Tech Signals
@tech_signals
Making technology & markets easy to follow. Daily semiconductor news and trends, simplified into quick bites.
📌 Working on some great new features for this page. It’s turning out to be more challenging than expected, but the end result will be worth it.
China mandates domestic AI chips for state-funded data centers. • New rule: all new state-funded data centers must use domestically produced AI chips, Reuters reports. • Part of a wider push to reduce reliance on foreign technology. • Directive covers projects worth tens of…
Wait. The same value guys who missed and criticized Nvidia shares and Vertiv stock while they blew out earnings and quadrupled over the past two years are taking victory laps now? You can't make this stuff up.
Jensen Huang: Taiwan partners essential for US AI chip production • Says Taiwanese firms play a critical role in building AI chips in the US • Warns China’s technological progress has been underestimated • Comments came in a Fox News interview, per Wccftech and…
Huge markup: SK Hynix raises HBM4 price for Nvidia by over 50% • HBM4 supplied to Nvidia priced 50%+ above HBM3E • Industry sources say the deal cements SK Hynix’s HBM market dominance and will drive revenue growth $NVDA
This is big if true. According to Taiwanese media reports, $NVDA additional AI chip orders using $TSM 3nm process are prompting TSMC to expand monthly wafer capacity from 100–110K to around 160K, representing a 45–50% increase.
The Data Center Capex Police won’t like this
If you take 2026 capex, and compare it to what each would be spending if capital intensity remained flat with the average pre-AI, it's around $292.9B extra. That's not entirely right tho, because a portion of GP growth is from AI capex. I estimate around $100B but who knows.
If you take 2026 capex, and compare it to what each would be spending if capital intensity remained flat with the average pre-AI, it's around $292.9B extra. That's not entirely right tho, because a portion of GP growth is from AI capex. I estimate around $100B but who knows.
Edge surge: AI workloads are moving out of the cloud. • Why: edge inference cuts latency, avoids connectivity issues, lowers cloud cost and power, protects data privacy. • How: training stays in massive data centers; inference runs on-device (TPUs/NPUs) for phones, cars, robots…
Google unveils Ironwood, its 7th‑gen TPU and what it calls its most powerful AI infrastructure. • Ironwood pod: up to 9,216 chips, 9.6 Tb/s interconnect, 1.77 PB HBM; 4x performance vs prior gen. • Anthropic will access up to 1 million TPUs in a multibillion‑dollar commitment.…
Stay calm, everyone L/S funds FUD you guys to sell with 3 great negative catalysts(OpenAI concern + Fed Hawkish + Gov shutdown). But token demand and fiscal spending will be pushing stocks higher. Don't panic sell, and let’s fuck those L/S funds💪
They just want to shake you out and get your equity if you understand their L/S positions. There wasn't a better opportunity than this week to FUD you guys out with 3 great negative catalysts(OpenAI concern + Fed Hawkish + Gov shutdown) Don't panic.
Don’t let non-technical people tell you we’re in an AI bubble. I don’t get haircuts from the dentist. Very rarely will the market hand you these opportunities. Once the government shut down is done, get ready for new highs.
From a chief datacenter architect at Microsoft. "I don't think you can overbuild (datacenter) capacity. I don't think we're going to be at a tipping point of overbuilding until 2029, 2030."
It should be no secret now that storage and memory have, at least for the time, left cyclical dynamics behind, which was always the bogey for the categories. $SNDK, like all storage names we have heard from, is up against backlogs we have not seen in a long time.
New HBM tool: Hanmi Semiconductor will ship the "Wide TC Bonder" by end of 2026. • Purpose: dedicated equipment for next-generation high-bandwidth memory (HBM) • Adoption: industry sources expect official use starting with 8th-generation HBM5 $042700.KQ
QE and ZIRP here we come again.
NY Fed President John Williams said that the Federal Reserve could soon return to expanding its securities holdings: WSJ
The market is giving everyone a gift right now. Big Tech earnings are strong. Focused semi names are crushing it. Demand is outpacing supply across every AI-driven sector. Compute is still heavily constrained. Bank earnings are solid. A few small and regional cockroaches, but…
What a great bubble. No one’s using AI. It doesn’t do anything. Let’s project a 40% hyperscaler storage surge in one year because…no one’s using it. Math. $SNDK
“It's almost like every week or two, our estimates for calendar year 2026 demand in the data center market move around, and they're all moving up. When we were sitting here three months ago, we thought our forecast was data center exabytes would increase mid-20% level in 2026.…
Samsung's foundry appears poised for a long-anticipated recovery after winning consecutive Tesla chip orders. • Tesla's AI6 chip will be fabricated by Samsung. • New industry sources say Tesla's AI5 chip, once thought exclusive to TSMC, will also be made by Samsung using a 2nm…
AI isn’t fake, and it’s likely not about to create superintelligence anytime soon. Are AI stocks overvalued? Possibly. Could the market take a 10–20% haircut? Sure. But the human productivity gains are real. Notice how it’s mostly the non-technical crowd comparing this to 2000.…
The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but it’s very unlikely that both can be true.
Memory crunch hits cloud AI supply. • Major CSP capex and AI demand are squeezing DRAM supply • Samsung froze DDR5 contract pricing in October; other makers followed, delaying contract-price announcements to mid-November • DDR5 spot prices have more than doubled since late…
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