🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-27 01:09:03时区推断·⟳ 抓取 06-03 19:00:18回填·⚡ 决策 06-17 06:28:00·132.6 天前
KOL汇总AI算力供应链多处瓶颈与短缺（CPU/光刻胶/电力/光模块等）
📄 原文Serenity↗ 原文
TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:…
不做 AMD.US
KOL清单帖汇总近期旧闻（CPU比例/SSD涨价等），标的为大盘股，缺乏短期未被定价的单一强催化，无交易edge
不做 TSM.US
KOL清单帖汇总旧闻，大盘代工龙头对推特清单不敏感，长期逻辑已充分定价，无短期edge
不做 AMAT.US
KOL清单帖汇总旧闻，半导体设备大盘股缺乏短期超预期催化，无交易edge
不做 DOW.US
光刻胶溶剂短缺对大盘化工股整体业绩弹性极小，清单帖炒作无实质基本面驱动
不做 INTC.US
CPU推理比例上升为长期架构讨论且非新消息，公司基本面较弱，清单帖无法构成短期催化
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展开原文 · 1,931 字
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.
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.
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