Zephyr
@zephyr_z9
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DMs are open Subscribe on X to read my articles on tech, AI, semiconductors
Joined August 2023
Flux 2 is here LFG!!!
FLUX.2 is here - our most capable image generation & editing model to date. Multi-reference. 4MP. Production-ready. Open weights. Into the new.
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Lmao Btw SOI wafers are required for SiPh and RF chips The more optics demand, the more SOI wafers required
Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to, and that's exactly what Soitec has done. Recently, it discovered a new application for
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>be me >junior hedge fund analyst >MD wants "alternative assets" >assigns me Labubu futures on Kalshi >build 50-page deck on blind box variance >backtest smirk-to-price correlation >go long Pop Mart, short Labubu hype >perfect market neutral trade >release day: all commons
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DeepSeek will be back when V4 drops
$NVDA BEAR Calendar Q4 2024 - What is the AI ROI? Q1 2025 - DEEPSEEK!! Q2 2025 - China Market Completely Gone! Q3 2025 - Circle Financing! Q4 2025 (NOW) - $GOOGL TPUs will take all the lunch!
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AMD was fucked from the beginning They had to give away 10% of the company to OAI AMD's TAM goes down when TPUs enter the fray
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Interesting "TSMC's current capacity is still short by about 3 times," and advanced process capacity is "not enough, not enough, still not enough."
TSMC CEO C.C. Wei : Advanced processes are not enough, still not enough TSMC, the leading wafer foundry, has once again received international recognition. Chairman and CEO C.C. Wei and former Chairman Mark Liu were jointly awarded the Robert N. Noyce Award, the highest honor
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Optics....
Networking and Electrical equipment are going to be incredibly important as we scale OUT and scale ACROSS. "Over the next five years, the expectation is that there will be about 124 gigawatts of capacity to be brought online, or an equivalent of more than 70 million GPUs to be
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The rumors of Nvidia's demise after Meta TPU deal are greatly exaggerated
The rumors of OpenAI's demise after Gemini 3 launch are greatly exaggerated
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We’ve written an update on $ACMR, available at https://t.co/to9vKAZskg. The story has only gotten better since January, with ACMS up 50%+ in China and China’s semi capex growth being supercharged by the country’s own AI spending wave. 1/7
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Throwing numbers out
Then, we extrapolated out these results to the whole economy. These task-level savings imply that current-generation AI models—assuming they’re adopted widely—could increase annual US labor productivity growth by 1.8% over the next decade.
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Application layer will be eaten by the model providers
when lawyers with no technical training ask Gemini 3 to replicate expensive SaaS so they can stop paying for marked up intelligence This is the squeeze microeconomics predicts
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Another killer $BABA report! 耶! Acceleration to +15% like-for-like revenue growth vs +10% last Q. Cloud +34% vs +26% last Q. Quick commerce rev +60% (huge S&M spend, but winning the war?). Massive cloud capex continues (RMB120bn LTM), 9th Q of triple-digit AI-rev growth. 太棒了!
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They didn't deny the rumors Instead they talked about 2028 production capacity
三井金屬 2025年11月25日 關於台灣高頻基板用電解銅箔「VSPTM」的一些報導 今日，在台灣內，有關本公司高頻基板用電解銅箔「VSPTM」發生重大品質問題，並從主要客戶的供應鏈中排除等不明來源的一些報導，但並無此類事實。
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WOW A big boost to agentic capabilities are coming
Let’s see if @Grok 5 can beat the best human team @LeagueOfLegends in 2026 with these important constraints: 1. Can only look at the monitor with a camera, seeing no more than what a person with 20/20 vision would see. 2. Reaction latency and click rate no faster than human.
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Grift shall continue until morale improves
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Reticle size limit for EUV is 26mm x 33mm Reticle size limit for High NA EUV is 26mm x 16.5mm We need more & more AP when High NA is adopted
Lots of money will be made in the Advanced Packaging industry in the next 3-5 years
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