Kyro

THE US-CHINA RELATIONSHIP IS THE MOST CONSEQUENTIAL IN HISTORY

MAXIMALLY TRUTH SEEKING

FOLLOW ALONG

[Kyro @8kyro88]

@jasonschips Tarluz set to benefit a lot as a major supplier to Corning

[Kyro @8kyro88]

@teortaxesTex i guess ur saying that Zhongji Innolight stock only up from here (no more sanctions from US House)

[Kyro @8kyro88]

@yacineMTB you're wrong, they're launching ultrafast inference this week, no one else has it

Will be a big win for OAI

[Kyro @8kyro88]

@tphuang what happens when the bubble bursts?

[Kyro @8kyro88]

@Gaetano2026 Zhongji Innolight is the majority supplier for 800G modules to Nvidia & AMD

https://t.co/3HkQvqxBMi !!

[Kyro @8kyro88]

@citrini muse has a lot to learn from doubao

CPU stocks 🚀

[Kyro @8kyro88]

@pequityresearch Have been saying this forever, Zhongji Innolight is the majority supplier for 800G modules to Nvidia & AMD

https://t.co/3HkQvqxBMi !!

[Kyro @8kyro88]

CHINA QUICK TAKE:

1/ EDGE AI STOCKS RALLYING!!! ROCKCHIP, ESPRESSIF, BEKEN ALL UP >10% TODAY. Investors pricing in more AI inference on device

2/ $TCEHY UP 6% ON RELEASE OF NEW HUNYUAN IMAGE AI MODEL

3/ MONTAGE, JUCHEN UP 6% ON CPU DEMAND GIVEN META MUSE

4/ https://t.co/tO41A79d4x DOWN 7% ON DATA PRIVACY NEWS

@jukan05 @teortaxesTex @zephyr_z9

[Kyro @8kyro88]

@SemiAnalysis clearly left some major segments of the Chinese stock market out of the picture... they're killing it on optics, semi equipment, memory

[SemiAnalysis @SemiAnalysis_]

We tracked China's STAR Market semiconductor IPOs since Jan 2025, 13 in total with 60 days of trading, from IPO price → first-day close → day 60. All four chip designers are red from the first close, though none below issue. Packaging & test fared better: 3 of 4 green.

[Kyro @8kyro88]

@SemiAnalysis_ why'd you leave out optics??

[Kyro @8kyro88]

@kyleichan Hard disagree on chip export controls... dario literally says "Do not sell powerful AI chips or semiconductor manufacturing equipment to China", it'll have to be a part of the convo

[Kyro @8kyro88]

@yacineMTB is there a moat in Chinese AI labs not open sourcing and just licensing? u think ant/oai can release cheaper models?

[Kyro @8kyro88]

looks like chip export controls are left for Xi and Trump

[Leo Schwartz @leomschwartz]

On a potential AI slowdown, Treasury Sec. Bessent said that the U.S. and China discussed a mechanism called the U.S.-China AI dialogue and have agreed to meet again.

The U.S. proposed a notification mechanism between the two countries and “we want a shared vision of common goals and threats.”

The notification system for incidents would be whether something rises up to the national security level from AI.

“We think that just like any cross-border activity, moving from opaque to more transparency between the number one and number two AI powers in the world is very important.”

U.S. trade representative Jamieson Greer said that U.S. chip export controls were not on the agenda.

[Kyro @8kyro88]

@paurooteri At this rate the bottleneck prob shifts from lithography to the capacitor itself. Maintaining capacitance while controlling leakage, aspect ratio, and tRFC is super tough so lets watch whether CXMT’s next node can match the Big Three on density without giving it back on yield

[Kyro @8kyro88]

@teortaxesTex everyone's doing it though...

[Kyro @8kyro88]

$AMD just crossed 1T in market cap

Good reminder that a lot of their software stack is built in Shanghai

[Kyro @8kyro88]

@RYANHINGSHING $YMTC + $CXMT 🚀🚀🚀

[Kyro @8kyro88]

@jukan05 $CXMT + $YMTC 🚀🚀🚀

[Kyro @8kyro88]

@dylan522p @jukan05 don't forget singapore! +HK financing

[Kyro @8kyro88]

@damnang2 what kind of things would you research?