Offshore
Photo
Jukan
SCMP: DeepSeek’s next-generation model reportedly has trillions of parameters, and the sharp increase in model size has slowed down training speed. As a result, the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. https://t.co/Hq57648BSb
tweet
SCMP: DeepSeek’s next-generation model reportedly has trillions of parameters, and the sharp increase in model size has slowed down training speed. As a result, the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. https://t.co/Hq57648BSb
New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year, including Zhipu GLM-5 and MiniMax M2.2. https://t.co/q8N31dhbFb
Meanwhile, despite widespread speculation about V4, DeepSeek is expected to only release a minor upgrade to V3 due to additional time needed to train its next flagship trillion-parameter model, a source said.
h/t Beijing colleague Ben Jiang tweet
Michael Fritzell (Asian Century Stocks)
RT @ArenaManCapital: Conclusion thus far: IMO, LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing, but concentrated, original thinking investors who know their subject matter are safe.
tweet
RT @ArenaManCapital: Conclusion thus far: IMO, LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing, but concentrated, original thinking investors who know their subject matter are safe.
Today, what edges do humans have over machines in investing? The edges I see in machines over humans are emotional and research/knowledge. tweet
X (formerly Twitter)
ARENA MAN CAPITAL (@ArenaManCapital) on X
Today, what edges do humans have over machines in investing? The edges I see in machines over humans are emotional and research/knowledge.
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @DavidInglesTV: Markets in Asia are getting shredded on Monday. Indonesia and Korea down over 5% each; commodities tossed out the window https://t.co/j4p6urVQHi
tweet
RT @DavidInglesTV: Markets in Asia are getting shredded on Monday. Indonesia and Korea down over 5% each; commodities tossed out the window https://t.co/j4p6urVQHi
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Just sent to you email inboxes (free to read) https://t.co/pKstcnZxua
tweet
Just sent to you email inboxes (free to read) https://t.co/pKstcnZxua
tweet
Jukan
>>TrendForce: Full-Scale Memory Price Increase Forecast for Q1 2026
• According to TrendForce’s latest memory industry report on February 2, with AI and data center demand continuing to expand in Q1 2026, the global memory supply-demand imbalance is deepening, further strengthening the pricing negotiation power of original manufacturers. Reflecting this, TrendForce has comprehensively raised its QoQ price increase forecasts for all DRAM and NAND Flash product categories in Q1.
Conventional DRAM contract prices: previously QoQ +55–60% → revised upward to +90–95%.
NAND Flash contract prices: previously QoQ +33–38% → revised upward to +55–60%.
In addition, the possibility of further upward adjustments in the future is not ruled out.
tweet
>>TrendForce: Full-Scale Memory Price Increase Forecast for Q1 2026
• According to TrendForce’s latest memory industry report on February 2, with AI and data center demand continuing to expand in Q1 2026, the global memory supply-demand imbalance is deepening, further strengthening the pricing negotiation power of original manufacturers. Reflecting this, TrendForce has comprehensively raised its QoQ price increase forecasts for all DRAM and NAND Flash product categories in Q1.
Conventional DRAM contract prices: previously QoQ +55–60% → revised upward to +90–95%.
NAND Flash contract prices: previously QoQ +33–38% → revised upward to +55–60%.
In addition, the possibility of further upward adjustments in the future is not ruled out.
tweet
Offshore
Photo
Chips & SaaS
RT @dnystedt: TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:
2026
Apple, Qualcomm 2nm smartphone chips
AMD 2nm CPU
2027
AMD MI-series GPUs on 2nm
Google 8th-gen TPU AI chip in Q3
AWS Trainium 4 AI chip in Q4
2028
Nvidia Feynman GPU on TSMC’s A16 process $TSM $AAPL $QCOM $AMD $GOOGL $AMZN $NVDA #semiconductors #semiconductor https://t.co/kTnH81np1B
tweet
RT @dnystedt: TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:
2026
Apple, Qualcomm 2nm smartphone chips
AMD 2nm CPU
2027
AMD MI-series GPUs on 2nm
Google 8th-gen TPU AI chip in Q3
AWS Trainium 4 AI chip in Q4
2028
Nvidia Feynman GPU on TSMC’s A16 process $TSM $AAPL $QCOM $AMD $GOOGL $AMZN $NVDA #semiconductors #semiconductor https://t.co/kTnH81np1B
tweet
Offshore
Photo
Chips & SaaS
RT @semivision_tw: 🤑NVIDIA CEO Jensen Huang has wrapped up his Taiwan visit and departed his hotel at noon today (the 2nd) to catch a flight back to the U.S.
Just before leaving, he delivered a major surprise to Taiwan’s tech fans and investors. Huang personally confirmed that he will attend Computex Taipei 2026 this June, and hinted that there will be a “very important” technology announcement at the event.
Even before the show begins, the news has already ignited widespread buzz.
tweet
RT @semivision_tw: 🤑NVIDIA CEO Jensen Huang has wrapped up his Taiwan visit and departed his hotel at noon today (the 2nd) to catch a flight back to the U.S.
Just before leaving, he delivered a major surprise to Taiwan’s tech fans and investors. Huang personally confirmed that he will attend Computex Taipei 2026 this June, and hinted that there will be a “very important” technology announcement at the event.
Even before the show begins, the news has already ignited widespread buzz.
tweet
Offshore
Photo
Chips & SaaS
RT @TheStalwart: "Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales." https://t.co/7GCycPmPJB
tweet
RT @TheStalwart: "Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales." https://t.co/7GCycPmPJB
tweet
Offshore
Photo
Chips & SaaS
RT @wallstengine: South Korea’s Kospi fell 5.3% (its biggest drop since April), with Samsung Electronics and SK hynix down more than 6% each and futures triggering a halt in program trading. https://t.co/ozp24Npyrq
tweet
RT @wallstengine: South Korea’s Kospi fell 5.3% (its biggest drop since April), with Samsung Electronics and SK hynix down more than 6% each and futures triggering a halt in program trading. https://t.co/ozp24Npyrq
tweet
Chips & SaaS
1/5 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
2/2 $FN $RMBS
2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS
Pre-mkt $TER
2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF
Pre-mkt $VSH
2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI
Pre-mkt $ASX $LIN $SONY
2/9 $AMKR $ICHR $ON
tweet
1/5 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
2/2 $FN $RMBS
2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS
Pre-mkt $TER
2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF
Pre-mkt $VSH
2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI
Pre-mkt $ASX $LIN $SONY
2/9 $AMKR $ICHR $ON
tweet
Chips & SaaS
RT @dnystedt: 5/5 Nvidia CEO Hiring in Taiwan
“We need a much larger facility here because we’re hiring so many people. As you know, Nvidia is growing very fast, and also at a very large scale. So, the chip design and supporting chips and packaging and assembly and test, systems engineering is so complicated for us now. And so we have so many partners here and our supply chain is expanding so we need a lot more engineers...”
tweet
RT @dnystedt: 5/5 Nvidia CEO Hiring in Taiwan
“We need a much larger facility here because we’re hiring so many people. As you know, Nvidia is growing very fast, and also at a very large scale. So, the chip design and supporting chips and packaging and assembly and test, systems engineering is so complicated for us now. And so we have so many partners here and our supply chain is expanding so we need a lot more engineers...”
tweet