Semiconductors are seminal to our collective future & fascinate me. Definitely NOT investment advice. Entertainment purposes only. DYOR. Thanks!
Joined September 2014
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May 9
this is complete horse sh*t. Here's a quote from TSMC's Q4 2025 earnings call tanscript
That's a long question. We built a fab in Arizona, and we worked hard, so today, everything, even the yield or defect density is almost equal to Taiwan. And due to the strong demand, as I just answered from the AI, stronger, that's a mega trend, all my customers in the AI customer you see in the US.
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More news on ASMPT $0522.HK after it went up 11% yesterday.
ICYMI: This companies specializes in TCB and D2W hybrid bonding for logic and memory.
ASMPT has ~30% market share in the TCB market, aiming for 35-40% by 2028 which would be 2nd behind Hanmi Semiconductor.
This is important because according to SK Hynix management, the global memory chip shortage could persist until 2030.
According to estimates by KAIYUAN Securities, under full-capacity scenarios, the number of new TCB bonding tools required globally for HBM production in 2026–2028 is projected to be 532, 648, and 748 units, respectively. The firm noted that major global memory producers are ramping up capacity, driving increased demand for TCB equipment procurement.
Industrial Securities issued a research report stating that although ASMPT’s current valuation already reflects the upcycle in advanced packaging, the company’s order intake is expected to continue growing, alongside sustained improvements in profitability.
I discussed more in detail about ASMPT in this article if interested:
open.substack.com/pub/pequit…
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Figma Q1 2026, revenue grew 46% year-over-year to $333 million, accelerating from 40% last quarter and 38% in Q3.
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Figma Q1 2026, revenue grew 46% year-over-year to $333 million, accelerating from 40% last quarter and 38% in Q3.
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Net dollar retention rate also increased to 139%, our highest rate in over 2 years. This is up 3 percentage points from last quarter.
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In Q226, we expect revenue of $349 million, implying 40% YoY growth. For FY2026, we expect revenue of $1.425 billion, implying 35% growth YoY, up $55 million from prior forecast
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Jun 15
Jun 15
Mike Krieger, Instagram co-founder & now Anthropic's Chief Product Officer, "building at Anthropic Labs", resigned from the Board of Figma on 4/14/26.
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Jun 15
According to an open letter from activist Findell, on 4/17/26, Anthropic released Claude Design, a product which directly competes with Figma. This pattern of events raises serious corporate governance concerns.
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Jun 15
The Information claims that Figma was originally partnering with Anthropic on Claude Design, but pulled the plug at the last minute as the extent of the competitive threat became clearer
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Jun 15
Mike Krieger, Instagram co-founder & now Anthropic's Chief Product Officer, "building at Anthropic Labs", resigned from the Board of Figma on 4/14/26.
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Jun 12
Aggressive Freemium Pivot: Adobe is shifting focus to an AI-first freemium strategy to accelerate user acquisition, accepting short-term subscriber ARR impacts for greater long-term lifetime value skr.ma/bvRfJ
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Jun 12
Jun 12
Adobe achieved record Q2 revenue of $6.62 billion, representing 11% year-over-year growth, while raising its full-year fiscal 2026 revenue and EPS targets
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Jun 12
Adobe achieved record Q2 revenue of $6.62 billion, representing 11% year-over-year growth, while raising its full-year fiscal 2026 revenue and EPS targets
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Jun 12
Adobe is shifting focus to an AI-first freemium strategy to accelerate user acquisition, accepting short-term subscriber ARR impacts for greater long-term lifetime value
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Jun 12
Surging AI-First ARR: Driven by massive enterprise and creator adoption, Adobe's AI-first ARR grew 3x year-over-year to transcend the $500 million threshold
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Jun 11
Unprecedented Backlog Expansion: Remaining Performance Obligations (RPO) skyrocketed 363% YoY to $638 billion, heavily boosted by $75 billion in prepaid or customer-supplied AI hardware contracts. skr.ma/PSjWw
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Jun 11
Jun 11
Record Financial Growth: Oracle achieved record Q4 total revenues of $19.2 billion (up 21%) and full-year fiscal 2026 revenues of $67.4 billion, driven by explosive cloud demand.
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Jun 11
Record Financial Growth: Oracle achieved record Q4 total revenues of $19.2 billion (up 21%) and full-year fiscal 2026 revenues of $67.4 billion, driven by explosive cloud demand.
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Jun 11
Surging Cloud and AI Demand: Driven by massive AI training and inferencing contracts, quarterly cloud revenues soared 47% to $9.9 billion, led by a 93% spike in infrastructure revenue
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Jun 11
Unprecedented Backlog Expansion: Remaining Performance Obligations (RPO) skyrocketed 363% year-over-year to $638 billion, heavily boosted by $75 billion in prepaid or customer-supplied AI hardware contracts
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Jun 10
TSMC today announced its net revenue for May 2026 was ~NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for January through May 2026 totaled NT$1,961.80 billion, an increase of 30.0 percent compared to the same period in 2025.
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