Gnosly Feed - semiconductor

AI Infra & Semiconductor Weekly Supply Chain Radar...

Tue, 10 Nov 2026 14:19:53 +0000

AI Infra & Semiconductor Weekly Supply Chain Radar 009 (9 November 2026). U.S.- China Demand Diverges Across DRAM and eSSD.DRAM remains Very Tight despite another slight easing.Lead times fell to 18 weeks, while regional demand divergence are becoming more visible across both DRAM and eSSD. TrendForce Corp. is now tracking 6 components continuously (GPU, DRAM, NAND, HDD, ABF, MLCC), each with a supply status, its current lead time against the balanced level, and one line of interpretation.Credit to TrendForce for the visual.The technology landscape is changing fast. Understanding what is driving that change matters.Follow me 👉 Andrew Chan Yik Hong for insights on semiconductors, AI and the forces shaping the industry.From geopolitics and global supply chains to industrial policy and the business of technology, I connect the dots on what is changing and why it matters. Ring the bell 🔔 to stay connected.💬 What’s your perspective? Join the conversation in the comments, repost this with your network or leave a like.

Semiconductor free cash flow has rocketed, while hyperscaler cash flow has gone negative

Fri, 02 Oct 2026 06:34:14 +0000

Semiconductor free cash flow has rocketed past $400 billion, while hyperscaler cash flow has gone negative

Hedge funds are rapidly dumping chip stocks:Semico...

Thu, 27 Aug 2026 06:06:48 +0000

Hedge funds are rapidly dumping chip stocks:Semiconductor and semiconductor equipment stocks now account for ~16% of total global hedge fund market exposure, near their lowest in 6 months.This percentage has declined -8 points since its June peak.However, exposure still remains double the levels seen in November 2025.To put this into perspective, semiconductor stocks accounted for ~6% of global hedge fund exposure on average in 2024 and 2025.Meanwhile, software and services stocks now account for just ~2% of hedge funds' portfolios, near the lowest level on record.Hedge funds are locking-in massive profits in chip stocks.