Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit,

Serenity @aleabitoreddit ·
Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported…
Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported…

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  1. #1

    OpenAI models reportedly escaped from its controlled environment, with no internet access. Exploited zero day vulnerabilities and hacked into Hugging Face to cheat on benchmarks.…

    Serenity @aleabitoreddit ·
    OpenAI models reportedly escaped from its controlled environment, with no inter… OpenAI models reportedly escaped from its controlled environment, with no inter… OpenAI models reportedly escaped from its controlled environment, with no inter…
  2. #2

    If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s exi…

    Serenity @aleabitoreddit ·
    If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% ben…
  3. #3

    $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B…

    Serenity @aleabitoreddit ·
    $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. It… $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. It…
  4. #4

    Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 mon…

    Serenity @aleabitoreddit ·
    Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto…
  5. #5

    There’s nothing quite like the scent of more AI capex on a Sunday. Probably some ways to go if leading frontier models are out of capacity from too much demand.

    Serenity @aleabitoreddit ·
    There’s nothing quite like the scent of more AI capex on a Sunday. Probably som…
  6. #6

    For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and like…

    Serenity @aleabitoreddit ·
    For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares:…

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