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 $IQE and others go brr?
10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected."
Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr?
Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.
