Deep|Optics: 6D Torus Points to a 4x Uplift in Optical Content per TPU
Key takeaway
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Research|Optics & Power: OCP APAC Summit Takeaways
We attended the OCP APAC Summit in Taipei this week.
Weekly|Scale-Across, Capacity Constraint Everywhere We Look, Memory ASP Normalization Is Healthy, GOOG Consolidation Over Brain Drain, LITE & COHR, NBIS, AMAT, AMD, SMTC, FUNDA Product Day
Earnings season is winding down, and the striking thing about the tail of it is how uniform the message has become: the constraint is capacity, not demand, and it is the same constraint in every part of the stack we cover.
Research|SNDK Investor Day 2026: Focus Shifts to Earnings Sustainability
The Long-Term Sustainable Model SanDisk presented at its Investor Day reinforces the view we set out in our takeaway from the Future of Memory and Storage Conference 2026
FUNDA Product Day
Recently investors are curious about the new Plays and keep asking to see them in more detail.
Review|NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong
Key Takeaways
Deep|Optics: The Scale-Across TAM Is Taking Shape
Scale-across moved into design wins, order books, and TAM guidance this earnings season.
Research|Takeaways from the Future of Memory and Storage Conference 2026
We attended the Future of Memory and Storage conference (FMS) last week.
Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation
Our read on the Google AI leadership changes is a bit different from the market’s initial reaction.
Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print
After a week that broke momentum, this one sorted the tape by delivery.