aQuocka

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@wallstengine The values are much higher now. And ofc, these are just the commons.

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@Vectral555 Intel 40th Anniversary i7-8086k wasn't 4 years old, but it launched at $425 which is $560 in today's dollars.

It's whatever, just a novelty SKU.

5500X3D exists.

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@TheStalwart Which whey?

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@jukan05 A: No. The DRAM industry "earns in one year and lives off it for ten" — it's a different industry, not comparable.

Is he suggesting memory hasn't broken cyclicality?

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@ContrarianCurse Yeah I don't own enough semicap

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@fabknowledge And we've also seen the architectural shifts too. Preventing overbuild allows for supply to better fit the demand when needs change.

[Jukan @COMPUTEX @jukan05]

Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised upward from the prior 10,000+ units in 2026 to 50,000+ units across 2026–2027.

According to industry sources, Hon Hai Group is producing the all-optical CPO switch racks at its Vietnam plant and has already begun early shipments to NVIDIA. Supply is reportedly extremely tight — even the units originally allocated for demo purposes have been diverted to NVIDIA, leaving "not a single rack to spare."

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@insane_analyst Somebody forgot to update their robot.

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@zephyr_z9 Margin growth is crazy. Everything is sold out. The only thing slowing them down is supply.

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@zephyr_z9 Then again, the battle royale craze completely offset the 2016-2018 memory and crypto cycle.

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@zephyr_z9 It's cheaper :)

and Intel is back. Advantest and Teradyne will continue to kill earnings.

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@jukan05 Google better pray this story did not come from inside. "He" will not be happy.

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@Mike10947310 https://t.co/yLpiW3sfF5

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@ConsensusGurus $ARM sympathy

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@DratchCap @FundaAI yeah, goog is desperate for an avgo alternative. mtk isn't helping

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@MrMilli79 @jukan05 @gnievchenko TWD

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@buccocapital It's simple, you buy $TSEM no matter what.

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@TechLevelUp_ @KristinaParts Semi accurate, different outfit, one of the OG journalists. Very apt name actually. Charlie demerjian's work is often semi-accurate.

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@jukan05 neg $AVGO on 'significantly uncertain' MTK TPU share gain?

I think it was Fubon who sees AVGO in TR3.5 & TR4? So conflict there.

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@BenBajarin @zephyr_z9 Who can even meet LITE laser quality? Must be all internal and ASP just goes up.