TSMC 3Q26 Preview: 2027 Price Increases Should Hold Margins; Further Share Upside from Here
We expect January 2027 price increases to roughly offset wider 2nm and overseas dilution, holding gross margin near 65-67%; 2027 capex is the...
92 Views
The Blade Weekly: AI Chip Financings Pass US$150bn as OpenAI's Revenue Lands US$20bn Below Reports
The week was really about debt. Anthropic, SpaceX and OpenAI lined up more than US$150bn of financing plans for chip orders in the space of a few...
85 Views
The Blade Weekly: Micron Customers Post US$32bn of Deposits, Broadcom Lends Anthropic up to US$42bn
When buyers prepay their suppliers and suppliers finance their buyers in the same week, everything is feeling a bit too 'circular'.
120 Views
Taiwan Dual-Listings Monitor: UMC, ASE and ChipMOS Above +1 SD Band; Short the ADR Spread
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
120 Views
TechChain Insights Q&A: What Makes an AI Rack Hard to Build: Rails, Integration and Switches
What makes an AI rack hard to build: a rail qualified into the tray, rack integration to an operator's own design, and a switch engineered around a...
96 Views