TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr.
2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr?
Photoresist bottleneck go brr?
3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes.
MCU companies potentially go brr?
4. President invoked the "Defense Production Act" this week, it included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.
5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs.
Taiwan happy. Mediatek and others go brr?
6. Samsung, Kingston lift SSD prices by over 10%.
SSD prices keep going brrr?
7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr?
8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton.
ICL Group in Israel apparently controls 40% of the global supply?
Not as familiar with this but questionable brrr?
9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs".
Uhh
