Just a semi recap TLDR:- $Corning(GLW.US) glass br

Just a semi recap TLDR:

- $Corning(GLW.US) glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term

- $SpaceX(SPCX.US) Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.

- PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment

- DeepSeek and Zhipu are developing custom ASICs to bypass $NVIDIA(NVDA.US) (kinda expected by now).

- Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think.

- US admin pressured $Apple(AAPL.US) to source from $Intel(INTC.US), in exchange for tariff exception. Kinda pressuring alignment away from TSM.

- $Taiwan Semiconductor(TSM.US) plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month

- Hanmi Semiconductor is entering the CoWoS packaging equipment market

- $NVIDIA(NVDA.US) and NTT hosting a conference July 24th to discuss CPO strategies.

- 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr.

- Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production).

- AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines.

- Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging.

- CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain.

- KYEC $1.4B investment into US for $Taiwan Semiconductor(TSM.US) Arizona output test facilities. Lot of these players like $Amkor Tech(AMKR.US) and others should go brr in 2028.

- $Intel(INTC.US) CEO warned last month that helium could hinder the manufacturing costs and delivery times of AI chips

- 3D NAND word lines are shifting from Tungsten to Molybdenum starting at the 375-layer node

- SambaNova secured JPM for AI inference and raised $1B at an $11B valuation.

- HBM prices projections to double in 2027 as $NVIDIA(NVDA.US) Rubin platform drives demand.

- $Micron Tech(MU.US) provides $500 million in funding to support GlobalWafers' US manufacturing capacity

- $Meta Platforms(META.US) 'Iris' will enter mass production in September via $Broadcom(AVGO.US) and TSMC and Meta aims to double computing power to 14GW by 2027.

- Largan Precision has secured its first CPO FAU order, mass production slated for middle of next year (kinda indication around Foci and others).

- Samsung and SK Hynix have delayed the implementation of hybrid bonding packaging technology for HBM4 apparently

- Memory costs (DRAM/NAND) have reached 60% of the BOM for sub-$400 smartphones, causing a severe volume contraction.

- SK Hynix successfully rasied $26.5 billion through a Nasdaq ADR

- $Tesla(TSLA.US) issued procurement guidelines requiring suppliers to reach weekly production of 1,000 units by September and double to 2,000-2,500 by year end for its 3rd gen Optimus robot. Apparently Alliance Technology and A-Link may be in this supply chain harmonic reducers and vision lenses?

Kinda go through all this stuff every day, but don't wanna be a news reporter so just consolidated stuff I found interesting.