This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma.
Receive this weekly newsletter keeping 45k+ investors in the loop
1. NVIDIA’S Genius Partnership With OpenAI May Be About More Than You Think
- OpenAI and NVIDIA announced an audacious alliance under which the latter will invest $100 billion in the former
- That investment will be staged to coincide with each completed gigawatt of compute capacity, up to ten gigawatts in total, which the two companies are planning to jointly install
- Is this NVIDIA cutting out the middleman and setting up their very own private hyperscale enterprise to lease their GPUs directly to OpenAI? Uh oh!
2. Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways
- Micron Earnings Call Analysis: AI Memory Tailwinds Getting Stronger as Servers, Smartphone, PC Demand Converge
- MediaTek Sharpens Flagship Push, Aiming for 40% Global Market Share… Also, Exploring U.S. Production Set Up
- KYEC (2449.TT): The Recent Upward Momentum in the Share Price Has Been Driven by Strong Fundamentals
3. TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026
- Taiwan Semiconductor (TSMC) – ADR (TSM US) 2Q25 growth likely reaches ~39% YoY with upside risk if 4Q25 outperforms.
- Apple (AAPL US) remains the anchor customer driving N2 ramp in 2026.
- Since 2nm technology will be widely adopted starting in 2026, revenue growth is projected to be around 25% YoY.
4. KYEC (2449.TT): The Recent Upward Momentum in the Share Price Has Been Driven by Strong Fundamentals
- NVIDIA Corp (NVDA US)’s GPUs and AI chips have been tested at King Yuan Electronics Co, Ltd. (2449 TT) facilities for the past three years.
- The recent upward momentum in the share price has been driven by strong fundamentals.
- ASE Technology Holding (ASX US)/SPIL is trying to enter the burn-in testing space, but its equipment still lacks full certification from NVIDIA Corp (NVDA US).
5. MHI (7011 JP): Laser Power Transmission Positive, Political Support Unclear
- Laser wireless power transmission technology opens new defense, dual-use and civilian market opportunities.
- Japanese politicians inclined to spend more on defense, but worried about the national budget. Likely to split the difference between 2% of GDP and Trump’s demands.
- Aircraft, Defense & Space to drive sales and profit growth through 2030. Buy on dips for the long term.
