. Every Monday…
Global automakers are at risk as the head of China’s Wingtech Technology warned over chip supplies unless its control over Dutch chipmaker Nexperia BV is restored, media report. Wingtech, a state-invested China company, has owned Nexperia since 2019, but Wingtech’s founder was…
Reuters: NVIDIA will begin shipping H200 chips to China ahead of the Lunar New Year holiday, using existing inventory. Initial shipments are expected to total around 40,000–80,000 units. $NVDA
.@elonmusk, what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings, Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all…
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