Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Teach-in Series 7 - OEM/Brands
Where chips become products — and the demand that pulls the whole chain
Teach-in Series 6 - OSAT & Advanced Packaging
Assembly, test, and the packaging revolution reshaping the back end Executive summary OSAT — outsourced semiconductor assembly and test — firms take finished wafers and turn them into packaged, tested chips. Historically the lowest-margin link in the chain, the back end has been transformed by advanced packaging: chiplets, 2.5D/3D
Teach-in Series 5 - Foundries
The contract chip manufacturers — and TSMC’s extraordinary dominance
Teach-in Series 4 - Fabless & System Companies
The chip designers — and the system makers now designing their own silicon.
Teach-in Series 3 - IDM
Companies that design and manufacture their own chips — memory, analog, power, and Intel.
Teach-in Series 2 - EDA & IP
The design-enabler layer of the chip economy — the software and reusable IP that make every chip possible. A companion to the Equipment & Materials primer.
Teach-in Series 1 - Semiconductor Equipment & Materials
The capital-equipment and materials layer that enables all semiconductor manufacturing — its structure, economics, leaders, and strategic risks.
After the Hottest IPO Debut (Cerebras) of the Year, Will SpaceX Top Over It, and What Next?
Cerebras Systems’ explosive Nasdaq debut has propelled the chip designer into the $100 billion club, boosting AI infrastructure landscape yet again, as it pivots from hardware sales to a direct cloud offensive against titans like Google and Microsoft. With OpenAI once eyeing the company as a "secret weapon"
Cerebras IPO, US-China Talk Kick-Off in Seoul, Jensen Huang’s Last-Minute Invite, Alibaba/Tencent Results and more — Fueling another Rally or Forging a Rivalry?
AI is pivoting toward a "transactional infrastructure" phase, where the focus has shifted from general AI hype to the specific mechanics of deployment and trade. In the semiconductor space, capital is aggressively chasing inference-specialized hardware to solve the high-latency bottlenecks currently stalling real-time AI applications.
It’s Getting Hotter and Hotter, What’s the Next Wave in Semiconductors?
The semiconductor industry is officially entering its $1 trillion era, fueled by a massive $600 billion hyperscale capex surge projected for 2026. Industry consultants view this as a structural revolution beyond cyclicals. As the market begins to look past GPUs & Hyperscalers, the question remains: what will the next wave
Strategy’s Potential BTC Sell-Off or Circle’s Stablecoin Takeover: Will Crypto Fly or Tank?
Is crypto market yet at another historical crossroads? Bitcoin treasury firm Strategy signals it might break the “never sell” approach to the flagship crypto BTC. Meanwhile, U.S. lawmakers are updating the rules of stablecoin adoption, which could be a net win for the sector. Reading between the lines, what
