Semi Doped - 'The Daily Brew of Semiconductors,' a Substack of daily semiconductor news and technical analysis co-written by RF-semiconductor PhD Vikram Sekar and Chipstrat's Austin Lyons; a two-author publication, not a single-writer newsletter.
Wolfspeed's broad patent suit targets Navitas's entire portfolio, a bad look for Navitas
Memory prices keep ripping as AI demand tightens supply and buyers pay up anyway
Anthropic's Australia data center push directly lifts the country's largest listed AI operator
A $25B expanded AI power deal guarantees long-term fuel cell demand for the supplier
AI-server MLCC demand outruns supply into 2H26; pricing power lifts the pure-play leader Murata.
A US listing at a $28-29B valuation surfaces value the Korean market ignored, drawing big buyers
No calls extracted yet — pending review.
No calls extracted yet — pending review.
China's largest DRAM maker rides the memory boom into IPO with 700% revenue growth and big-tech deals
Turning idle GPUs into a merchant cloud business gives a new high-margin cash cow beyond ads
AI winners will be the ones who own the routing layer and efficiency, not raw model capability
AI's physical layer is the market's profit engine and memory is its bottleneck, so Micron's pricing power compounds.
Selling excess AI compute turns huge capex into new profit, market misreads it as compute peaking
Neoclouds get gutted as their biggest customers turn into competitors selling compute directly
Nonpayment risk on a $300B AI contract undercuts the buildout economics and pressures the stock
