Authors

Subscribe:.rss.atom.json.md

Publishes 1 feed

• Andrew Lu on global semis and techs

  See through the semiconductor and technology trends and invest companies with their core competitiveness.

  22 posts · theirs

Lately

• Time to switch to TPU/ASIC supply chain

  Andrew Lu on global semis and techs · 2026-08-21

• By placing chips orders, OpenAI/Meta each will get 10% almost free AMD shares but Google will get 6.6% costly Marvell shares

  Andrew Lu on global semis and techs · 2026-08-19

• Risks not on capex but on rising MOI at key memory customers

  Andrew Lu on global semis and techs · 2026-08-16

• What to invest if AI token factories become commodity factories?

  Andrew Lu on global semis and techs · 2026-08-12

• Global semiconductor and technology daily news summary

  Andrew Lu on global semis and techs · 2026-08-10

• Finding winners and losers post July sales?

  Andrew Lu on global semis and techs · 2026-08-10

• Can Nvidia really cut Rubin Ultra HBM memory?

  Andrew Lu on global semis and techs · 2026-08-07

• What AMD, SpaceX, Astera Labs say about AI demand to drive post market down?

  Andrew Lu on global semis and techs · 2026-08-04

• Comparing top 5 hyperscalers after Amazon reports AWS sales/profits to accelerate

  Andrew Lu on global semis and techs · 2026-07-30

• What Meta & Microsoft report about the sales and capex to result in an opposite movement

  Andrew Lu on global semis and techs · 2026-07-29

• Don‘t be confused by Nvidia's US$250bn backstop on OpenAI

  Andrew Lu on global semis and techs · 2026-07-28

• Impacts to ASML and TSMC if China made DUV machine is ready to ship？

  Andrew Lu on global semis and techs · 2026-07-27

Everything on this page was read from markup Andrew Lu on global Semi/Techs published — a rel="me" link, an h-card, or the feed’s own author element. Nothing was inferred from anywhere else. To correct or remove it, get in touch. Machine-readable: JSON