Notes

Knowledge base：expert call 等，按时间从新到旧

Concentric Analgesics: Postsurgical Pain — Dr. Matthew Swisher Analyzes the Clinical and Commercial Potential of Its Phase 3-Ready Asset Vocacapsaicin (CA-008)

#pharma #healthcare

GuidePoint · 2026-10-10

2026.10.10 · GP · Power

ERCOT Data Center Power Outlook

Data Center Power in ERCOT: Post-Election Outlook and Energy Pricing With the VP of a Cooperative Generator

#power #datacenter

GuidePoint · 2026-10-10

2026.10.10 · GP · Biotech

Li-Fraumeni Syndrome Therapies KOL

Li-Fraumeni Syndrome: Dr. Thai Ho Reviews the Landscape and Emerging Therapies

#pharma #healthcare

GuidePoint · 2026-10-10

2026.10.10 · GP · Insurance

Nvidia Insuring AI Chip-Backed Loans

P&C Insurance: Understanding the Structure and Risk of Nvidia Insuring AI Chip–Backed Loans

#financials #semis

GuidePoint · 2026-10-10

2026.10.10 · GP · Healthcare

Sharps Medical Waste Organic Growth

PE Series | Sharps Medical Waste Services: Can Small-Generator Retention and Routing Gains Restore Organic Growth Amid Treatment-Network Changes?

#healthcare

GuidePoint · 2026-10-10

2026.10.10 · 9K · SemiCap

ASML Expert: EUV Shipments 2026-28

ASML离职专家|ASML EUV出货预计由2026年约60台增至2027年约90台、2028年约110台，De Run与BIC North洁净室释放支撑扩产但零部件、人力及基础设施限制进一步上修，DUV同期由约130台增至180台且短期不受明显挤占，新Purchase Order中国区涨价约10%、三星与海力士上涨7%到8%

#semicap

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · PCB

Doosan Electronics Expert: CCL Capacity

斗山电子离职专家|现有CCL月产能约190万张，其中高速CCL出货约80万张M8占35万张，年底预计新增20万张产能；高速下游客户NV明年需求计划增量约70%，AWS和AMD要求翻倍；Rubin推动二代布与HVLP4升级，行业目前月供给约250万米或渐成瓶颈；普通电子布短缺预计延续至2027年一季度并继续支撑涨价

#pcb

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · GOOG

Google Expert: 3Q Ads, Gemini & TPU

谷歌离职专家|谷歌Q3广告增速预计较Q2略有放缓但传统搜索量仍增长接近6%、美国CPC同比高各位数增长，AI Overview内部广告coverage由年初4%到5%升至接近25%；Gemini API上季度末ARR达16B到17B，而TPU V8延迟及约55%算力供给Anthropic使C端产品扩张受限

#internet #llm

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · Optical

Shijia Photonics Ex-Expert: BOM Sourcing Rules

仕佳光子离职专家|光模块BOM整体可达到65%相关比例且对中际旭创、新易盛影响有限，但严格按产地或归属地认定美国来源将加大达标难度，高速率EML与高功率CW光源面临主要风险，薄膜铌酸锂和NPO路线相关比例分别不足65%及约为50%，海外高端产能缺口决定限制难以在普通商用领域全面实施

#optical #china

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · GOOG

Google Q3 Revenue & Product Channel Check

Merit 谷歌Q3收入及产品侧进展调研(2026-10-10 12:30:00)

#internet #llm #china

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · PCB

Overseas CCL Supply & Pricing Channel Check

Merit 海外CCL厂商如何看待产业供需及价格趋势调研(2026-10-10 16:35:17)

#pcb #materials

Meritco 久谦 · 2026-10-10

2026.10.10 · 9K · Optical

FCC Potential Restrictions Channel Check

Merit 近期美国FCC潜在限制调研(2026-10-10 21:00:00)

#optical #china

Meritco 久谦 · 2026-10-10

2026.10.10 · Substack · LLM

LLMs Going the Way of Go

Column|LLM: Going the Way of Go

#llm

Substack · 2026-10-10

2026.10.10 · Substack · Media

Newsletter Subscriber Update

More Value for Subscribers. Here’s What I’m Adding. Please Read!

#media

Substack · 2026-10-10

2026.10.10 · Substack · Weekly

Weekly: AI4S, Gemini 4, TSM & OCS

Weekly|AI4S, Gemini 4, TSM & ASML, MRVL and OCS, Muse, CRWV

#weekly

Substack · 2026-10-10

2026.10.09 · AC · Utilities

AI Hydropower Engineering Deep Dive II

AI+水利水电工程深度分析（下）：存量技改+新建配套+增值服务三轮驱动

#power #china

AceCamp · 2026-10-09 23:19 · article 70567882

2026.10.09 · AC · Media

AI Short Dramas After Token Price Cuts

AI短剧：Token降价后的内容工业重构，谁将是赢家？

#media #llm #china

AceCamp · 2026-10-09 22:20 · article 70567880

2026.10.09 · AC · Consumer

Bama Tea: Store Remodels & New Retail

门店改造和新零售成为八马茶业的增长引擎，茶空间继续向二三线城市下沉

#consumer #china

AceCamp · 2026-10-09 19:52 · article 70567876

2026.10.09 · AC · Chemicals

Tungsten Hexafluoride: Japan Not Halted

六氟化钨：日本并未停产

#chemicals #semis

AceCamp · 2026-10-09 18:38 · article 70567680

2026.10.09 · AC · Markets

AI Bubble Debate: Five Investors' Views

AI泡沫争论再起：五位投资人的风险判断与投资应对

#markets #ai-demand

AceCamp · 2026-10-09 18:04 · article 70567875

2026.10.09 · AC · Weekly

Weekly Research Update: SOFC, Optics & Power

本周研究更新_ Bloom Energy与SOFC金属供应链，Gemini 4 Argon体感优于Astra，Muse_Dots的CPU和终端需求，光通信激光加工产业链，FCC光模块监管进展与产业影响，AI服务器电源，AI for Science2026 年爆发，原奶涨价促底

#weekly

AceCamp · 2026-10-09 17:27 · article 70567874

2026.10.09 · AC · Materials

Semi Materials Supplier Memory Demand

半导体材料大厂来自国内存储需求，光刻突破或催化下一轮增长。向韩系原厂的供应进展，产能和供应链更新，工艺优势和竞争格局展望等。三星_海力士_长鑫

#materials #memory #china

AceCamp · 2026-10-09 16:47 · article 70567873

2026.10.09 · AC · Optical

Silicon Photonics vs EML & Dicing

硅光和EML路线技术和需求前景，相干光模块增长预期，激光器和隐切需求。晶圆切割供应展望，核心组件散热材料，NPO发展瓶颈等。Disco_德龙_Coherent_旭创_新易盛

#optical #semicap

AceCamp · 2026-10-09 16:45 · article 70567872

2026.10.09 · AC · PCB

CCL Copper Foil & PTFE Update

PCB CCL方向——铜箔市场_客户情况_供应及价格情况_PTFE进展_PCB材料

#pcb #materials

AceCamp · 2026-10-09 16:42 · article 70567871

2026.10.09 · AC · Power

AI Server HVDC & Rubin Power Modules

AI服务器HVDC——高功率与液冷散热升级_碳化硅等材料提升_Rubin架构电源模块价值量_全球竞争格局

#power

AceCamp · 2026-10-09 16:33 · article 70567870

2026.10.09 · AC · META

Muse: Execution-First Agent Strategy

Muse：执行优先的AI Agent战略布局与单位经济效益分析

#agents

AceCamp · 2026-10-09 16:07 · article 70567869

2026.10.09 · AC · Materials

Photoresist Supply Chain Channel Check

光刻胶产业链调研：卡位半导体先进制程材料国产化

#materials #semis #china

AceCamp · 2026-10-09 15:51 · article 70567868

2026.10.09 · AC · Materials

HBM4 Cleaning Fluids & Domestic ABF Film

HBM4 迭代驱动清洗液需求爆发，国产 ABF 膜迎商业化拐点

#materials #memory #china

AceCamp · 2026-10-09 15:46 · article 70567867

2026.10.09 · AC · SemiCap

SemiCap Leader: Supply Bottlenecks Cap Growth

半导体设备龙头：ASP上行之际受制于供应瓶颈，增长承压

#semicap

AceCamp · 2026-10-09 15:38 · article 70567866

2026.10.09 · AC · Markets

Four US Hiking Cycles Revisited

美股四轮加息复盘：利率从不单独杀人

#markets #macro

AceCamp · 2026-10-09 15:19 · article 70567863

2026.10.09 · AC · Media

Wandering Earth 3 Production & Release

《流浪地球3》上部定档2027春节档：14亿制作投入、3,800个特效镜头

#media #china

AceCamp · 2026-10-09 15:17 · article 70567862

2026.10.09 · AC · Semis

Auto SiC Pricing & OEM Strategies

车用碳化硅近况更新—价格走势、主要车企策略

#semis #auto #china

AceCamp · 2026-10-09 15:12 · article 70567861

2026.10.09 · AC · Packaging

Supernode Bottlenecks Pt.5

超节点还能再堆一代吗｜篇五：板材与封装赚的是分配权，毛利先于收入见顶

#packaging #pcb

AceCamp · 2026-10-09 15:05 · article 70567513

2026.10.09 · AC · Chemicals

Electronic-Grade TBAF for HBM Cleaning

电子级四丁基氟化铵分析—HBM晶圆清洗、需求量及替代品

#chemicals #memory

AceCamp · 2026-10-09 14:57 · article 70567860

2026.10.09 · AC · Industrials

Construction Machinery Leader Overseas Update

工程机械龙头近况更新—海外各市场情况及增速

#industrials #china

AceCamp · 2026-10-09 14:53 · article 70567857

2026.10.09 · AC · Power

European Gas Turbine Blade Supply Chain

欧洲燃气轮机大厂叶片供应链分析—采购量、各厂商份额及价格差异

#power #industrials

AceCamp · 2026-10-09 14:46 · article 70567856

2026.10.09 · AC · Semis

Edge SoC Channel Check: Wearables

端侧SoC调研_ 智能手表_眼镜新品导入, BES6100量产与客户切换, 耳机_无线麦克风出货结构等-聚焦三星_佳明_高驰_大疆_高通_小米等

#semis #consumer #china

AceCamp · 2026-10-09 14:32 · article 70567854

2026.10.09 · AC · Thermal

Rack Leader Expert: TIM & Diamond Copper

机柜大厂调研_GB_Rubin_计算托盘放量节奏,TIM方案升级及供应商竞争格局,GPU盖板金刚石铜_CVD金刚石方案-聚焦NVIDIA_鸿富诚_富烯_Element Six_Coherent_Diamond Foundry等

#thermal #datacenter

AceCamp · 2026-10-09 14:20 · article 70567853

2026.10.09 · AC · Fintech

US Online Payments Expert: Stripe & Peers

美国头部在线支付服务商：核心竞争优势及未来发展规划，头部AI客户收费模式，非支付业务增长潜力等 – PayPal_Adyen_Airwallex

#financials

AceCamp · 2026-10-09 14:16 · article 70567851

2026.10.09 · AC · Robotics

World Models Expert: Tech Paths & Costs

世界模型调研：技术路径演变及混合架构最新进展，头部模型公司数据来源及大致成本结构，中短期发展展望 - 群核科技_奥比中光_优必选

#robotics #llm #china

AceCamp · 2026-10-09 14:13 · article 70567852

2026.10.09 · AC · Thermal

Thermal Materials Leader Channel Check

散热材料大厂调研_TIM2需求增长及单柜价值量提升,Rubin Ultra硅流道路线,石墨烯垫片放量节奏-聚焦英伟达_墨睿科技等

#thermal #materials

AceCamp · 2026-10-09 12:54 · article 70567849

2026.10.09 · AC · PCB

Unimicron Origin Dispute & ABF Substrates

欣兴电子：产地争议收紧的是两岸调度，AI用ABF载板早已在台湾

#pcb #packaging

AceCamp · 2026-10-09 12:51 · article 70567834

2026.10.09 · AC · Materials

Aluminum Nitride Substrates: HBM4E & Enterprise SSD

氮化铝基板调研_ HBM4E高堆叠散热与混合键合路线, 企业级SSD热数据盘加速导入, UFS_车载等新增应用及供应链格局展望 - 聚焦旭光电子_三星_海力士_铠侠_英伟达

#materials #memory #china

AceCamp · 2026-10-09 12:49 · article 70567850

2026.10.09 · AC · Networking

Server Rack Expert: OCS, NPO & CPO

服务器机柜调研_八机柜直连及OCS远期扩展,NPO可维护性优势及CPO量产节奏,MMC连接器升级及光互联价值量提升-聚焦沪电_景旺_康宁_藤仓_住友_旭创_新易盛_天孚_Fabrinet_Lumentum_Coherent_源杰等

#networking #optical

AceCamp · 2026-10-09 12:43 · article 70567848

2026.10.09 · AC · Packaging

Japanese ABF Substrate Leader Expert

日系ABF载板龙头调研：AI驱动ABF载板需求倍增，锁定大客户订单至2029年

#packaging

AceCamp · 2026-10-09 12:23 · article 70567847

2026.10.09 · AC · Consumer

Anjoy Foods: Price Hikes in Weak Demand

安井食品跟踪：弱消费中的逆势提价与盈利改善

#consumer #china

AceCamp · 2026-10-09 12:00 · article 70567846

2026.10.09 · AC · Power

AI Infrastructure Grid Connection Bottleneck

燃机 2030 年产能售罄、变压器交期 128 周：AI 基建卡在接电这一关

#power #datacenter

AceCamp · 2026-10-09 11:14 · article 70567843

2026.10.09 · AC · Semis

AI Server CPU Pricing & Supply Expert

AI服务器-CPU市场调研：单核心价格变化，英特尔与AMD产品对比及最新供需变化，AI客户对对x86和ARM架构偏好等 - 英特尔_AMD_ARM

#semis

AceCamp · 2026-10-09 11:04 · article 70567844

2026.10.09 · AC · Optical

Optical DSP Supply & 800G/1.6T Outlook

光模块市场调研：DSP芯片最新供需表现，2026、2027年800G及1.6T市场供给量估计，NPO发展展望 - Marvell_Credo_Macom_MaxLinear_谷歌

#optical #networking

AceCamp · 2026-10-09 11:03 · article 70567842

2026.10.09 · AC · Memory

Japanese HDD Expansion Channel Check

日系HDD扩产调研_ 新增产能已全额售出且增量低于竞对, 供给默契未破; 新合约价已显著上行并锁定至2028年; 新产线良率的兑现风险, HAMR路线落后竞品的追赶方式

#memory

AceCamp · 2026-10-09 10:55 · article 70567840

2026.10.09 · AC · NET

North America CDN Leader Expert

北美CDN龙头算力需求潜在增量可观，大客户迁移案例，安全浏览器和GEO贡献展望，涨价和利润率趋势判断，员工Token消耗和模型应用等。CrowdStrike_AWS_Cloudflare

#cloud #security

AceCamp · 2026-10-09 10:47 · article 70567841

2026.10.09 · AC · Battery

Solid-State Batteries for AIDC, Drones & Robots

固态_半固态电池在AIDC储能、无人机、具身智能的市场容量和发展趋势

#battery

AceCamp · 2026-10-09 10:11 · article 70567839

2026.10.09 · AC · Auto

Auto Parts Leader Aluminum Business

某头部汽车零部件厂商：铝件业务上半年停滞原因，下半年及明后年增长空间及驱动力，相比竞争对手的优势

#auto #china

AceCamp · 2026-10-09 10:10 · article 70567838

2026.10.09 · AC · China AI

Doubao Expert: 5T Model Training

大模型行业调研-豆包：国内训练5T以上参数模型可行性及头部公司能力对比，租赁B300训练大模型模型可行性分析，2027年国产AI芯片用于模型训练侧展望 – DeepSeek_智谱_Kimi_阿里_昇腾_寒武纪

#llm #china

AceCamp · 2026-10-09 08:56 · article 70567806

2026.10.09 · AC · China AI

Doubao Expert: Distillation & Meta Muse Impact

豆包调研：模型蒸馏成本提升及对大模型迭代影响，Meta Muse对国内豆包等AI应用影响，互联网大厂AI投入策略变化等 – 阿里_腾讯_智谱_Kimi_DeepSeek

#llm #china

AceCamp · 2026-10-09 08:49 · article 70567807

2026.10.09 · AC · Power

HRSG Supplier Comparison for Gas Turbines

燃气轮机余热锅炉(HRSG)厂商对比分析—西子洁能_东锅_哈锅_上锅

#power #industrials #china

AceCamp · 2026-10-09 08:31 · article 70567836

2026.10.09 · AC · Optical

Driver & TIA Channel Check

Driver_TIA调研_ 1.6T份额年底有望升至30%-40%, 2027年锗硅产能计划翻倍, NPO项目进展, CPO量产瓶颈和时间线 - 聚焦Marvell_Macom_Tower_GlobalFoundries_博通

#optical #semis

AceCamp · 2026-10-09 · article 70567855

2026.10.09 · AC · Optical

FCC Rules & China Optical Modules

FCC与中国光模块：65%门槛传闻是否靠谱？后续将如何演进？

#optical #china

AceCamp · 2026-10-09 · article 70567835

2026.10.09 · TB · Software

Aiden Technologies Primer

Aiden Technologies

#software

Third Bridge · 2026-10-09

2026.10.09 · TB · Industrials

AirX Climate Solutions Primer

AirX Climate Solutions

#industrials

Third Bridge · 2026-10-09

2026.10.09 · TB · Robotics

China Robot Chips: Unitree Expert

China's Robot Chips Industry – Executive, Operations at Unitree Robotics (Ningbo) Co Ltd (Conducted in Mandarin)

#robotics #semis #china

Third Bridge · 2026-10-09

2026.10.09 · TB · Energy

CGC: Argentina Energy Potential

Compañía General de Combustibles – Unlocking Argentina's Energy Potential

#energy

Third Bridge · 2026-10-09

2026.10.09 · TB · Software

HCM Software: PE, AI & Competition

HCM Software Industry – Considerations Related to PE Ownership, AI & Competition

#software

Third Bridge · 2026-10-09

2026.10.09 · TB · Industrials

Makita: US Pro Power Tool Demand Pt.1

Makita – US Professional Power Tool Demand – Part 1

#industrials

Third Bridge · 2026-10-09

2026.10.09 · TB · Optical

Soitec Photonics Substrates & AI Datacenters

Soitec – Photonics Substrates & the AI Data Centre Surge

#optical #materials

Third Bridge · 2026-10-09

2026.10.09 · TB · Insurance

Travelers: AI & Technology Strategy

The Travelers Companies – AI Opportunity & Technology Strategy

#financials

Third Bridge · 2026-10-09

2026.10.09 · TB · Media

Vodafone Spain: Turnaround to Growth

Vodafone Spain – From Turnaround to Growth

#media

Third Bridge · 2026-10-09

2026.10.09 · TB · Software

Wolters Kluwer Legal AI & Platforms II

Wolters Kluwer – Legal & Regulatory AI & Platform Monetisation

#software

Third Bridge · 2026-10-09

2026.10.09 · GP · Insurance

Acrisure Organic vs Inorganic Growth

Acrisure: How Can This Insurance Broker Best Balance Its Organic and Inorganic Growth Opportunities Amid AI Changes?

#financials

GuidePoint · 2026-10-09

2026.10.09 · GP · Airlines

APAC Airlines Under High Jet Fuel

Airlines: What Could Break First for APAC Carriers at $200–$225 Jet Fuel?

#transport #energy

GuidePoint · 2026-10-09

2026.10.09 · GP · AMZN

Amazon India Quick-Commerce Push

Amazon: Can Its $3 Billion Indian Quick-Commerce Push Win Sustainable Share vs. Blinkit, Swiggy Instamart, Zepto, and Flipkart?

#internet #consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Consumer

Amer Sports Salomon Growth Outlook

Amer Sports: Discussing Salomon's Product Innovation, Pricing, Same Store Performances, and Further Growth Outlook (Call Held in Mandarin; Transcript Available in English)

#consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · BKNG

Booking.com: B2B & Agentic AI Threat

Booking.com: Can B2B and Connected Trip Drive US Share Gains Amid the Agentic AI Disintermediation Threat?

#internet #agents

GuidePoint · 2026-10-09

2026.10.09 · GP · Internet

DoorDash: Muse, AI & B2B Growth

DoorDash: Can Meta's Muse, AI, and B2B Grow Restaurant GOV?

#internet #consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Consumer

EU Athletic Footwear Channel Check

EU Athletic Footwear Channel Check: CEO of a Major Italian Retailer on 3Q26 Trends, Brand Performances, Inventory Health, and Order Book Development

#consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Consumer

EU Running Footwear Channel Check 3Q26

EU Running Footwear Channel Check: Chief Brand Officer of a Major Retailer on 3Q26 Sales Trends, Brand Performance, Inventory Health, and Order Book Development

#consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Software

Forethought: AI Customer Support Customer View

Forethought: Customer Perspectives on This AI Customer Support Platform

#software #agents

GuidePoint · 2026-10-09

2026.10.09 · GP · Housing

Gibraltar Roofing Accessories Distribution

Gibraltar: Former OmniMax Executive on Portfolio Integration, Rainware, and Roofing Accessories Distribution Dynamics

#housing

GuidePoint · 2026-10-09

2026.10.09 · GP · Media

Digital Ad Spend: 3Q26 Shifts & Outlook

Google, Meta, and ChatGPT Ads: $300 Million Media Agency Executive Discusses 3Q26 Budget Shifts and the Forecast for 4Q26 Digital Advertising Spend

#internet #media

GuidePoint · 2026-10-09

2026.10.09 · GP · Cloud

Azure & AWS Enterprise Demand Check

Hyperscalers: October 2026 Azure and AWS Enterprise Demand Outlook With a Strategic Partner

#cloud #ai-demand

GuidePoint · 2026-10-09

2026.10.09 · GP · Industrials

Grainger & Fastenal Fastener Pricing 4Q

Industrial Distribution: Grainger and Fastenal — Reads on 3Q26 Fastener Sales and Pricing Momentum and the 4Q Outlook

#industrials

GuidePoint · 2026-10-09

2026.10.09 · GP · Trucking

Kenan Advantage & Energy Price Impact

Kenan Advantage Group: How Could Higher Energy Prices and Any Subsequent Declines Impact the Business?

#transport #energy

GuidePoint · 2026-10-09

2026.10.09 · GP · Chemicals

Air Liquide BEYOND & Linde Gap

L'Air Liquide: Former Air Products SVP on BEYOND — Can It Finally Close the Linde Margin Gap?

#chemicals

GuidePoint · 2026-10-09

2026.10.09 · GP · Memory

Sold-Out HBM & Inference Workarounds

Micron and SK Hynix: Sold-Out HBM, Spot Contracted Prices at Four to Five Times Higher, and Inference Workarounds — Perspectives From a d-Matrix SoC Architect

#memory #semis

GuidePoint · 2026-10-09

2026.10.09 · GP · Software

Miter: AI-Native Construction Payroll

Miter: A Competitor Discusses This AI-Native Construction Payroll, HR, and Accounting Platform

#software

GuidePoint · 2026-10-09

2026.10.09 · GP · Internet

Newfold Digital: GenAI & WordPress Exposure

Newfold Digital: Former Executive Discusses How GenAI and Exposure to WordPress Could Impact the Performance and Strategic Value of Bluehost, HostGator, and Other Assets

#internet #software

GuidePoint · 2026-10-09

2026.10.09 · GP · Retail

Ollie's Comps & Low-Income Consumer

Ollie's Bargain Outlet: Discount Expert Discusses Its Comp Trajectory and the Low-Income Consumer

#consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · MedTech

Revance Daxxify & Aesthetics Growth

PE Series | Revance: Can It Convert Daxxify Adoption and a Broader Aesthetics Portfolio Into Sustainable Share Gains and Profitable Growth?

#medtech #pharma

GuidePoint · 2026-10-09

2026.10.09 · GP · Industrials

Pentair Pool: Share Recovery & Margin Outlook

Pentair: Can Pool Regain Share and Restore +30% Margins in 2027?

#industrials #consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Consumer

Pest Control AI Shifts in Digital Sales

Pest Control: Third-Party Marketer on AI-Induced Shifts in Digital Sales

#consumer

GuidePoint · 2026-10-09

2026.10.09 · GP · Software

Qlik: Data Governance in AI Analytics

Qlik: Where Can This Data Governance and Analytics Provider Continue to Deliver Premium Value in an AI-Focused Analytics Market?

#software

GuidePoint · 2026-10-09

2026.10.09 · GP · Media

Spectatr AI Competitor View

Spectatr AI: A Competitor's View on Its Product Strength and Growth

#media #software

GuidePoint · 2026-10-09

2026.10.09 · GP · Media

TalkTalk Disposal & BT Advantage

Talk Talk Telecom: Its Former Head of Commercial Discusses Its Failed Disposal Process, BT's Strategic Advantage, Synergy Potential, and Regulatory Risks

#media

GuidePoint · 2026-10-09

2026.10.09 · GP · Software

Warp Customer Perspectives: AI HR Platform

Warp: Customer Perspectives on This AI-Native Employee Management Platform

#software

GuidePoint · 2026-10-09

2026.10.09 · GP · Software

WorkMotion vs Deel & Remote

WorkMotion: How Is This Global Employment Platform Positioned Against Deel and Remote?

#software

GuidePoint · 2026-10-09

2026.10.09 · 9K · AI Compute

AMD Expert: Cerebras SRAM & Long Context

AMD离职专家|Cerebras单芯片约44GB SRAM在短上下文和模型可完整容纳时具备decoding速度优势，但几十K至上百K context会放大KV Cache容量缺口，跨芯片扩展又受RDMA互联bottleneck制约；P/D分离及attention与FFN局部解耦成为现实路径，光互联与可成倍扩展的HBM池更适合长上下文，而hyperscaler自研ASIC将凭借系统集成能力取得长期优势

#semis #asic

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Optical

YOFC Expert: Global Fiber Demand

长飞光纤离职专家|全球光纤需求可能由2025年不足5.5亿芯公里增至2026年约7亿、2027年约10亿至11亿芯公里，海外数据中心及800G以上应用推动G.657.A1升至160到170元，新增产能最快于2027年七八月份释放约2,000到3,000吨，供需偏紧支撑2027年上半年价格稳定，而北美准入与监管决定中国厂商高端市场兑现节奏

#optical #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Power

FTAI Mod 1 Turbine Engineer Expert

ftai离职工程师专家|FTAI Mod 1 目标在 2026 年第四季度首次实现可运转交付并在 2027 年达到约 100 台，通过复用约 90% 的 CFM56、蒙特利尔现有约每季度 30 台的产能支持潜在规模化，同时项目正在完成其运行包线以实现至少 25 MW 的输出；估算改装成本约 1000 万美元、重复零件交付周期 2 到 3 周、PMA 采购灵活性以及西门子至少两年的交付周期增强了该方案的可行性，但排放、SFC、改装执行和长期现场可靠性仍是决定性因素

#power #datacenter

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Optical

Hengtong Ex-Expert: Fiber Prices & Supply

亨通光电离职专家|国内G.652.D、G.657.A1、G.657.A2和G.654.E散签价格分别约100到105、160到180、220到270和280到300，扩产与认证至少需要一年半到两年叠加数据中心互联和原材料约束，预计2027年供需仍偏紧、价格难明显下跌，新增高端产能或到2028年才形成有效供给

#optical #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · PCB

Huazheng Ex-Employee: CCL Price Hikes

华正新材离职专家|CCL月出货量维持270-280万张且产能利用率超过九成，9月与10月连续涨价推动累计涨幅约20%，2027年月出货量预计增至320万张，高速CCL占比目标提升至40%到50%；CBF膜仍在下游测试中，PTFE最快或于2028年放量

#pcb #materials #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Cloud

Nebius Expert: Inference-as-a-Service & GPU Pricing

Nebius离职专家|开源模型与推理即服务推动 Nebius 的模型即服务年度经常性收入从去年的约 2500 万美元向今年的 6 亿–8 亿美元迈进；GPU租赁价格十月上涨20%；快速推理服务占推理服务总市场比例预计从目前 5%–10% 扩展至长期约 40%；预计Nebius今年年底可能收到 5,000–10,000 台 LPX 机架并对明年给出 20,000–25,000 台的估算

#cloud #ai-demand

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Power

FTAI Aeroderivative Progress Channel Check

Merit ftai近况及航改燃进度调研(2026-10-09 10:00:00)

#power #datacenter

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Optical

Fiber Price & Demand Channel Check

Merit 近期光纤价格及需求调研(2026-10-09 11:00:00)

#optical #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · PCB

CCL Glass Fabric Update & HC/PTFE Routes

Merit CCL电子布行业近况更新与HC&PTFE技术路线探讨(2026-10-09 14:00:00)

#pcb #materials #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Cloud

Fast Inference Use Cases Channel Check II

Merit 快速推理应用场景调研II(2026-10-09 17:00:00)

#cloud #llm

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · ASIC

ASIC Technology Roadmap Channel Check IV

Merit ASIC技术路线调研IV(2026-10-09 19:00:00)

#asic #semis #china

Meritco 久谦 · 2026-10-09

2026.10.09 · 9K · Optical

Fiber Price & Demand Channel Check II

Merit 近期光纤价格及需求调研II(2026-10-09 20:00:00)

#optical #china

Meritco 久谦 · 2026-10-09

2026.10.09 · Substack · Internet

Stratechery Weekly: It's Not You, It's Me

It’s Not You, It’s Me (This Week in Stratechery)

#internet

Substack · 2026-10-09

2026.10.09 · Substack · Memory

SK Hynix HBF & MicroLED SoC Edge

SK hynix’s HBF and microLED: Who Gets the Land on the SoC Edge?

#memory #optical

Substack · 2026-10-09

2026.10.09 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-09

2026.10.09 · Substack · Semis

TMTB Podcast Intel: Qualcomm & SemiAnalysis

TMTB Podcast Intel: Qualcomm’s (QCOM) CEO on AI Phones, SemiAnalysis on the AI Buildout, FCC Chair on SpaceX (SPCX…

#semis #ai-demand

Substack · 2026-10-09

2026.10.08 · AC · Datacenter

Power-Constrained AIDC Buildout

电力约束下的AIDC建设：算电协同选址、投资与供应链分析

#datacenter #power #china

AceCamp · 2026-10-08 21:50 · article 70567833

2026.10.08 · AC · PCB

Taiwan CCL Leader October Update

台系CCL龙头10月更新—主要客户、原材料供应及PTFE进展

#pcb

AceCamp · 2026-10-08 13:01 · article 70567800

2026.10.08 · AC · Markets

A-to-H Listing Discount Review

2023年至今 A to H 发行折价复盘

#markets #china

AceCamp · 2026-10-08 · article 70567830

2026.10.08 · AC · Internet

SE Asia Logistics 3Q26 Update

2026Q3东南亚物流研报：单票利润持续环比修复，TikTok自建物流成潜在变量

#transport #internet

AceCamp · 2026-10-08 · article 70567823

2026.10.08 · AC · Healthcare

AI for Science 2026 Breakout

AI for Science 为什么在 2026 年爆发：技术跃迁打底，资本叙事放大

#llm #healthcare

AceCamp · 2026-10-08 · article 70567784

2026.10.08 · AC · Power

AI Server Power: Rubin Sidecar & Capacitors

AI服务器电源调研_ Rubin Sidecar架构与PSU配置, 牛角电容_EDLC_LIC价值量, 2027年量产与供应格局等-聚焦Rubycon_Nichicon_江海股份_武藏等

#power #hardware

AceCamp · 2026-10-08 · article 70567813

2026.10.08 · AC · SemiCap

ASML CEO Fouquet: AI & Moore's Law

ASML CEO Christophe Fouquet：AI重塑摩尔定律与ASML系统集成战略及市场需求展望

#semicap

AceCamp · 2026-10-08 · article 70567825

2026.10.08 · AC · Optical

PM Fiber Leaders Expert Update

保偏光纤大厂收入驱动和毛利率扩张趋势，稼动率和北美大客户需求更新。单模和多模光纤业务进，不同规格光纤价格趋势等。烽火_蘅东光_长飞

#optical #china

AceCamp · 2026-10-08 · article 70567796

2026.10.08 · AC · Hardware

North American AI Server OEM Expert

北美服务器大厂收入和毛利率扩张趋势，CoreWeave和SpaceX需求更新。AI Factory和软件服务盈利模式，OEM市场竞争等。Anthropic_亚马逊_Meta_惠普_联想

#hardware #datacenter

AceCamp · 2026-10-08 · article 70567809

2026.10.08 · AC · Packaging

Glass Substrate Leader Channel Check

玻璃基板大厂调研_扇出型面板级封装率放量节奏,TGV工艺_良率瓶颈及玻璃芯技术演进,中试线爬坡及代工合作进展-聚焦台积电_三星_英特尔_ASMPT_盛美上海_上海微电子_大族激光_康宁等

#packaging #china

AceCamp · 2026-10-08 · article 70567790

2026.10.08 · AC · Memory

Samsung 3Q26 Prelim: Won Offsets Pricing

拆报表 · 三星电子2026Q3初步业绩｜涨价兑现，约四分之一被韩元升值抵消

#memory

AceCamp · 2026-10-08 · article 70567786

2026.10.08 · AC · LLM

China LLM Apps: Agents, Coding & M3

大模型应用侧调研：Agent、Coding及多模态商业化前景展望，M3下一代模型规划及能力预期，开原模型与闭源模型商业化差异等 – 智谱_可灵_OpenAI_Anthropic

#llm #agents #china

AceCamp · 2026-10-08 · article 70567822

2026.10.08 · AC · Auto

China EV Leader Export Update

电车龙头出口业务更新—主要区域及增量来源

#auto #china

AceCamp · 2026-10-08 · article 70567810

2026.10.08 · AC · Auto

Battery Box Leader Expert Update

电池盒龙头近况更新—国内外市场、成本控制及竞争格局等

#auto #battery

AceCamp · 2026-10-08 · article 70567815

2026.10.08 · AC · Industrials

Valve Leader October Update

阀门龙头10月更新—中东市场、订单结构及交付等

#industrials #energy #china

AceCamp · 2026-10-08 · article 70567821

2026.10.08 · AC · Optical

FCC Optical Module Controls & Value Shift

FCC 光模块管制的进度，市场定价与不同环节的价值再分配

#optical #china

AceCamp · 2026-10-08 · article 70567794

2026.10.08 · AC · Optical

FCC Optical Module Regulation Update

FCC光模块监管进展与产业影响

#optical #china

AceCamp · 2026-10-08 · article 70567817

2026.10.08 · AC · Consumer

African Diaper Leader Channel Check

非洲纸尿裤领军企业渠道壁垒稳固，长期增长挑战来自于竞争加剧与现代渠道短板

#consumer

AceCamp · 2026-10-08 · article 70567819

2026.10.08 · AC · PCB

Server PCB & CCL: Value per Board

服务器PCB与CCL：换代抬高的是单板价值，不是台数

#pcb #datacenter

AceCamp · 2026-10-08 · article 70567772

2026.10.08 · AC · LLM

Gemini 4 Argon & Agent Competition

Gemini 4 Argon调研：Sota模型竞争格局；Meta Muse侧重C端模拟浏览器操作，OpenAI DOTS面向小B提供虚拟机环境

#llm #agents

AceCamp · 2026-10-08 · article 70567820

2026.10.08 · AC · Industrials

Construction Machinery Leader October Update

工程机械龙头10月更新—各品类增速、电动化率进展

#industrials #china

AceCamp · 2026-10-08 · article 70567812

2026.10.08 · AC · GOOG

Google Amin Vahdat on AI Infrastructure

谷歌人工智能基础设施负责人Amin Vahdat：Google AI基础设施战略——从芯片协同到兆瓦级定制化数据中心

#datacenter #asic

AceCamp · 2026-10-08 · article 70567799

2026.10.08 · AC · Optical

Optical Module Crystal Oscillator Expert

光模块晶振行业调研：国内156.25MHz和312.5MHz晶振发展现状及客户导入节奏预期，后续晶振持续提价可能性及下游价格敏感度，国内供应商中短期替代日系和台系可能性分析

#optical #china

AceCamp · 2026-10-08 · article 70567789

2026.10.08 · AC · SemiCap

China Advanced Node Capacity & Tool Localization

国内先进制程产能规划与半导体设备国产化替代进展分析

#semicap #china

AceCamp · 2026-10-08 · article 70567797

2026.10.08 · AC · China AI

Cambricon: How Long Can 55% Margins Hold

寒武纪：55%的毛利率能守多久？—— 旧成本缓冲与HBM重置成本的显性化

#semis #china

AceCamp · 2026-10-08 · article 70567760

2026.10.08 · AC · MSFT

Nadella & Huang: Hybrid AI PCs

Microsoft CEO Satya Nadella和Nvidia首席执行官Jensen Huang：微软与Nvidia发布混合智能架构，本地大模型量化突破与AI PC硬件升级

#hardware #llm

AceCamp · 2026-10-08 · article 70567827

2026.10.08 · AC · Agents

Muse Channel Check: Adoption & Economics

Muse调研_ 庞大分发带不来使用习惯, 内部对采用亮红黄灯; 预计2028年营运转正的兑现路径, 复杂任务可靠性追赶内部目标的时间表, 广告自我蚕食的底线测算

#agents #llm

AceCamp · 2026-10-08 · article 70567788

2026.10.08 · AC · PCB

PCB Leader October Update: Pricing & ABF

PCB龙头10月更新—各业务情况、价格调整及ABF载板

#pcb #china

AceCamp · 2026-10-08 · article 70567818

2026.10.08 · AC · Power

Tier-2 Inverter Maker 3Q26 Update

强二线逆变器厂商2026Q3更新：淡季不淡，补库与去库并存

#power #china

AceCamp · 2026-10-08 · article 70567826

2026.10.08 · AC · Thermal

Thermal Materials Leader Expert Outlook

热管理材料大厂业绩展望，不同工艺路线优势对比，资本开支和扩产节奏判断，团队背景和实力，市场竞争格局等。

#thermal #materials #china

AceCamp · 2026-10-08 · article 70567808

2026.10.08 · AC · SAP

SAP Connect: JouleWork & AI Agents

SAP CEO Christian Klein：SAP发布JouleWork与AI代理路线图，重塑ERP交互并驱动企业自治

#software #agents

AceCamp · 2026-10-08 · article 70567814

2026.10.08 · AC · Aerospace

Commercial Space Pressure Vessels

商业航天压力容器：百亿级高价值消耗性产品

#defense #industrials #china

AceCamp · 2026-10-08 · article 70567811

2026.10.08 · AC · PCB

AI PCB Leader Channel Check

算力PCB龙头调研：NVIDIA认证突破与全球产能布局

#pcb #china

AceCamp · 2026-10-08 · article 70567792

2026.10.08 · AC · Semis

CPU's New Role in the Agent Era

算力重构：Agent时代的CPU新定位

#semis #agents #china

AceCamp · 2026-10-08 · article 70567791

2026.10.08 · AC · Materials

Copper Foil Expert Pt.1

铜箔行业调研-1：铜箔市场供需现状及AI领域需求变化，英伟达、谷歌、亚马逊等AI服务器铜箔需求量估算，2027年供需展望及HVLP 3、HVLP 4供应商对比 – 三井_古河_德福_嘉元

#materials #pcb

AceCamp · 2026-10-08 · article 70567741

2026.10.08 · AC · PCB

Copper Foil Channel Check Pt.2: HVLP4

铜箔行业调研-2：HVLP4扩产难点及下游验证周期，国内外供应商HVLP产品良率对比，HVLP 5产品进展展望 – 三井_古河_德福_嘉元

#pcb #materials

AceCamp · 2026-10-08 · article 70567742

2026.10.08 · AC · China AI

TPT Industrial LLM Expert Overview

TPT工业大模型分析—定位、原理与功能

#llm #industrials #china

AceCamp · 2026-10-08 · article 70567816

2026.10.08 · AC · China AI

Inference Chip Leader Channel Check

推理芯片大厂调研_自研芯片进展,Token工厂及智算中心规划,互联网客户拓展-聚焦腾讯_字节_大疆_优必选等

#semis #china

AceCamp · 2026-10-08 · article 70567795

2026.10.08 · AC · Power

Weichai & US Grid Executive Order

潍柴动力与美国行政令：柴发过关看组装地，燃气机组仅并网部分受影响

#power #china

AceCamp · 2026-10-08 · article 70567785

2026.10.08 · AC · Packaging

Advanced Packaging: CoWoS-S/L & Localization

先进封装调研_ CoWoS-S_L产能规划, AMD_国产AI客户结构, 设备国产化等-聚焦盛合晶微_长电科技_甬矽电子_华天等

#packaging #china

AceCamp · 2026-10-08 · article 70567798

2026.10.08 · AC · MedTech

China Medical Imaging Procurement & Upgrades

医学影像设备市场观察：集采推进、设备更新与增长质量

#medtech #china

AceCamp · 2026-10-08 · article 70567828

2026.10.08 · AC · Power

Nvidia 800V HVDC: Taiwan Power ODMs

英伟达800V HVDC上量元年：台系电源龙头代工需求释放与通合科技竞争格局

#power #datacenter

AceCamp · 2026-10-08 · article 70567787

2026.10.08 · AC · Agriculture

Raw Milk Price Bottoming Check

原奶涨价促底，上下游发生了什么？

#agriculture #consumer #china

AceCamp · 2026-10-08 · article 70567829

2026.10.08 · AC · Optical

MPO Fiber Automation Equipment Check

自动化设备调研_MPO穿纤自动化设备导入进展,生产节拍及可靠性瓶颈-聚焦瑞松科技_发那科等

#optical #robotics #china

AceCamp · 2026-10-08 · article 70567824

2026.10.08 · TB · Life Science

AI-Driven Scientific Research Expert

AI-Driven Scientific Research Space – Researcher at Beijing Shenshi Technology Co Ltd (Conducted in Mandarin)

#healthcare #llm #china

Third Bridge · 2026-10-08

2026.10.08 · TB · Industrials

Altair Global Primer

Altair Global

#industrials

Third Bridge · 2026-10-08

2026.10.08 · TB · Auto

Belron IPO Analysis

Belron – IPO Analysis – Competitive Moat, Margin Sustainability & Growth Trajectory

#auto #consumer

Third Bridge · 2026-10-08

2026.10.08 · TB · Consumer

China Luxury & Beauty: LV & Dior

China’s Luxury Retail & Beauty Market – Louis Vuitton & Dior – Senior Executive at Lane Crawford Joyce Group Ltd

#consumer #china

Third Bridge · 2026-10-08

2026.10.08 · TB · Healthcare

Lyric Payment Integrity & AI Threats

Lyric – Tuning the Healthcare Payment Integrity Market – AI-native Competitive Threats & Sale Exploration Outlook

#healthcare #software

Third Bridge · 2026-10-08

2026.10.08 · TB · Cloud

Macquarie Technology: Cloud, Government & AI

Macquarie Technology Group – Cloud & Government Business Growth Outlook & AI Workload Commercialisation

#cloud #datacenter

Third Bridge · 2026-10-08

2026.10.08 · TB · Materials

Plaskolite Polycarbonate & Renewable Materials

Plaskolite – Polycarbonate's Strength Against a Widening Gap in Renewable Materials

#materials #chemicals

Third Bridge · 2026-10-08

2026.10.08 · TB · Energy

Pluspetrol: Vaca Muerta Constraints

Pluspetrol – Argentina Operations & Vaca Muerta Development Constraints

#energy

Third Bridge · 2026-10-08

2026.10.08 · TB · Energy

Serica Energy: North Sea Activity

Serica Energy – North Sea Activity & Organisational Capabilities

#energy

Third Bridge · 2026-10-08

2026.10.08 · TB · Software

SoundHound AI M&A & Organic Growth

SoundHound AI – Every Dog Has its Day – M&A Integration & Organic Growth Path

#software

Third Bridge · 2026-10-08

2026.10.08 · TB · Energy

Three60 Energy Primer

Three60 Energy

#energy

Third Bridge · 2026-10-08

2026.10.08 · TB · Consumer

Vitabiotics: Premium Positioning in Supplements

Vitabiotics – Sustaining Premium Positioning in a Commoditisting Category

#consumer

Third Bridge · 2026-10-08

2026.10.08 · GP · MedTech

Corus Dental: Digital Workflow & Lab Consolidation

Corus Dental: Can It Convert Digital Workflow Leadership and European Laboratory Consolidation Into Sustainable Growth and Margin Expansion?

#medtech #healthcare

GuidePoint · 2026-10-08

2026.10.08 · GP · Biotech

Genmab Ovarian Cancer KOL: RAINFOL Data

Genmab: Ovarian Cancer — Dr. Jose Rauh-Hain on the Recent RAINFOL-01 Data and Expectations for RAINFOL-02

#pharma

GuidePoint · 2026-10-08

2026.10.08 · GP · Industrials

Grainger & Fastenal 3Q26 Sales Trends

Industrial Distribution: Grainger and Fastenal — 3Q26 Sales Trends and 4Q26 Reads on Activity and Pricing

#industrials

GuidePoint · 2026-10-08

2026.10.08 · GP · Pharma

Kaken Serabelisib & Vascular Malformations

Kaken: Vascular Malformations — Dr. Shinji Kagami Discusses the Expectations for Serabelisib and the Current Treatments in Japan (Call Held in Japanese; Transcript Available in English/Japanese)

#pharma

GuidePoint · 2026-10-08

2026.10.08 · GP · Pharma

Livzon IL-17A/F for Ankylosing Spondylitis

Livzon: LZM012/XKH004 — The IL-17A/F's Usage Outlook in Treating Ankylosing Spondylitis (Call Held in Mandarin; Transcript Available in English)

#pharma #china

GuidePoint · 2026-10-08

2026.10.08 · GP · Security

Lumos Agentic Identity Management vs IGA

Lumos: Can This Agentic Identity Management Disrupt Legacy IGA?

#security #agents

GuidePoint · 2026-10-08

2026.10.08 · GP · Healthcare

LUX Infusion: Specialty Infusion Growth

PE Series | LUX Infusion: Can Scale, Payor Access, and Site-of-Care Expansion Drive Sustainable Growth in Specialty Infusion?

#healthcare

GuidePoint · 2026-10-08

2026.10.08 · GP · Gaming

Ubisoft: Open Worlds vs AI Production

Ubisoft: Are Open Worlds and Classic Franchises Still a Moat Against AI-Led Production?

#gaming

GuidePoint · 2026-10-08

2026.10.08 · 9K · GOOG

Google Expert: 3Q Search & AI Max

Google离职专家|谷歌第三季度 Search 广告增长放缓至 14.2%，因货币压力和 15%至20% 的首次 AI 广告折扣抵消了广告加载量上升，AI Max 预计将为明年广告收入贡献 2.3%至2.8%，Gemini 4 计划于 2027 年 1 月全面可用

#internet #llm

Meritco 久谦 · 2026-10-08

2026.10.08 · 9K · GOOG

Google Q3 Channel Check

Merit Google Q3业绩调研(2026-10-08 11:00:00)

#internet

Meritco 久谦 · 2026-10-08

2026.10.08 · Substack · META

Stratechery Interview: Katie Harbath on Facebook Politics

An Interview with Katie Harbath About Disrupting Politics at Facebook (Stratechery Interview 10-8-2026)

#internet #media

Substack · 2026-10-08

2026.10.08 · Substack · China AI

China Speed-First AI Safety Regime

Beijing Will Not Pace the Frontier: China’s Speed-First AI Safety Regime

#llm #china

Substack · 2026-10-08

2026.10.08 · Substack · AI Compute

Cerebras Mass Production Challenges

Cerebras's Mass Production Challenges

#semis

Substack · 2026-10-08

2026.10.08 · Substack · Memory

Micron Taiwan Fabs Expert Call

[Expert Call Report] Another Side of Micron, Seen from Its Taiwan Fabs

#memory

Substack · 2026-10-08

2026.10.08 · Substack · TSM

TSM 26Q3 Preview: Capacity Pace

Preview|TSM 26Q3: Revenue Growth Depends on the Pace of Capacity Expansion

#semis

Substack · 2026-10-08

2026.10.08 · Substack · QCOM

QCOM: What Comes Next

QCOM: Why I’m Excited About What Comes Next

#semis

Substack · 2026-10-08

2026.10.08 · Substack · META

META Muse: Growth Dip Then Retention Upside

Research|META: Muse Growth May Moderate Briefly, Then Pick Up as Retention Improves

#internet #agents

Substack · 2026-10-08

2026.10.08 · Substack · Markets

TMTB EOD Wrap: Gross-to-Net Panic

TMTB EOD Wrap: The Great Gross-to-Net Panic of 2026

#markets

Substack · 2026-10-08

2026.10.08 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-08

2026.10.08 · Substack · Cloud

TMTB Podcast Intel: AWS Garman & GPU Rationing

TMTB Podcast Intel: AWS (AMZN) CEO Matt Garman on Rationing GPUs, Bernstein’s Rasgon, Skydance’s (SKYD) Ellison an…

#cloud #ai-demand

Substack · 2026-10-08

2026.10.08 · FUNDA · Cloud

CRWV Capacity Expansion & Revenue per GW

DeepCRWV 容量扩张，每GW收入仍有上行空间

#cloud #datacenter

Funda · 2026-10-08

2026.10.07 · AC · Energy

Hydrogen Gas Turbine Update

氢燃气轮机近况更新—技术难点、示范项目、主要企业进展

#energy #china

AceCamp · 2026-10-07 08:44 · article 70567771

2026.10.07 · AC · PCB

Victory Giant: Inventory Build Ahead of Ramp

胜宏科技：存货翻倍系新品放量前备货，释放节奏看四季度收入与上游供给

#pcb #china

AceCamp · 2026-10-07 01:01 · article 70567768

2026.10.07 · AC · China AI

Zhipu: Convertible Bond & 2027 Conversion

智谱：201亿可转债与2027年转股期之考

#llm #china

AceCamp · 2026-10-07 00:08 · article 70567767

2026.10.07 · AC · MRVL

Marvell 2026 Investor Day: $30 in '30

$30 in '30：Marvell 2026 投资者日的目标、逻辑与验证点

#asic #networking

AceCamp · 2026-10-07 · article 70567774

2026.10.07 · AC · Power

AI Datacenter Supercapacitors & 800VDC

AI数据中心功率缓冲与超级电容：从GPU动态负荷到800VDC架构推演

#power #datacenter

AceCamp · 2026-10-07 · article 70567779

2026.10.07 · AC · AI Demand

AI Contract Obligations & EV: Needham Critique

把合同全加进EV，AI巨头就更贵了？Needham算出了义务，却漏算了资源价值

#ai-demand #financials

AceCamp · 2026-10-07 · article 70567781

2026.10.07 · AC · Hardware

Passive Components & Metal Pass-Through

被动元件：MLCC与钽电容赚到了提价，电阻电感则随金属起落

#hardware #metals

AceCamp · 2026-10-07 · article 70567761

2026.10.07 · AC · Optical

CPU Revival & Optical Module Math

CPU回归的光模块账

#optical

AceCamp · 2026-10-07 · article 70567770

2026.10.07 · AC · Optical

CW Lasers: ELS Architecture & Market Size

CW激光器分析—ELS架构、主流技术路线及市场规模

#optical

AceCamp · 2026-10-07 · article 70567776

2026.10.07 · AC · LLM

Overseas AI: Dots, Gemini 4 & TPU

海外模型与应用进展：OpenAI Dots、Gemini 4 与谷歌 TPU

#llm #agents

AceCamp · 2026-10-07 · article 70567777

2026.10.07 · AC · Materials

Silica Micropowder Industry Deep Dive

硅微粉产业深度分析—全过程工艺、技术门槛及中日主要厂商

#materials #china

AceCamp · 2026-10-07 · article 70567780

2026.10.07 · AC · Consumer

iPhone Duo vs Huawei Mate XT2 Comparison

苹果iPhone Duo与华为Mate XT2对比更新—产品形态、硬件配置、性能表现等

#consumer #hardware #china

AceCamp · 2026-10-07 · article 70567778

2026.10.07 · TB · Datacenter

AI Datacenter Expert: Hut 8 & Jacobs

AI Data Centre Industry – Hut 8 & Jacobs – Former Senior Executive, EPC at Hut 8 Corp

#datacenter

Third Bridge · 2026-10-07

2026.10.07 · TB · Fintech

AI in Core Banking Migration

AI in Core Banking – Migration Timelines & Monetisation in Temenos, Thought Machine, Finastra & Avaloq

#financials #software

Third Bridge · 2026-10-07

2026.10.07 · TB · Networking

Amphenol: Connecting the AI Data Centre

Amphenol – Connecting the AI Data Centre

#networking #datacenter

Third Bridge · 2026-10-07

2026.10.07 · TB · Power

Datacenter Power Generation & Bloom Energy

Data Centre Power Generation Space & Bloom Energy – Former Executive, Supply Chain & Procurement at Meta Platforms Inc

#power #datacenter

Third Bridge · 2026-10-07

2026.10.07 · TB · Airlines

Frontier Airlines Fuel Costs & Durability

Frontier Airlines – Recap of Fuel Cost Impacts & Business Durability

#transport

Third Bridge · 2026-10-07

2026.10.07 · TB · Financials

Intrum Spain Capital-Light Positioning

Intrum Spain – Spanish Positioning Amid Capital-light Shifts

#financials

Third Bridge · 2026-10-07

2026.10.07 · TB · Materials

Loparex: Supply Chain & Strategy

Loparex – Sorting the Supply Chain & Strategy

#materials

Third Bridge · 2026-10-07

2026.10.07 · TB · Healthcare

N-Power Medicine Primer

N-Power Medicine

#healthcare

Third Bridge · 2026-10-07

2026.10.07 · TB · Battery

Panasonic Energy: In-Rack BBU

Panasonic Energy – In-rack BBU for AI Data Centres

#battery #datacenter

Third Bridge · 2026-10-07

2026.10.07 · TB · Energy

Panoro & Vaalco: West Africa Oil & Gas

Panoro Energy & Vaalco Energy – Opportunities for Independent Oil & Gas Producers in West Africa

#energy

Third Bridge · 2026-10-07

2026.10.07 · TB · Industrials

North American Facility Services Update

PE Sector Update: North American Facility Services – Scalable IFM Platforms, Impact of AI & Ageing Infrastructure

#industrials

Third Bridge · 2026-10-07

2026.10.07 · TB · Energy

Saipem Middle East Offshore Backlog

Saipem – Offshore E&C Activity in the Middle East & Order Backlog Development

#energy #industrials

Third Bridge · 2026-10-07

2026.10.07 · TB · Power

US Gas-Fired Power: CCGT Capacity & Costs

US Gas-fired Thermal Power – Capacity Growth Pressures & Capital Cost Outlook for New Combined-cycle Gas Turbine Plants

#power #energy

Third Bridge · 2026-10-07

2026.10.07 · Substack · Robotics

Agility Investor Day & Humanoid Stocks

Agility Investor Day. What Changed? Is There An Opportunity Here? First Pure-Play U.S. Listed Humanoid Stock $CCXI…

#robotics

Substack · 2026-10-07

2026.10.07 · Substack · Internet

Stratechery: Apple & LG, Agent Standards

Apple and LG, The House For Everyone Else, Agent Standards and Amazon (Stratechery Update 10-7-2026)

#internet #agents

Substack · 2026-10-07

2026.10.07 · Substack · Optical

OCS Content per Accelerator Grows

Deep|Optics: OCS Content per Accelerator Grows with Each Generation as Demand Widens Beyond Google

#optical #networking

Substack · 2026-10-07

2026.10.07 · Substack · Memory

HBM4 & Memory Big Three Competition

How HBM4 Is Changing Competition Among the Three Memory Companies

#memory

Substack · 2026-10-07

2026.10.07 · Substack · MRVL

Marvell 2026 Investor Day Recap

Marvell 2026 Investor Day: Irrational Recap

#asic #networking

Substack · 2026-10-07

2026.10.07 · Substack · MRVL

Marvell Investor Day Outlook Raise

Marvell Raised Its Outlook Again. Must Read!

#semis #asic

Substack · 2026-10-07

2026.10.07 · Substack · MRVL

MRVL Investor Day Targets

Research|MRVL: Investor Day Targets Move Closer to Our Forecasts

#asic #semis

Substack · 2026-10-07

2026.10.07 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · 2026-10-07

2026.10.07 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-07

2026.10.07 · Substack · AI Demand

TMTB Podcast Intel: AI Payback & ASICs

TMTB Podcast Intel: SemiAnalysis’s Patel and Nanos on AI’s Payback Math, Marvell’s (MRVL) Murphy on Custom Silicon…

#ai-demand #asic

Substack · 2026-10-07

2026.10.07 · FUNDA · Weekly

2026.10.06 · AC · Thermal

Supernode Bottlenecks Pt.4: Cold Plate Headroom

超节点还能再堆一代吗｜篇四：散热卡不住，冷板还有两代余量

#thermal #datacenter

AceCamp · 2026-10-06 16:54 · article 70567512

2026.10.06 · AC · Auto

China NEV Brands 2026 Sales Targets

2026年各大国产新能源品牌年度销量达标数据表现：分化凸显 _ 风向转变 _ 外部竞争加剧

#auto #china

AceCamp · 2026-10-06 16:36 · article 70567766

2026.10.06 · AC · AI Demand

AI Safety as Compute Demand

AI Safety不是算力利空，至少现在不是：从安全税到Scaling Gate

#ai-demand #llm

AceCamp · 2026-10-06 11:34 · article 70567765

2026.10.06 · AC · Macro

AI Depreciation & 10Y Treasury Yields

AI硬件五年折旧，为什么仍会影响10年期美债利率—— 从资产寿命、十年期等价到资本挤出

#macro #ai-demand

AceCamp · 2026-10-06 11:23 · article 70567751

2026.10.06 · AC · Packaging

Unimicron: ABF Shortage & Reverse DCF

欣兴电子：ABF载板缺货下的估值分歧与反向DCF测算

#packaging #pcb

AceCamp · 2026-10-06 10:47 · article 70567759

2026.10.06 · AC · Optical

Optical Comms Laser Processing Chain

光通信激光加工产业链分析—大族_华工_芯碁微装

#optical #china

AceCamp · 2026-10-06 09:28 · article 70567764

2026.10.06 · AC · PCB

Kingboard Laminates: Glass Cloth Profit

建滔积层板：一张板多赚的钱，过半是同行多付的布钱

#pcb #china

AceCamp · 2026-10-06 00:15 · article 70567762

2026.10.06 · TB · Aerospace

Aircraft MRO & StandardAero Expert

Aircraft MRO Space & StandardAero – Former Senior Executive, Global Sales, Marketing & Business Development at StandardAero Aviation Holdings Inc

#industrials #transport

Third Bridge · 2026-10-06

2026.10.06 · TB · Networking

Lumen Digital & AI Upsell Potential

Lumen – Are Digital & AI Initiatives Going to Lead to Upsells?

#networking #datacenter

Third Bridge · 2026-10-06

2026.10.06 · TB · MedTech

Medical Imaging AI: Fujifilm & Lunit Adoption

Medical Imaging – Customer Perspective on Fujifilm & Lunit AI Adoption Progress

#medtech

Third Bridge · 2026-10-06

2026.10.06 · TB · Software

AI-Native Accounting Platforms Outlook

PE Sector Update: AI-native Accounting Platforms – Trends & Outlook

#software #agents

Third Bridge · 2026-10-06

2026.10.06 · TB · Utilities

Utilities Serving Data Centres & AI

Power & Utilities Sector – Operating Needs to Serve Data Centres & AI Implementation Opportunities

#power #datacenter

Third Bridge · 2026-10-06

2026.10.06 · TB · Healthcare

Sagility: Growth & AI Deflation Risk

Sagility – Growth Outlook, AI Deflation Risks & Portfolio Evolution

#healthcare #software

Third Bridge · 2026-10-06

2026.10.06 · TB · Software

Upland Software AI Portfolio Refocus

Upland Software – Refocusing the Portfolio Around AI-powered Growth

#software

Third Bridge · 2026-10-06

2026.10.06 · TB · Energy

USA Compression Capacity & Project Economics

USA Compression – Compression Capacity, Supply Constraints & Project Economics

#energy

Third Bridge · 2026-10-06

2026.10.06 · 9K · Optical

Coherent Ex-Employee: 1.6T, OCS & CPO

Coherent离职专家｜Coherent增长将由1.6T光模块与OCS率先驱动，2027年1.6T出货预计600万到800万只、320端口OCS出货6,000到8,000台，随后CPO的ELS与FAU在2027年至2028年放量，ELS备货指引由500万个增至1,500万个，但高功率连续波激光光源供应约束使2027年按指引一半测算更合理，2028年至2029年CPO、NPO、OCS和DCI增量可能超过光模块

#optical

Meritco 久谦 · 2026-10-06

2026.10.06 · Substack · Healthcare

Introduction to AI Medicine

An Introduction to AI Medicine. A Very Promising Theme.

#healthcare #llm

Substack · 2026-10-06

2026.10.06 · Substack · Agents

Computer Use & White-Collar Jobs

Deep|LLM: Computer Use - White-Collar Work’s "Spinning Jenny" Moment; How Many Jobs Will AI Replace?

#agents #llm

Substack · 2026-10-06

2026.10.06 · Substack · Gaming

Stratechery: Game Decompilation Legality

Game Decompilation, Is This Legal?, A Well-Trodden Path (Stratechery Update 10-6-2026)

#gaming

Substack · 2026-10-06

2026.10.06 · Substack · Semis

Qualcomm CFO: Pivot to AI Chips

Qualcomm CFO Interview On Its Massive Pivot To AI Chips, Wearables, And Robotics

#semis #asic

Substack · 2026-10-06

2026.10.06 · Substack · Memory

Next Memory Race Beyond Scaling

The Next Memory Race Will Not Be Decided by Scaling Alone

#memory

Substack · 2026-10-06

2026.10.06 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · 2026-10-06

2026.10.06 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-06

2026.10.06 · Substack · LLM

TMTB Podcast Intel: Anthropic & TPUs

TMTB Podcast Intel: Ex-Anthropic Researcher Jacob Coxon, Google’s (GOOG) Vahdat on TPUs, Hugging Face’s Wolf on th…

#llm #datacenter

Substack · 2026-10-06

2026.10.05 · AC · TSM

TSMC: Depreciation Outpaces Price Hikes

台积电：涨价抵不过折旧，毛利率高点已过

#semis

AceCamp · 2026-10-05 20:00 · article 70567757

2026.10.05 · AC · Cloud

SpaceX Neocloud AI Valuation

马斯克全面拥抱新云， SpaceX的AI价值该怎么看？

#cloud #datacenter

AceCamp · 2026-10-05 18:51 · article 70567758

2026.10.05 · AC · Packaging

Glass Core Substrate Cost Economics

玻璃载板的成本账：贵在良率与满产，不在玻璃

#packaging

AceCamp · 2026-10-05 13:16 · article 70567746

2026.10.05 · AC · PCB

Avary Holding: Valuation Prices In AI Revenue

鹏鼎控股：当前市值仍已计入新厂满产后的算力收入

#pcb #china

AceCamp · 2026-10-05 13:03 · article 70567754

2026.10.05 · AC · Optical

Hengtong vs YOFC Valuation Gap

亨通光电对长飞光纤的市值折价拆解

#optical #china

AceCamp · 2026-10-05 09:59 · article 70567753

2026.10.05 · AC · Macro

Who Pays for the AI Boom

谁为AI繁荣埋单—— AI繁荣、民生政治与中期选举的反馈回路

#macro #datacenter

AceCamp · 2026-10-05 09:35 · article 70567752

2026.10.05 · AC · Battery

Sodium-Ion Batteries in Energy Storage

钠离子电池在储能应用分析—优劣势、示范项目及出货量等

#battery #china

AceCamp · 2026-10-05 08:46 · article 70567755

2026.10.05 · AC · Hardware

Foxconn Industrial: Gross Profit Over Margin

工业富联：该看的是毛利额，不是毛利率

#hardware #china

AceCamp · 2026-10-05 07:55 · article 70567750

2026.10.05 · TB · SemiCap

Aehr Test: AI Burn-in Demand

Aehr Test Systems – AI-driven Burn-in Demand & Wafer-level Adoption

#semicap

Third Bridge · 2026-10-05

2026.10.05 · TB · Chemicals

Air Liquide Engineering & R&D Strategy

Air Liquide – Engineering Strategy, R&D Capabilities & Operational Execution

#chemicals

Third Bridge · 2026-10-05

2026.10.05 · TB · Battery

AmpereHour Energy Primer

AmpereHour Energy

#battery

Third Bridge · 2026-10-05

2026.10.05 · TB · Consumer

Brunello Cucinelli: Retail & Succession

Brunello Cucinelli – Retail Expansion, Brand Elevation & Succession Risk

#consumer

Third Bridge · 2026-10-05

2026.10.05 · TB · Media

Cable One Subscriber Retention

Cable One – Can It Retain Subscribers as Mega Broadband Deal is Set to Close?

#media

Third Bridge · 2026-10-05

2026.10.05 · TB · Consumer

China Luxury Retail Expert: LV & Dior

China’s Luxury Retail & Fashion Market – Louis Vuitton & Dior – Former Senior Strategy Executive at Frog Business Consultancy (Shanghai) Co Ltd (Capgemini Services SAS)

#consumer #china

Third Bridge · 2026-10-05

2026.10.05 · TB · Pharma

Daiichi Sankyo DESTINY-Lung04 Update

Daiichi Sankyo – DESTINY-Lung04 Update

#pharma

Third Bridge · 2026-10-05

2026.10.05 · TB · Energy

Flow Power BESS & Contracting

Flow Power – BESS Adoption Implications & Contracting Dynamics

#energy #battery

Third Bridge · 2026-10-05

2026.10.05 · TB · Power

Global Transformers Market: Hitachi Energy

Global Transformers Market – Senior Financial Executive at Hitachi Energy Ltd

#power #industrials

Third Bridge · 2026-10-05

2026.10.05 · TB · Industrials

Indian Airport Infrastructure Outlook

Indian Airport Infrastructure – Traffic Growth, Capacity Expansion & Industry Outlook

#transport #industrials

Third Bridge · 2026-10-05

2026.10.05 · TB · Consumer

Indian Luggage & VIP Industries

Indian Luggage Industry & VIP Industries – Former Senior Executive, Supply Chain at VIP Industries Ltd

#consumer

Third Bridge · 2026-10-05

2026.10.05 · TB · Financials

Indian Supply Chain Finance Outlook

Indian Supply Chain Finance – Market Evolution, Competitive Dynamics & FY27 Outlook

#financials

Third Bridge · 2026-10-05

2026.10.05 · TB · Energy

KLX Energy Services: Wireline Competitiveness

KLX Energy Services – Can a Small Player Compete in Wireline?

#energy

Third Bridge · 2026-10-05

2026.10.05 · TB · Software

Mainframe Data Integrity Software: Precisely

North American Mainframe & Data Integrity Software Space & Precisely Software – Former Senior Executive, Global Channel Management at Precisely Software Inc

#software

Third Bridge · 2026-10-05

2026.10.05 · TB · Media

Publicis: European Outlook & AI Adoption

Publicis Groupe – 12-24-month European Outlook, AI Adoption & Competition Against Advertising Holding Company Rivals

#media

Third Bridge · 2026-10-05

2026.10.05 · TB · Software

Amadeus Expert: Airline Revenue Management

Revenue Management & Passenger Service Systems & Amadeus – Former Senior Executive, Airlines at Amadeus IT Group SA (Conducted in French)

#software #transport

Third Bridge · 2026-10-05

2026.10.05 · TB · Energy

Solv Energy Lifecycle & Supply Chain

Solv Energy – Integrated Lifecycle Advantages & Supply Chain Pressure

#energy #power

Third Bridge · 2026-10-05

2026.10.05 · TB · Memory

Swissbit Industrial Memory & AI Tailwinds

Swissbit – Industrial Memory Demand, AI Tailwinds & OEM Commercial Strategy

#memory

Third Bridge · 2026-10-05

2026.10.05 · TB · Software

TeamSystem: AI Products & OnePlatform Upsell

TeamSystem – AI Product Development & OnePlatform Solution Upsell

#software

Third Bridge · 2026-10-05

2026.10.05 · TB · Software

Tekion Automotive Retail Software

Tekion – Driving the Next Generation of Automotive Retail

#software #auto

Third Bridge · 2026-10-05

2026.10.05 · TB · Agriculture

US Beef Production & Cattle Supply

US Beef Production – Navigating Low Cattle Supply, Demand Elasticity & Supply Chain Risks

#agriculture

Third Bridge · 2026-10-05

2026.10.05 · TB · Fintech

US Digital Assets & Crypto Regulation Expert

US Digital Assets & Cryptocurrency Sector – Apple, CME Group, Charles Schwab, Robinhood Markets & AMC Entertainment – Former Director, Financial Regulation & Corporate Governance at a US-based Public Policy Research & Advocacy Organisation

#financials

Third Bridge · 2026-10-05

2026.10.05 · Substack · LLM

Anthropic vs OpenAI Subscription Value

Anthropic Subscriptions Offer 5x+ More Value Than OpenAI

#llm

Substack · 2026-10-05

2026.10.05 · Substack · Security

Stratechery: Apple & a Hacker's Future

Apple and a Hacker’s Future (Stratechery Article 10-5-2026)

#security #hardware

Substack · 2026-10-05

2026.10.05 · Substack · Security

Enterprise AI Security Budget Shift

Deep|Cybersecurity: Enterprise AI Security Budgets Are Shifting Toward Large Platforms

#security #software

Substack · 2026-10-05

2026.10.05 · Substack · Packaging

Ibiden: Substrate Seller's Market Begins

Deep|Ibiden: The Substrate Seller’s Market Has Only Just Begun

#packaging #materials

Substack · 2026-10-05

2026.10.05 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · 2026-10-05

2026.10.05 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-05

2026.10.05 · Substack · LLM

TMTB Podcast Intel: Anthropic, Altman & OpenAI

TMTB Podcast Intel: Anthropic’s Douglas and Marwell on AGI and the Fable Rollout, Altman on the Astra Pause, OpenA…

#llm

Substack · 2026-10-05

2026.10.05 · Substack · Weekly

Weekly: Gemini 4, MU Visibility & Optics

Weekly|Join us at Tomorrow X Summit, OCP Meet-up, Gemini 4 Returns, MU Visibility to 2028, ECOC and FCC Optics, FT…

#weekly

Substack · 2026-10-05

2026.10.05 · Substack · Weekly

Gaetano Weekly Recap

What Happened This Past Week. And What’s To Come.

#weekly #semis

Substack · 2026-10-05

2026.10.04 · AC · Materials

Three-Circle Materials Margins & Scandium Effect

拆解三环集团材料板块：毛利率下降的本源与钪的口径效应

#materials #china

AceCamp · 2026-10-04 22:52 · article 70567739

2026.10.04 · AC · Markets

CTA Covering & US Short Squeeze

CTA回补，并不能推出美股逼空的结论

#markets

AceCamp · 2026-10-04 12:53 · article 70567749

2026.10.04 · AC · Materials

MLCC Price Hikes & Nickel Powder

MLCC涨价，镍粉只涨了量 —— 兼论博迁新材

#materials #china

AceCamp · 2026-10-04 10:19 · article 70567738

2026.10.04 · AC · Robotics

Coreless Motor Update: Maxon, Faulhaber & Moons'

空心杯电机产业更新—Maxon_Faulhaber_鸣志

#robotics #china

AceCamp · 2026-10-04 08:43 · article 70567748

2026.10.04 · AC · China AI

Zhipu vs Anthropic: Growth & Limits

国内大模型to B巨头智谱近期表现分析：对比Anthropic的数据表现 _ 数据增长本身 _ 上限约束 _ 市场潜力等

#llm #china

AceCamp · 2026-10-04 08:14 · article 70567747

2026.10.04 · Substack · Cloud

Hyperscaler Stock Bucket & Weights

My Hyperscaler Bucket. Which Stocks I Want to Own, At What Weight, and Why.

#cloud #markets

Substack · 2026-10-04

2026.10.04 · Substack · Semis

Practical Parametric Yield

#semis

Substack · 2026-10-04

2026.10.03 · AC · Macro

AI Crowding Out Capital Markets

AI把内存、电力都挤贵了，现在轮到钱了

#macro #ai-demand

AceCamp · 2026-10-03 22:50 · article 70567745

2026.10.03 · AC · Aerospace

Satellite Laser Links: Fast Steering Mirror Chain

每秒7.5km狂奔、上千公里穿针、Starlink已铺开2.4万条卫星间激光链路：跟踪核心部件快反镜（FSM）产业链成熟度与压电驱动国产化

#optical #defense #china

AceCamp · 2026-10-03 19:41 · article 70567744

2026.10.03 · AC · Optical

Optical Module Liquid Cooling: Huawei LCO

从40W外置冷板到80W~400W可插拔光学制造破局到的AI算力液冷向光模块内部挺进：华为LCO微冷板盖板微液道的激光焊接与密封

#optical #thermal #china

AceCamp · 2026-10-03 19:25 · article 70567743

2026.10.03 · AC · PCB

CCL: What Locks 2027 Pricing

覆铜板：2027年的价格靠什么锁定？

#pcb #materials

AceCamp · 2026-10-03 18:01 · article 70567731

2026.10.03 · AC · LLM

Gemini 4, Muse & Dots Expert

Gemini 4 Argon体感优于Astra，Muse_Dots的CPU和终端需求，GCP算力租赁和2C订阅涨价幅度和时点，Agent在模型训练的应用趋势，Charm类AI硬件前景等。Shopify_SpaceX_Anthropic_OpenAI_Meta

#llm #agents #cloud

AceCamp · 2026-10-03 13:55 · article 70567740

2026.10.03 · AC · Optical

FCC Rules: Nvidia & Cisco OEM Transceivers

FCC监管拆解：英伟达与思科的贴牌光模块怎么算？

#optical #china

AceCamp · 2026-10-03 13:13 · article 70567733

2026.10.03 · AC · Packaging

TFME: AMD & Domestic CoWoS Stories

通富微电：AMD和国产CoWoS两个AI故事，目前都没在利润表上

#packaging #china

AceCamp · 2026-10-03 10:40 · article 70567726

2026.10.03 · AC · Optical

TPU Outside Google: OCS Delivery

TPU走出Google机房时，OCS会随整pod一起交付吗？—— 换了账本，没换买家

#optical #asic

AceCamp · 2026-10-03 09:46 · article 70567720

2026.10.03 · AC · Power

Babcock & Wilcox: AI Power Rerating

美国Babcock and Wilcox Enterprises (BW)的价值重估：AI数据中心缺电、锅炉蒸汽路线FastPower与Base Electron项目进展的三重检验

#power #datacenter

AceCamp · 2026-10-03 09:01 · article 70567737

2026.10.03 · Substack · Media

Lifestyle Newsletter: Ireland Move & Dinner Parties

Kids his age are just better at making friends. They haven’t learned to be weird about it.

#media

Substack · 2026-10-03

2026.10.02 · AC · META

Meta Enterprise: Selling AI to Advertisers

Meta也要做云了？不是，它想把AI能力卖给几千万广告客户

#llm #internet

AceCamp · 2026-10-02 17:25 · article 70567732

2026.10.02 · AC · Weekly

AC Weekly Research Update

本周研究更新_ 供应链调研以及TPU后续迭代，SAP&mSAP工艺激光产业链，WorkBuddy产研调研，TEC及陶瓷基板，工业垂类大模型，TikTok用户心智变化，广告和电商爆发性增长，AI制药之百普赛斯

#weekly #china

AceCamp · 2026-10-02 17:24 · article 70567736

2026.10.02 · AC · PCB

Victory Giant vs WUS: Diverging PCB Margins

Rubin放量之前，胜宏与沪电的毛利率为何背道而驰？

#pcb #china

AceCamp · 2026-10-02 16:32 · article 70567735

2026.10.02 · AC · Semis

AI Server MLCC & Laser Processing

村田800亿日元押注服务器MLCC、三星电机单笔长协7.8亿美元之AI算力浪潮下的MLCC被动元件的激光精密加工

#hardware #semis

AceCamp · 2026-10-02 11:34 · article 70567734

2026.10.02 · AC · Metals

US-China Truce Extension & Rare Earths

中美临时协议延期与美国稀土替代进展：11月10日原协议到期后会发生什么

#metals #china #macro

AceCamp · 2026-10-02 08:50 · article 70567524

2026.10.02 · AC · Power

Bloom Energy SOFC Metals: Scandia & Chromium

Bloom Energy与SOFC金属供应链分析—氧化钪、铬粉技术难点与用量

#power #metals

AceCamp · 2026-10-02 08:29 · article 70567730

2026.10.02 · AC · Power

Sanhuan: Bloom Ramp vs Separator Revenue

三环集团：Bloom放量与公司隔膜片收入走向背离的原因分析

#power #materials #china

AceCamp · 2026-10-02 00:01 · article 70567719

2026.10.02 · TB · Cloud

Fal.ai Customer View: Generative Media Infra

Fal.ai – Customer Angle – Scaling the Infrastructure Behind Generative Media

#cloud #ai-demand

Third Bridge · 2026-10-02

2026.10.02 · Substack · Media

Substack Defamation Win for Journalism

A CEO tried to bully a journalist into silence. He failed.

#media

Substack · 2026-10-02

2026.10.02 · Substack · Optical

Optics Update: China Restrictions Pt.2

BIG Optics Update. China Restrictions Part 2. Must Read.

#optical #china

Substack · 2026-10-02

2026.10.02 · Substack · Optical

Optics: FCC Transceiver Rules

Column|Optics: FCC Transceiver Rules Might Be Better Than Feared, and Better for Top Chinese Players Than You'd Th…

#optical #china

Substack · 2026-10-02

2026.10.02 · Substack · Agents

Stratechery Weekly: Dots & Question Marks

Dots and Question Marks (This Week in Stratechery)

#agents #llm

Substack · 2026-10-02

2026.10.02 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-02

2026.10.02 · Substack · LLM

How Sam Altman Uses AI

How Sam Altman Actually Uses AI to Run OpenAI and His Life(2026-10-02 07:48)

#llm

Substack · 2026-10-02

2026.10.02 · Substack · Agents

OpenAI Dots & the Future of Chat

OpenAI’s Dots lead on the future of ChatGPT - Sources with Alex Heath | Spotify(2026-10-02 06:24)

#agents #llm

Substack · 2026-10-02

2026.10.01 · AC · LLM

Meta & Gemini: Why Linear Extrapolation Fails

去年看空 Meta，今年说 Gemini 已死：线性外推为何反复出错？

#llm #internet

AceCamp · 2026-10-01 23:24 · article 70567729

2026.10.01 · AC · MU

Micron FY26Q4: Contracts vs Revenue

拆报表 · 美光FY26Q4业绩｜长约约束了价格，没有约束收入

#memory

AceCamp · 2026-10-01 17:23 · article 70567725

2026.10.01 · AC · GOOG

Google Gemini 4 Argon Launch

谷歌Gemini 4 Argon正式发布，能够为其自身正名，复刻Gemini 2.5 pro的逆转高光时刻？

#llm

AceCamp · 2026-10-01 17:04 · article 70567727

2026.10.01 · AC · Materials

Supernode Bottlenecks Pt.3

超节点还能再堆一代吗｜篇三：卡住上游的是做材料的机器

#materials #semicap #china

AceCamp · 2026-10-01 15:44 · article 70567509

2026.10.01 · AC · Battery

CATL: Lithium Price Hit to Margins

宁德时代：锂价下跌如何影响季度毛利与年末减值？

#battery #china

AceCamp · 2026-10-01 10:18 · article 70567672

2026.10.01 · AC · China AI

DeepSeek TileLang Undercuts CUDA Compatibility

DeepSeek开源六件套：TileLang削弱的是“兼容CUDA”卖点——寒武纪受益，摩尔线程承压

#semis #software #china

AceCamp · 2026-10-01 09:15 · article 70567723

2026.10.01 · AC · Industrials

Construction Machinery Electrification Expert

两位专家谈工程机械电动化率：各品类渗透率差异及原因分析

#industrials #china

AceCamp · 2026-10-01 09:08 · article 70567724

2026.10.01 · TB · Chemicals

Air Liquide: Margin Pressure Check

Air Liquide – Compressing Margins or Holding Pressure?

#chemicals

Third Bridge · 2026-10-01

2026.10.01 · TB · Internet

Airbnb Outlook vs Booking & Expedia

Airbnb – 12-24-month Outlook vs Booking.com & Expedia

#internet

Third Bridge · 2026-10-01

2026.10.01 · TB · Consumer

Carlsberg China Market Update

Carlsberg – China Market Update – Short-term Pain for Longer-term Gain?

#consumer #china

Third Bridge · 2026-10-01

2026.10.01 · TB · Industrials

Dellner & Rail Equipment Market

Dellner & the Rail Equipment Market – Competitive Dynamics, Demand Trends & M&A Potential

#industrials #transport

Third Bridge · 2026-10-01

2026.10.01 · TB · Power

AI Data Center Electrical Infra: Meta Expert

Electric Infrastructure in AI Data Centres – Meta Platforms & Legrand – Former Senior Executive, High-end Compute Infrastructure at Meta Platforms Inc

#power #datacenter

Third Bridge · 2026-10-01

2026.10.01 · TB · Financials

ICICI Bank Retail Drivers & FY27 Outlook

ICICI Bank – Retail Segment Drivers & FY27 Performance Outlook

#financials

Third Bridge · 2026-10-01

2026.10.01 · TB · Agriculture

Mosaic: Potash Resilience & Phosphate Pressure

Mosaic – Potash Resilience & Phosphate Demand Pressure

#agriculture #chemicals

Third Bridge · 2026-10-01

2026.10.01 · TB · Consumer

Indian Grooming & Haircare Sector

PE Sector Update: Indian Grooming & Facial Haircare Sector

#consumer

Third Bridge · 2026-10-01

2026.10.01 · TB · Auto

Rino Mastrotto: Auto Leather Restructuring

Rino Mastrotto – Automotive Restructuring, Sustainable Innovation & Margin Recovery

#auto

Third Bridge · 2026-10-01

2026.10.01 · TB · Chemicals

US Water Treatment Chemicals & Hawkins

US Water Treatment Chemicals Market & Hawkins – Senior Executive, Supply Chain at Veolia Water Technologies (Veolia Environnement SA)

#chemicals

Third Bridge · 2026-10-01

2026.10.01 · TB · Software

Wolters Kluwer Legal: AI Monetisation

Wolters Kluwer – Legal & Regulatory Division – AI Monetisation & Law Firm Lock-in

#software

Third Bridge · 2026-10-01

2026.10.01 · Substack · Internet

Stratechery Interview: Del Rey on Muse

An Interview with Jason Del Rey About Muse, Amazon, and Walmart (Stratechery Interview 10-1-2026)

#internet #consumer

Substack · 2026-10-01

2026.10.01 · Substack · Semis

Irrational Analysis Q3 2026 Holdings

Q3 2026 Consolidated Holdings, Performance, and Ideas

#semis #markets

Substack · 2026-10-01

2026.10.01 · Substack · GOOG

Gemini 4 Returns Google to Frontier

Research|LLM: Gemini 4 Brings Google Back into Frontier Competition as Investment Accelerates

#llm

Substack · 2026-10-01

2026.10.01 · Substack · Memory

Micron FY26Q4: Visibility Extends to 2028

Review|MU FY26Q4: Visibility Extends to 2028, Supply Tighter Than in 2026

#memory

Substack · 2026-10-01

2026.10.01 · Substack · Optical

Silicon Photonics Foundry Layer

The Silicon Photonics Foundry Layer: Who Can Actually Make a PIC

#optical #semis

Substack · 2026-10-01

2026.10.01 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · 2026-10-01

2026.10.01 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-10-01

2026.10.01 · Substack · Memory

TMTB Podcast Intel: Micron & SK Hynix

TMTB Podcast Intel: Micron’s (MU) Mehrotra on the Quarter the Stock Shrugged Off, SK Hynix’s (SKHY) Valluri on the…

#memory

Substack · 2026-10-01

2026.10.01 · Substack · Power

Vicor Deep Dive

#power #semis

Substack · 2026-10-01

2026.10.01 · Substack · Aerospace

BlackSky Physical AI Thesis Revisited

Well This Is Really Cool...Revisiting My $BKSY Physical AI Thesis

#defense #robotics

Substack · 2026-10-01

2026.09.30 · AC · China AI

China AI Chips: Supernodes & HBM Bottlenecks

国产芯片调研_性能迭代及出货节奏,超节点大规模组网及训练性能对比,HBM供应瓶颈及国产化进展-聚焦NVIDIA_寒武纪_海光_沐曦等

#semis #china #memory

AceCamp · 2026-09-30 20:32 · article 70567722

2026.09.30 · AC · Thermal

Thermal Materials: Graphene, Phase-Change & Liquid Metal

散热材料调研_石墨烯散热导入进展,相变_石墨烯_液态金属多路线趋势,客户验证及拓展-聚焦霍尼韦尔_AMD_NVIDIA_广达_纬创等

#thermal #materials

AceCamp · 2026-09-30 20:30 · article 70567721

2026.09.30 · AC · Power

Weichai SOFC vs Bloom Energy

潍柴SOFC难以成为中国的Bloom Energy

#power #china

AceCamp · 2026-09-30 20:26 · article 70567695

2026.09.30 · AC · Semis

Agentic Server CPU Demand & Refresh

Agentic拉动的服务器CPU增量：四成实际是被压抑的换机

#semis #ai-demand

AceCamp · 2026-09-30 17:04 · article 70567628

2026.09.30 · AC · Packaging

Glass Substrate Expert: TGV & Glass Core

玻璃基板调研_玻璃芯先替代BT载板节奏,TGV_金属化工艺瓶颈,方形玻璃路线进展-聚焦Intel_台积电_Samsung_Corning_AGC_LPKF_ASMPT等

#packaging #materials

AceCamp · 2026-09-30 16:32 · article 70567717

2026.09.30 · AC · SemiCap

Semi Fab Services Channel Check

半导体大厂调研_半导体厂务订单增长,Gas Box国产替代趋势,碳化硅业务规划-聚焦至纯科技_北方华创_中微公司_凯德石英_富乐德_大和热磁_TEL_KOKUSAI ELECTRIC等

#semicap #china

AceCamp · 2026-09-30 16:31 · article 70567716

2026.09.30 · AC · Datacenter

China IDC Expert: Agent-Driven Expansion

IDC调研_Token_Agent需求爆发驱动IDC持续扩容,GPU_CPU双线增长及算力瓶颈,IDC选址迁移-聚焦腾讯_阿里_百度等

#datacenter #china

AceCamp · 2026-09-30 16:16 · article 70567715

2026.09.30 · AC · Power

Overseas Power Equipment Project Lifecycle

海外电力设备全生命周期分析：项目生成、预认证评标、合同履约、验收回款

#power

AceCamp · 2026-09-30 13:20 · article 70567703

2026.09.30 · AC · LLM

September Models: Closed Source Pulls Ahead

9月模型观察：闭源拉开差距，开源加码追赶，算力受益

#llm #ai-demand

AceCamp · 2026-09-30 12:28 · article 70567702

2026.09.30 · AC · Macro

AI Financing & 30Y Treasury Pricing

万亿AI融资，正在改写30年美债的边际定价

#macro #ai-demand

AceCamp · 2026-09-30 11:28 · article 70567667

2026.09.30 · AC · Life Science

ACROBiosystems: Cross-Selling & AI Wet Lab

AI制药之百普赛斯：真正的预期差，不在重组蛋白，而在“交叉销售+AI湿实验”能否把高毛利变成高增长

#pharma #china

AceCamp · 2026-09-30 11:06 · article 70567691

2026.09.30 · AC · Optical

DSP & CPO Lead 1.6T Cycle

DSP与CPO领跑1.6T周期，谷歌TPU模式转变压制毛利

#optical #asic

AceCamp · 2026-09-30 10:54 · article 70567689

2026.09.30 · AC · Optical

DCI Industry Check: InP Vertical Integration

DCI行业调研：完成整合发力 DCI，磷化铟垂直整合驱动 25% 复合增长

#optical #networking

AceCamp · 2026-09-30 10:45 · article 70567688

2026.09.30 · AC · Chemicals

K-Amine Channel Check & Herbicide Pricing

K胺调研：项目投产延期与除草剂行业集体挺价分析

#chemicals #agriculture #china

AceCamp · 2026-09-30 10:38 · article 70567687

2026.09.30 · AC · Optical

Thin-Film Lithium Niobate Modulator & 3.2T Optics

薄膜铌酸锂调制器供应链验证进展与3.2T光模块集成趋势调研

#optical #china

AceCamp · 2026-09-30 10:31 · article 70567686

2026.09.30 · AC · LLM

OpenAI DevDay 2026: Agent Platform Shift

OpenAI DevDay 2026 解读：智能体平台化与需求结构转向

#llm #agents

AceCamp · 2026-09-30 10:28 · article 70567684

2026.09.30 · AC · Optical

Optical Leader Channel Check: DSP & 1.6T

光通信大厂调研_800G_1.6T DSP供需趋势,1.6T光模块放量及头部客户份额,NPO_CPO切换节奏-聚焦Marvell_旭创_新易盛_Coherent_华工_剑桥_索尔思_光迅_立讯精密_Google_NVIDIA等

#optical #china

AceCamp · 2026-09-30 10:15 · article 70567685

2026.09.30 · AC · Optical

Optical Module Leader Channel Check

光模块大厂调研_800G_1.6T产能规划,客户突破及全球工厂布局,NPO及CPO_液冷光互联技术进展-聚焦思科_Meta_微软_Oracle_NVIDIA_AWS_羲禾_赛勒_东田微_天孚_鼎芯_源杰等

#optical #china

AceCamp · 2026-09-30 10:11 · article 70567683

2026.09.30 · AC · LLM

AI to SI: More Than a Rename

AI变SI：仅仅是改个名字么？

#llm #macro

AceCamp · 2026-09-30 10:07 · article 70567681

2026.09.30 · AC · PCB

CCL Leader September Update

CCL大厂9月更新—产品组合、自产电子布及扩产进度

#pcb #china

AceCamp · 2026-09-30 09:21 · article 70567682

2026.09.30 · AC · Thermal

Rubin Graphene TIM: One-Generation Window

英伟达Rubin的“石墨烯TIM”：增量是真的，但窗口只有一代

#thermal #materials

AceCamp · 2026-09-30 08:28 · article 70567675

2026.09.30 · AC · China AI

China Supernode Interconnect Comparison

Top 4超节点互联和推理核心指标对比，正交无背板方案、自研交换芯片、NPO路线成熟度。散热方案差异，RTX PRO 5500放开的判断等，硅基流动前景等。博通_盛科_中兴_腾讯_字节_天数_壁仞_昆仑芯_摩尔_寒武纪_昇腾_真武

#networking #china

AceCamp · 2026-09-30 00:07 · article 70567679

2026.09.30 · TB · Consumer

AI in US Food Distribution Expert

AI in US Food Distribution Industry – Performance Food Group, US Foods & Sysco – Former C-level Executive at Performance Food Group Co

#consumer #transport

Third Bridge · 2026-09-30

2026.09.30 · TB · AI Compute

Anthropic Ex-Exec on AI Infra & Compute

AI Infrastructure & Cloud Compute Space – Anthropic, Nvidia & OpenAI – Former Senior Executive, AI Accelerators & GPUs at Anthropic PBC

#ai-demand #cloud #semis

Third Bridge · 2026-09-30

2026.09.30 · TB · Aerospace

Aircraft Engine MRO & StandardAero Expert

Aircraft Engine MRO Space & StandardAero – Former Senior Executive, Sales & Marketing at StandardAero Inc

#industrials

Third Bridge · 2026-09-30

2026.09.30 · TB · Power

CG Power: Transformer Competitiveness & GTM

CG Power – Transformer Portfolio Competitiveness & Go-to-market Strategy

#power #industrials

Third Bridge · 2026-09-30

2026.09.30 · TB · Energy

Delek Logistics Delaware Basin Growth

Delek Logistics – Delaware Basin Growth & Infrastructure Constraints

#energy

Third Bridge · 2026-09-30

2026.09.30 · TB · Internet

Didi Ride-Hailing Competition Pt.2

Didi & China’s Online Ride-Hailing Market Competitive Dynamics – H2 2026 Update – Part 2 (Conducted in Mandarin)

#internet #china

Third Bridge · 2026-09-30

2026.09.30 · TB · Software

E-Discovery: AI Document Processing

E-discovery Market – AI Document Processing & the Platform Consolidation Squeeze

#software

Third Bridge · 2026-09-30

2026.09.30 · TB · Consumer

Indian Edtech & Masai School

Indian Edtech Market & Masai School – Former Senior Marketing Executive at Nolan Edutech Pvt Ltd (Masai School)

#consumer

Third Bridge · 2026-09-30

2026.09.30 · TB · Auto

Indian EV Bus Supply Chain Expert

Indian EV Bus Manufacturing & Supply Chain Industry – Tata Motors & Olectra – Senior Role, Product Development at Tata Motors Ltd

#auto

Third Bridge · 2026-09-30

2026.09.30 · TB · Power

Infineon: Powering AI Server Megawatt Racks

Infineon – Powering the AI Server Grid & High-voltage Megawatt Racks

#power #semis #datacenter

Third Bridge · 2026-09-30

2026.09.30 · TB · Power

MacLean Power Systems & Delta Star Deal

MacLean Power Systems – Analysis If Acquisition of Delta Star & M&A Integration Progress

#power #industrials

Third Bridge · 2026-09-30

2026.09.30 · TB · Media

Neptune Retail Solutions Primer

Neptune Retail Solutions

#media #consumer

Third Bridge · 2026-09-30

2026.09.30 · TB · Energy

Nextpower Former Director Expert

Nextpower – Former Director at Nextracker Inc (Nextpower)

#energy #power

Third Bridge · 2026-09-30

2026.09.30 · TB · Optical

Optical Networking & Ciena Expert

Optical Networking Market & Ciena – Former Senior Executive, Product Management at Ciena Corp

#optical #networking

Third Bridge · 2026-09-30

2026.09.30 · TB · Retail

Petco Pet Retail Headwinds

Petco – Pet Retail Positioning as Headwinds Persist

#consumer

Third Bridge · 2026-09-30

2026.09.30 · TB · Consumer

European Sports Retail 3Q26 Update

Pulse – European Sports Retail – Adidas, Puma & Nike – Q3 2026 Update

#consumer

Third Bridge · 2026-09-30

2026.09.30 · TB · Semis

Samsung & TSMC Foundry Expert

Semiconductor Manufacturing Industry – Samsung Semiconductor & TSMC – Former VP at Samsung Electronics Co Ltd

#semis

Third Bridge · 2026-09-30

2026.09.30 · TB · Memory

SSD Controller Industry: Fadu & Sandisk

SSD Controller Industry – Fadu & Sandisk – Senior-level Role at ScaleFlux Inc

#memory #semis

Third Bridge · 2026-09-30

2026.09.30 · TB · TSM

TSMC 3Q26 Channel Check

TSMC – Q3 2026 Channel Check – Advanced Process Capacity Expansion Progress & Utilisation Rate Outlook (Conducted in Mandarin)

#semis

Third Bridge · 2026-09-30

2026.09.30 · TB · Energy

US Energy Waste Disposal & Milestone

US Energy Waste Disposal Market & Milestone Environmental – Former Senior Executive, Corporate Development at Milestone Environmental Services Inc

#energy

Third Bridge · 2026-09-30

2026.09.30 · TB · Consumer

US Processed Meat Market Expert

US Processed Meat Market – Aidells, Amylu Foods & Costco – Senior Procurement Executive at WinCo Foods Inc

#consumer #agriculture

Third Bridge · 2026-09-30

2026.09.30 · 9K · Optical

Optical Leader Channel Check III

Merit 光通信龙头公司调研III(2026-09-30 09:30:00)

#optical

Meritco 久谦 · 2026-09-30

2026.09.30 · 9K · Hardware

Siglent Expert: High-End VNA Demand

鼎阳科技离职专家|AI高阶PCB扩产与抽检转全检推动67G以上矢网需求由2026年1,250多台向2028年约2,500台增长，扩产与存量升级贡献约60%和40%，连接器需求同期升至1,600到1,700台，全球市场规模约30亿到40亿元、高口径约65亿元，是德科技份额超70%且国产替代仍以新增产线渐进导入为主

#hardware #pcb #china

Meritco 久谦 · 2026-09-30

2026.09.30 · 9K · Pharma

GSK Ex-Expert: Fast Inference Demand

GSK离职专家|GSK快速推理潜在需求按场景数量或占全部生成式AI推理服务需求约80%，机器学习模型开发可由一个月以上缩短至一个星期内，Teams转写总结趋向实时，Design Space与Laboratory Automation具备高算力价值

#pharma #ai-demand

Meritco 久谦 · 2026-09-30

2026.09.30 · 9K · Hardware

Vector Network Analyzer Channel Check II

Merit 矢量网络分析仪调研II(2026-09-30 11:30:00)

#hardware #china

Meritco 久谦 · 2026-09-30

2026.09.30 · 9K · AI Compute

Fast Inference Use Cases Channel Check

Merit 快速推理应用场景调研(2026-09-30 14:00:00)

#ai-demand #china

Meritco 久谦 · 2026-09-30

2026.09.30 · Substack · Aerospace

FTAI: Aviation Aftermarket Meets AI Power

Deep|FTAI: Aviation Aftermarket Meets AI Power

#industrials #power

Substack · 2026-09-30

2026.09.30 · Substack · Markets

TMTB EOD Wrap: Micron First Takes

EOD Wrap: Micron (MU) First Takes

#markets #memory

Substack · 2026-09-30

2026.09.30 · Substack · Memory

Micron HBM Speed Expert Call

[Expert Call Report] How Is Micron Making HBM Faster?

#memory

Substack · 2026-09-30

2026.09.30 · Substack · Markets

FUNDA Tomorrow X Summit Notice

Join FUNDA at Tomorrow X Summit

#markets

Substack · 2026-09-30

2026.09.30 · Substack · LLM

Model Behavior: George Saunders

#llm

Substack · 2026-09-30

2026.09.30 · Substack · LLM

Stratechery: OpenAI Dev Day & Dot

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT (Stratechery Update 9-30-2026)

#llm #agents

Substack · 2026-09-30

2026.09.30 · Substack · Robotics

Robot Power Suppliers

Robots Need Power. Let’s Look At Which Companies Supply It. (Free Article)

#robotics #power

Substack · 2026-09-30

2026.09.30 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-09-30

2026.09.30 · Substack · LLM

TMTB Podcast Intel: OpenAI DevDay & CoreWeave

TMTB Podcast Intel: OpenAI DevDay Coverage, CoreWeave’s (CRWV) CEO on the First Vera Rubin Customer, SAP’s CEO on …

#llm #cloud

Substack · 2026-09-30

2026.09.29 · AC · Materials

China Cement 1H26 Results Review Pt.2

2026年上半年水泥行业上市公司中报分析（下）—吨数据、盈利能力与四季度展望

#materials #china

AceCamp · 2026-09-29 23:12 · article 70567678

2026.09.29 · AC · Battery

LFP Tech Upgrades & Competition

磷酸铁锂技术升级与行业竞争

#battery #china

AceCamp · 2026-09-29 19:25 · article 70567676

2026.09.29 · AC · LLM

Anthropic S-1: $518B Compute Commitments

Anthropic招股书初步评估：5180亿是需求口径，不是订单口径

#llm #datacenter

AceCamp · 2026-09-29 18:30 · article 70567664

2026.09.29 · AC · Memory

Muse & Personal AI NAND Upside

Muse 之后，十亿个人 AI 能给 NAND 带来多大增量？

#memory #ai-demand

AceCamp · 2026-09-29 15:55 · article 70567643

2026.09.29 · AC · SemiCap

Semi Equipment Coatings & Parts Localization

半导体设备涂层价值量、零部件寿命趋势与核心零部件国产化格局

#semicap #china

AceCamp · 2026-09-29 15:18 · article 70567650

2026.09.29 · AC · Power

Supernode Bottlenecks Pt.2

超节点还能再堆一代吗｜篇二：钱买到的是排队位置，不是交期

#power #datacenter

AceCamp · 2026-09-29 09:36 · article 70567508

2026.09.29 · AC · PCB

CCL Leader Expert 3Q26 Update

CCL龙头2026Q3更新—高端产品占比、需求结构分化及厂商比较

#pcb

AceCamp · 2026-09-29 09:24 · article 70567622

2026.09.29 · AC · Power

AI Power Components Expert: DrMOS & TLVR

AI算力功率元器件深度调研：DrMOS量价齐升、TLVR电感技术演进与垂直供电趋势变革

#power #semis

AceCamp · 2026-09-29 09:05 · article 70567621

2026.09.29 · TB · AI Compute

China Compute Voucher Subsidies

AI Compute Industry 2026 Series – Computing Voucher Subsidy Issuance Mechanism & Demand-driving Trends (Conducted in Mandarin)

#datacenter #china

Third Bridge · 2026-09-29

2026.09.29 · TB · Security

AI Security Startups Progress

AI Foundation Model Industry 2026 Series – AI Security Startups’ Technology & Commercial Progress (Conducted in Mandarin)

#security #llm

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Le Wagon: AI & No-Code Training Market

AI, Low-code & No-code Training Market – Le Wagon, Contournement & Alegria – Former Senior Executive at Le Wagon Inc (Conducted in French)

#software

Third Bridge · 2026-09-29

2026.09.29 · TB · Healthcare

AI Receptionist Expert: Vocca & Doctolib

AI Receptionist Space – Vocca & Doctolib – Co-founder at a France-based Dental Clinic (Conducted in French)

#healthcare #agents

Third Bridge · 2026-09-29

2026.09.29 · TB · Airlines

Alaska Airlines Ancillary Products & Outlook

Alaska Airlines – Ancillary Product Roll-outs & Company Outlook

#transport

Third Bridge · 2026-09-29

2026.09.29 · TB · Consumer

Corsair Product Breadth & Profitable Growth

Corsair – Turning Product Breadth Into Profitable Growth

#consumer #hardware

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Devoteam: Sovereign Cloud & GenAI Delivery Pivot

Devoteam – Sovereign Cloud Realities & the GenAI Delivery Pivot

#software #cloud

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Klaviyo & Email Marketing Expert

E-mail & SMS Marketing Space & Klaviyo – Founder & CEO at a US-based Apparel Retailer

#software

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Enterprise AI Expert: Wells Fargo Cloud

Enterprise AI Industry – Former Senior Executive, Cloud Transformation at Wells Fargo & Co

#software #cloud

Third Bridge · 2026-09-29

2026.09.29 · TB · Energy

Equinor: Brazil Upstream & Supply Chain

Equinor – Upstream Activity in Brazil & Supply Chain Management

#energy

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Sustainability Software Market Expert

European & North American Sustainable Software Market – Former C-level Executive at Position Green Group Holding AS (Conducted in French)

#software

Third Bridge · 2026-09-29

2026.09.29 · TB · Defense

Exail Technologies & Thales Deal

Exail Technologies – How Does the Thales Deal Unlock New Potential?

#defense

Third Bridge · 2026-09-29

2026.09.29 · TB · Housing

Greentown Management: Agent Construction Expansion

Greentown Management – Agent Construction Project Expansion & Regional Competitiveness (Conducted in Mandarin)

#housing #china

Third Bridge · 2026-09-29

2026.09.29 · TB · Power

Aeroderivative Turbines Expert: GEV & Woodward

Industrial & Power Generation Equipment Manufacturing Industry – Solar Turbine, Woodward & GE Vernova – Former Senior Role, Global Services Aeroderivatives at GE Vernova Inc

#power #industrials

Third Bridge · 2026-09-29

2026.09.29 · TB · Healthcare

Integral Diagnostics FY27 Outlook

Integral Diagnostics – Maintaining Momentum & FY27 Performance Outlook

#healthcare

Third Bridge · 2026-09-29

2026.09.29 · TB · MedTech

IVF Expert: Kitazato & Vitrolife

IVF & ART Industry – Kitazato & Vitrolife – CEO at a Spain-based Diagnostics Firm

#medtech

Third Bridge · 2026-09-29

2026.09.29 · TB · Industrials

Madison Air: EBM-Papst Deal & Integration

Madison Air Solutions – Announced Acquisition of EBM-Papst & Integration Benchmarks

#industrials #thermal

Third Bridge · 2026-09-29

2026.09.29 · TB · Retail

UK Grocery Retail 3Q26 Demand Trends

Pulse – UK Grocery Retail – Q3 2026 Demand Trends & Market Share Movements

#consumer

Third Bridge · 2026-09-29

2026.09.29 · TB · Software

Regie.ai Sales AI Primer

Regie.ai

#software #agents

Third Bridge · 2026-09-29

2026.09.29 · TB · Financials

RIA Sector Update: Growth & AI

RIA Sector Update – Organic Growth, Consolidation & AI Impacting Financial Advice

#financials

Third Bridge · 2026-09-29

2026.09.29 · TB · SemiCap

Lithography 3Q26 Update & China Supply Chain

Semiconductor Equipment Series – Lithography Industry Q3 2026 Update & Overseas Expansion Opportunities for Chinese Supply Chain (Conducted in Mandarin)

#semicap #china

Third Bridge · 2026-09-29

2026.09.29 · TB · Chemicals

Sherwin-Williams Supply Chain Expert

Sherwin-Williams – Former Senior Executive, Supply Chain at Sherwin-Williams Co

#chemicals #materials

Third Bridge · 2026-09-29

2026.09.29 · TB · Industrials

Sterling Infrastructure Supply Chain Execution

Sterling Infrastructure – Supply Chain Bottlenecks & Field-level Mission-critical Execution

#industrials #datacenter

Third Bridge · 2026-09-29

2026.09.29 · TB · Consumer

Texas Roadhouse Growth Outlook

Texas Roadhouse – Can it Lasso More Growth Without Straining the Model?

#consumer

Third Bridge · 2026-09-29

2026.09.29 · TB · Insurance

Ardonagh Group: UK SME & Retail

The Ardonagh Group – UK SME & Retail Deep Dive & Expansion Opportunities

#financials

Third Bridge · 2026-09-29

2026.09.29 · TB · Energy

Viva Energy Fuel Station Economics

Viva Energy – Expansion Criteria & Fuel Station Economics

#energy

Third Bridge · 2026-09-29

2026.09.29 · TB · Energy

Voltalia: Helexia Brazil & Impairments

Voltalia – Helexia Brazil Plants Commissioning & Impairment Outlook

#energy

Third Bridge · 2026-09-29

2026.09.29 · 9K · Cloud

Server Pricing Expert Notes

纪要总结

#cloud

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · LLM

China LLM Channel Check V

Merit 国产模型调研V(2026-09-29 15:00:00)

#llm #china

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · MSFT

Microsoft Channel Check I

Merit 微软近况调研I(2026-09-29 13:30:00)

#cloud #software

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · Semis

Vector Network Analyzer Check

Merit 矢量网络分析仪调研(2026-09-29 16:00:00)

#semis

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · PCB

67GHz VNA Demand from China PCB Backplanes

电科思仪离职专家|中国大陆PCB高速背板推动67GHz矢量网络分析仪从去年无批量采购增至今年约500台、明年潜在需求2,000到3,000台，但产能瓶颈与半年以上导入周期可能使需求延续至2028年；单台售价可达200多万元、纯硬件毛利率可达75%甚至更高，是德科技交期排至2028年为海外及国产品牌打开补位窗口

#pcb #semicap #china

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · LLM

MiniMax Expert: H3 Usage & ARR Ramp

MiniMax离职专家|MiniMax的H3月度用量连续两个月翻倍、9月全方平台加To B业务收入约8,000万元并对应ARR约9.5亿元，12月ARR run rate目标为15亿元；M3 Pro预计10月份推出、静态能力可超过K3但frontier coding仍弱于Opus 4.8

#llm #china

Meritco 久谦 · 2026-09-29

2026.09.29 · 9K · MSFT

Microsoft Copilot Expert: Autopilot & FY27

微软离职专家|新版M Copilot以Home、Code和Autopilot统一入口并向AI OS平台演进，内部复杂多步骤任务成功率由约10%升至68%到70%但Autopilot失败率仍约29%，Home与Code预计FY27Q2落地、固定订阅与API Token按量收费并行，Microsoft 365 Copilot FY27收入目标130亿美元，Azure FY27 Q1收入预计约320亿美元

#agents #software

Meritco 久谦 · 2026-09-29

2026.09.29 · Substack · Agents

Meta Muse Skills: Public Cos Behind It

Deep|Meta Muse: The Software Companies Behind Its Actions (Part 1: Public Companies)

#agents #software

Substack · 2026-09-29

2026.09.29 · Substack · LLM

Open-Weight Catch-Up Won't Last

Deep|LLM: Open-Weight Models’ Low-Cost Catch-Up Is Unlikely to Last

#llm

Substack · 2026-09-29

2026.09.29 · Substack · Markets

Gaetano Weekly Recap

All That Happened This Past Week. And What This Week Will Bring.

#markets

Substack · Gaetano · 2026-09-29

2026.09.29 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · 2026-09-29

2026.09.29 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · 2026-09-29

2026.09.29 · Substack · Markets

TMTB Podcast Intel: Claude Code & Memory

TMTB Podcast Intel: Anthropic’s Shihipar on Where Claude Code Goes Next, The Circuit on Memory Pricing and the Age…

#markets #llm

Substack · 2026-09-29

2026.09.29 · Substack · Memory

SKHY DRAM on Logic & Bonders

SK hynix's DRAM on Logic: Who Stacks It, and Who Buys the Bonders?

#memory #semis

Substack · 2026-09-29

2026.09.29 · Substack · META

Stratechery: Meta Agents & Enterprise

One More Note on Agents, Meta Connect, Meta Enterprise Platform (Stratechery Update 9-29-2026)

#agents #internet

Substack · 2026-09-29

2026.09.29 · Substack · Optical

ECOC 2026 Takeaways: NPO

Research|Optics: ECOC 2026 Takeaways, NPO Gains Momentum as Slow and Wide Takes Shape

#optical

Substack · 2026-09-29

2026.09.29 · Substack · TSEM

TSEM: Foundry Behind the Optics Ramp

TSEM: The Foundry Behind the Optics Ramp

#optical #semis

Substack · 2026-09-29

2026.09.29 · FUNDA · LLM

Anthropic Model Tiering Economics

Anthropic — 模型分层经济性与生命周期价值

#llm

Funda · 2026-09-29

2026.09.29 · FUNDA · Healthcare

CVS Health Expert: AI Spend to Production

CVS Health — AI 支出向生产环境接口倾斜

#healthcare #software

Funda · 2026-09-29

2026.09.29 · FUNDA · Hardware

Wistron AI Server Ramp & Bottlenecks

纬创 — AI 服务器放量经济效益与交付瓶颈

#hardware #datacenter

Funda · 2026-09-29

2026.09.29 · SA · Datacenter

SemiAnalysis: DCD Connect London 2026

DCD Connect London 2026 Conference Note

#datacenter #power

SemiAnalysis · 2026-09-29

2026.09.28 · AC · Materials

Gallium Oxide Deep Dive

β氧化镓产业深度分析—全过程工艺、技术门槛、中日比较

#materials #semis

AceCamp · 2026-09-28 22:10 · article 70567619

2026.09.28 · AC · Thermal

Rubin TIM Materials Expert

Rubin散热材料专家调研-TIM材料升级逻辑，供应商格局，价值量，金刚石散热产业进展

#thermal #materials

AceCamp · 2026-09-28 21:25 · article 70567618

2026.09.28 · AC · LLM

Doubao & OpenAI C-End Monetization

AI赛道C端变现的问题生态公司同样面临：字节豆包团队市场传言砍一半 _ 日活 + 月活数据近期冲高也难掩亏钱问题 _ 换句说话Open AI的处境并非独有

#llm #internet

AceCamp · 2026-09-28 20:56 · article 70567617

2026.09.28 · AC · Optical

TEC & Ceramic Substrate Check

TEC及陶瓷基板调研：英伟达TEC基板核心供应商，1.6T与CW方案驱动量价齐升

#optical

AceCamp · 2026-09-28 17:35 · article 70567604

2026.09.28 · AC · Optical

Optical Leader: 1.6T Ramp

光通信龙头调研：1.6T光模块量产启航，Meta_Oracle订单支撑2027年高增长预期

#optical

AceCamp · 2026-09-28 17:31 · article 70567600

2026.09.28 · AC · Power

VPD Equipment Check

VPD设备行业调研：研发进度不及预期，存算一体技术或颠覆 SPD 市场

#power #semis

AceCamp · 2026-09-28 17:31 · article 70567602

2026.09.28 · AC · Datacenter

China CSP 2027 Compute & Interconnect

国内CSP龙头调研：2027 算力部署规划与高速互联供应链深度分析

#datacenter #china

AceCamp · 2026-09-28 17:29 · article 70567603

2026.09.28 · AC · Optical

Thin-Film Lithium Niobate for 1.6T

薄膜铌酸锂材料领跑1.6T算力需求，8英寸量产确立成本与性能优势

#optical #materials

AceCamp · 2026-09-28 17:28 · article 70567598

2026.09.28 · AC · PCB

AI PCB Process & Equipment Check

AI PCB 制造工艺与设备调研：设备国产化进度与良率管控门槛

#pcb #semicap

AceCamp · 2026-09-28 17:23 · article 70567597

2026.09.28 · AC · Semis

Will CPUs Repeat the Memory Price Spike

CPU会不会复制内存式价格暴涨？

#semis

AceCamp · 2026-09-28 17:16 · article 70567504

2026.09.28 · AC · Power

AI DC Power: HVDC & Vertical Power

AI 数据中心供电架构升级：柜外 HVDC 与板级垂直供电

#power #datacenter

AceCamp · 2026-09-28 15:55 · article 70567575

2026.09.28 · AC · Agents

Meta Muse Take-Rate Model

Meta Muse的交易抽成商业模式是否走得通？障碍在哪里？能否复制？

#agents #internet

AceCamp · 2026-09-28 · article 70567505

2026.09.28 · AC · Agents

Meta Muse: Consumer Agent Stack

Meta Muse：消费级Agent第一次把云端执行、安全与交易入口装进一个产品

#agents #internet

AceCamp · 2026-09-28 · article 70567551

2026.09.28 · AC · Agents

Tencent WorkBuddy & WeChat AI

WorkBuddy产研调研：微信AI进展缓慢不只是模型能力问题，真正约束在第三方服务商利益分配； Agent预聊已灰度上线，大型小程序的接入模式选择

#agents #internet

AceCamp · 2026-09-28 · article 70567606

2026.09.28 · AC · Agents

WorkBuddy B2B Monetization

WorkBuddy的B端变现、用户结构

#agents #software

AceCamp · 2026-09-28 · article 70567572

2026.09.28 · AC · Battery

CATL CapEx vs 50% Payout

宁德时代：CapEx重新上行情况下，50%分红率能否守得住？

#battery

AceCamp · 2026-09-28 · article 70567526

2026.09.28 · AC · Chemicals

Agrochemical Leader Update

农药龙头近况更新—海外市场及竞争格局

#chemicals

AceCamp · 2026-09-28 · article 70567584

2026.09.28 · AC · Cloud

Alibaba Yunqi Review: Agentic Cloud

云栖大会深度复盘：从Qwen、Agent到Agentic Cloud，拆解阿里云AI战略的三层跃迁

#cloud #llm

AceCamp · 2026-09-28 · article 70567588

2026.09.28 · AC · Datacenter

China CSP AIDC & AI Chip Sourcing

头部CSP调研：AIDC部署规划及大致落地节奏，AI芯片采购策略及大致结构，AI服务器核心部件供应商格局 – 寒武纪_天数_润泽_秦淮数据

#datacenter #china

AceCamp · 2026-09-28 · article 70567455

2026.09.28 · AC · IoT

Module Maker: Memory Cost Pass-Through

通信模组调研_ 存储涨价向下游传导的节奏与幅度, 车载单车价值量与智能模组占比的提升路径

#memory #auto

AceCamp · 2026-09-28 · article 70567560

2026.09.28 · AC · LLM

Anthropic vs GPT-6 Astra Token Efficiency

Claude应对GPT-6 Astra在Token效率上的攻势、用户对订阅额度消耗过快的反弹、下一代旗舰模型在IPO后的预览时机，以及2027年拓展新垂直领域与算力方面的发力点

#llm

AceCamp · 2026-09-28 · article 70567556

2026.09.28 · AC · MSFT

Nadella on Copilot Pricing & Routing

微软CEO Satya Nadella谈微软Copilot全功能整合：混合定价模式与模型路由驱动企业级AI普惠

#software #llm

AceCamp · 2026-09-28 · article 70567601

2026.09.28 · AC · Networking

Switch Market 2026-27 Outlook

交换机市场调研：2026年及2027年市场供需变化展望，博通、Marvell、盛科、云合等产品对比，国产51.2T发展预期，监管审查对博通后续发展影响

#networking #semis

AceCamp · 2026-09-28 · article 70567456

2026.09.28 · AC · Optical

OCS Industry: 2027 Inflection

OCS 行业交流：2027 年放量拐点、英伟达定制化需求与 MEMS_液晶_压电_波导路线博弈

#optical

AceCamp · 2026-09-28 · article 70567609

2026.09.28 · AC · Packaging

Glass Substrate: Dev vs Qualification

英伟达给玻璃载板厂两年：限期的是开发，量产仍看认证

#packaging #semis

AceCamp · 2026-09-28 · article 70567528

2026.09.28 · AC · Packaging

NVDA Glass Substrate Push

英伟达加码玻璃基板：AI封装从材料替代走向工艺链重构

#packaging #semis

AceCamp · 2026-09-28 · article 70567529

2026.09.28 · AC · PCB

High-Speed CCL Supply Chain Check

高速CCL供应链调研：下一代卫星CCL的升级方向， Trainium新一代项目的技术路径选择，NVIDIA推动的CPO三层架构与MCP卡位，泰国扩产进度拉开的2027 PCB厂分化

#pcb

AceCamp · 2026-09-28 · article 70567605

2026.09.28 · AC · Power

China Power Equipment Going Global

中国六大电力设备出海：七大区域市场的需求结构、制度约束与进入模式匹配

#power #industrials

AceCamp · 2026-09-28 · article 70567535

2026.09.28 · AC · Power

Oracle & Bloom: AI Power Delivery Test

Oracle等电，Bloom等交付：AI电力交易的新考验

#power

AceCamp · 2026-09-28 · article 70567537

2026.09.28 · AC · Robotics

Dexterous Hand Leader Update

灵巧手龙头近况更新—技术路线、产品参数及出货情况

#robotics

AceCamp · 2026-09-28 · article 70567527

2026.09.28 · AC · SemiCap

China SemiCap 2026 Cycle

半导体设备景气度2026年走强，AI与国产替代驱动千亿营收目标

#semicap

AceCamp · 2026-09-28 · article 70567608

2026.09.28 · AC · SemiCap

SemiCap Expert: Demand & Margins

半导体设备调研：技术迭代驱动需求倍增，供应链约束短期毛利

#semicap

AceCamp · 2026-09-28 · article 70567553

2026.09.28 · TB · APD

Air Products Supply Chain & Capital

Air Products – Continued Supply Chain Headwinds & Capital Allocation Outlook

#industrials #chemicals

Third Bridge · 2026-09-28

2026.09.28 · TB · Fintech

Funding Circle Platform vs Credit

Funding Circle – Platform Powerhouse or Cyclical Credit Play?

#financials

Third Bridge · 2026-09-28

2026.09.28 · TB · Industrials

PepsiCo Water Treatment

Water Treatment Industry & PepsiCo – Former Senior Executive, Supply Chain at PepsiCo Inc

#industrials #consumer

Third Bridge · 2026-09-28

2026.09.28 · TB · MedTech

Photon-Counting CT, MRI & Ultrasound

Photon-counting CT Scanner, MRI & Ultrasound Technology Market – Canon & Shanghai United Imaging Healthcare – Senior Marketing Executive, CT at Koninklijke Philips NV

#medtech

Third Bridge · 2026-09-28

2026.09.28 · TB · MedTech

Pulsed Field Ablation Throughput

Pulsed Field Ablation – Health System Throughput & Dual-energy Ablation Technology

#medtech

Third Bridge · 2026-09-28

2026.09.28 · TB · Pharma

Latigo LTG-001 Non-Opioid Pain

Latigo Biotherapeutics – LTG-001 Deep Dive & Outlook for Non-opioid Pain Medications

#pharma

Third Bridge · 2026-09-28

2026.09.28 · TB · Power

Transformer Industry 3Q26 Update

Transformer Industry Q3 2026 Update – Eaglerise & Jinpan Smart Technology (Conducted in Mandarin)

#power #industrials

Third Bridge · 2026-09-28

2026.09.28 · 9K · Pharma

Merit Roadshow: US-China Pharma

Merit 公开路演：中美医药研究更新(2026-09-28 15:00:00)

#pharma

Meritco 久谦 · 2026-09-28

2026.09.28 · 9K · Weekly

Meritco Forum Weekly 0927

260927 久谦论坛调研周报

#weekly

Meritco 久谦 · 2026-09-28

2026.09.28 · Substack · Agents

FUNDA Weekly: Consumer Agents

Weekly|Consumer Agents Take Center Stage, Expert Network for Independent Researchers, Meta Muse, CPU and Cybersecu…

#agents #weekly

Substack · FUNDA · 2026-09-28

2026.09.28 · Substack · Agents

Stratechery: Apps, Agents & Aggregation

Apps, Agents, and Aggregation (Stratechery Article 9-28-2026)

#agents #internet

Substack · Ben Thompson · 2026-09-28

2026.09.28 · Substack · Markets

Gaetano Weekly Recap

All That Happened This Past Week. And What This Week Will Bring.

#markets

Substack · Gaetano · 2026-09-28

2026.09.28 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · TMT Breakout · 2026-09-28

2026.09.28 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · TMT Breakout · 2026-09-28

2026.09.28 · Substack · Markets

TMTB Podcast Intel

TMTB Podcast Intel: Instinct Founder on ILTB; Nvidia (NVDA)’s Jensen; Altassian (TEAM)’s CEO; Cloudflare (NET)’s C…

#markets

Substack · TMT Breakout · 2026-09-28

2026.09.28 · Substack · Memory

SemiAnalysis: GLM5.3 Sparse Attention & HBM

How GLM5.3 Sparse Attention Affects HBM Memory Usage

#memory #llm

Substack · SemiAnalysis · 2026-09-28

2026.09.28 · SA · Optical

SemiAnalysis: CW Laser Oversupply

Red Seas Ahead for CW Lasers

#optical #china

SemiAnalysis · 2026-09-28

2026.09.27 · AC · Power

Supernode Bottlenecks Pt.1

超节点还能再堆一代吗｜篇一：先卡住的是电力，不是芯片

#power #datacenter

AceCamp · 2026-09-27 15:36 · 研究文章 · article 70567507

2026.09.27 · Weekly · Pharma

NVO M&A & Obesity Weekly

260926 医药周报：NVO CMD大会增添更多市场质疑，新任CEO表态明确把并购列为重要选项，并把方向指向肥胖相邻领域。减肥药领域，潜力优质资产VKTX VK-2735维持期

#pharma

医药周报 · Zhe Zhang · 2026-09-27 10:25

2026.09.27 · AC · Power

China Compute West & Green Power

算力西迁的电力地图：东数西算如何改写绿电消纳

#power #datacenter

AceCamp · 2026-09-27 08:47 · 研究文章 · article 70567520

2026.09.27 · AC · AAPL

Apple MIM Applications Review

苹果MIM应用深度复盘—核心场景、下一代产品及迭代方向

#consumer #hardware

AceCamp · 2026-09-27 · article 70567523

2026.09.27 · AC · Materials

China Cement 1H26 Review Pt.1

2026年上半年水泥行业上市公司中报分析（上）—三向挤压与盈利路径

#materials

AceCamp · 2026-09-27 · article 70567522

2026.09.27 · AC · Semis

Silicon Wafer Price & Laser Anneal

硅片要涨40%、月缺百万片：12英寸大硅片疯狂扩产，激光退火这台“隐形卖铲人”是谁在供货？

#semis #semicap

AceCamp · 2026-09-27 · article 70567521

2026.09.27 · Substack · AKAM

Gaetano AKAM Thesis & Model

AKAM: My Newest Position. Let’s Visit the Thesis and Financial Model

#cloud #security

Substack · Gaetano · 2026-09-27 · Paid

2026.09.27 · Substack · AMZN

Agents vs Sponsored Ads

Amazon (AMZN) and Agentic AI: do agents actually click on sponsored adds?

#internet #agents

Substack · TMT Breakout · 2026-09-27 · Paid

2026.09.26 · AC · GOOG

Google Model Pressure & TPU

谷歌：模型层面的压力带来动作的变形，跑分造假再次被曝光 _ AI to science继续攻克 _ TPU秀肌肉时刻再现 _ Gemini 4的市场放风等分析

#llm #asic

AceCamp · 2026-09-26 21:56 · 研究文章 · article 70567519

2026.09.26 · AC · Semis

AI Supply Chain Pricing Power

AI供应链的定价悖论：为何单点卡口提价谨慎，而寡头却更敢涨价？

#semis #pcb #memory

AceCamp · 2026-09-26 17:54 · 研究文章 · article 70567418

2026.09.26 · AC · AI Demand

Token Price vs Revenue

AI成本降了1000倍，下一轮AI交易靠什么？ ——Epoch测出了旧能力的降价，市场在等待新能力带来多少真实收入

#ai-demand #llm

AceCamp · 2026-09-26 13:47 · 研究文章 · article 70567514

2026.09.26 · AC · Agents

Agent Monetization Map: China

Agent变现全景图 _ 国内篇：阿里云赚到了Agent的钱，WorkBuddy赚到的是吆喝

#agents #cloud

AceCamp · 2026-09-26 · article 70567472

2026.09.26 · AC · Datacenter

Alibaba Supernodes & ByteDance Sourcing

头部云厂商算力供给学习：阿里云超节点交付与自研芯片进度、字节算力采购结构

#datacenter #china

AceCamp · 2026-09-26 · article 70567518

2026.09.26 · AC · Materials

MFC Concept Stocks

MFC概念股成色分析：谁是买家，谁是卖家

#materials

AceCamp · 2026-09-26 · article 70567307

2026.09.26 · AC · Networking

Supernode Interconnect & UALink

超节点互联生态与国产算力供给学习：UALink 开放协议落地

#networking #china

AceCamp · 2026-09-26 · article 70567516

2026.09.26 · AC · PCB

SAP/mSAP Laser Supply Chain

SAP&mSAP工艺激光产业链分析—大族数控芯碁微装等

#pcb #semicap

AceCamp · 2026-09-26 · article 70567511

2026.09.26 · 9K · Optical

Optical Leader Channel Check II

Merit 光通信龙头公司调研II(2026-09-26 10:00:00)

#optical

Meritco 久谦 · 2026-09-26

2026.09.26 · Substack · Cloud

Neocloud IPO Bigger Backlog Than CRWV

This Unknown Neocloud IPO Has A Bigger Backlog Than Coreweave

#cloud #datacenter

Substack · Asymmetrical Bets · 2026-09-26

2026.09.26 · Substack · INDI

Gaetano INDI at $3

INDI at $3: Why I Think the Setup Is Compelling

#semis #auto

Substack · Gaetano · 2026-09-26

2026.09.26 · Substack · INTC

SemiAnalysis Panther Lake Teardown

Intel Panther Lake Teardown

#semis

Substack · SemiAnalysis · 2026-09-26

2026.09.25 · AC · Agents

Agent Monetization Map: Overseas

Agent变现全景图 _ 海外篇：Anthropic赚到了Agent的钱，ChatGPT赚到的是用户

#agents #llm

AceCamp · 2026-09-25 · article 70567503

2026.09.25 · AC · Battery

Automaker In-House Batteries

自研电池到底是不是车企核心竞争力？—兼论“去宁化”与比亚迪经验复盘

#battery #auto

AceCamp · 2026-09-25 · article 70567506

2026.09.25 · AC · Semis

Silicon Capacitors vs MLCC

硅电容会是下一个MLCC么？—— 从三星电机长约对比说起

#semis

AceCamp · 2026-09-25 · article 70567275

2026.09.25 · AC · Thermal

Rubin Liquid Cooling Premium

英伟达Rubin液冷谁拿溢价：相变还没排期，冷板已成公板

#thermal #datacenter

AceCamp · 2026-09-25 · article 70566894

2026.09.25 · AC · Weekly

AceCamp Weekly Research Update

本周研究更新_ 2027年1.6T DSP供需与产能，Meta Muse赢的是包装，宁德时代估值关键，CPO_NPO放量在即、份额稳固，NPO供应链转移及2027-2028年需求预测，光互联供应链，Anthropic_OpenAI企业应用调研

#weekly #optical

AceCamp · 2026-09-25 · article 70567510

2026.09.25 · TB · EXPN

Experian Fraud Upsell & AI

Experian – Fraud & Financial Crime Upsell & AI Expectations

#financials #software

Third Bridge · 2026-09-25

2026.09.25 · TB · Financials

European FS AI Demand: Mistral & HSBC

European Financial Services Sector & AI Demand – Mistral AI & HSBC – Former Head at HSBC Holdings plc

#financials #llm

Third Bridge · 2026-09-25

2026.09.25 · TB · FLUT

Flutter UK Player Environment

Flutter Entertainment – UK Player Environment, Competitive Dynamics & Long-term Outlook

#consumer

Third Bridge · 2026-09-25

2026.09.25 · TB · Insurance

Australian Motor Insurance Claims

Australian Motor Insurance – Claims Inflation, EV Underwriting & Smash Repair Negotiations

#financials

Third Bridge · 2026-09-25

2026.09.25 · TB · Media

Cox Media Group & FCC Cap

Cox Media Group – Will FCC Ownership Cap Changes Lead to Long-awaited Sale?

#media

Third Bridge · 2026-09-25

2026.09.25 · TB · Retail

India Fashion E-Commerce: Ex-H&M

Indian Fashion & E-commerce Retail Industry – Former Senior Executive, Merchandising & Sales at H&M Hennes & Mauritz AB

#consumer

Third Bridge · 2026-09-25

2026.09.25 · TB · Software

Heaps.ai Expert

Heaps.ai

#software

Third Bridge · 2026-09-25

2026.09.25 · TB · Utilities

Puget Sound Energy Returns & CapEx

Puget Sound Energy – Returns Outlook & CAPEX Plan Stability

#power

Third Bridge · 2026-09-25

2026.09.25 · GP · AMC

AMC & Warner Bros Deal

AMC Entertainment: Former President of Programming Discusses the Impact of the Warner Brothers Deal

#media

GuidePoint · 2026-09-25

2026.09.25 · GP · Housing

Keepmoat Affordable Housing

Keepmoat aka Maison Bidco Limited: A Former Director Evaluates Affordable Housing Funding, Planning Constraints, Build-Cost Pressures, and the Path Back to EBITDA Growth for This UK Housebuilder

#housing

GuidePoint · 2026-09-25

2026.09.25 · GP · Industrials

Davis-Standard ETG Acquisition

Davis-Standard: Former Vice Chairman Discusses the Transformational Impact of Its ETG Acquisition

#industrials

GuidePoint · 2026-09-25

2026.09.25 · GP · MedTech

Rad AI Customer Review

Healthcare AI Series | Rad AI: A Customer Evaluates This AI-Powered Radiology Workflow Platform

#medtech #software

GuidePoint · 2026-09-25

2026.09.25 · GP · Trucking

Truckload Chairman: Peak Season

Truckload: Chairman at a Large Carrier on September Supply/Demand and Peak Season Expectations

#transport

GuidePoint · 2026-09-25

2026.09.25 · Substack · Internet

Stratechery Weekly: Aggregator Wars

Begun, the Aggregator Wars Have (This Week in Stratechery)

#internet #agents

Substack · Ben Thompson · 2026-09-25

2026.09.25 · Substack · LLM

Enterprise AI Adoption Survey Vol.5

Deep|LLM: Enterprise AI Adoption Survey (Vol. 5) - Cost Optimization and Application Expansion Proceed Together; B…

#llm #software

Substack · FUNDA · 2026-09-25

2026.09.25 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · TMT Breakout · 2026-09-25

2026.09.25 · Substack · Markets

TMTB Podcast Intel: Nadella on Agents

TMTB Podcast Intel: Microsoft’s (MSFT) Satya Nadella on an Agent Market Bigger Than Cloud, Akamai’s (AKAM) Tom Lei…

#markets #agents

Substack · TMT Breakout · 2026-09-25

2026.09.25 · SA · Semis

SemiAnalysis: Muse, Doosan, ASE & TPU

Muse Scares Amazon, Doosan’s Largest Bet, ASE’s Test Buildout, TPU Ahead of GB200, Opus 5.5 Release

#semis #ai-demand

SemiAnalysis · 2026-09-25

2026.09.24 · AC · Agents

Amazon Blocks Meta Muse

亚马逊连夜封杀 Meta Muse：680 亿美元广告盘保卫战，AI 代理人之争开始了

#agents #internet

AceCamp · 2026-09-24 · article 70567477

2026.09.24 · AC · Agents

Meta Muse Takeaways

Meta Muse的短暂高光时刻至少带来了两点启示：数据表现 _ Meta需要触底反弹 _ 市场迫切关注AI的变现场景效果

#agents #internet

AceCamp · 2026-09-24 · article 70567460

2026.09.24 · AC · Agents

Next Muse: GOOG Global, Tencent China

下一个Muse：全球押谷歌，中国押腾讯，字节是黑马

#agents #internet

AceCamp · 2026-09-24 · article 70567461

2026.09.24 · AC · Agents

Shopify & Muse Profit Share

Shopify接住了Muse，能接住多少利润？

#agents #internet

AceCamp · 2026-09-24 · article 70567480

2026.09.24 · AC · Agriculture

Ag Commodity Outlook

农产品供需及价格展望

#agriculture

AceCamp · 2026-09-24 · article 70567500

2026.09.24 · AC · ASIC

TPU Supply Chain Check

TPU 调研：供应链调研以及TPU后续迭代

#asic

AceCamp · 2026-09-24 · article 70567499

2026.09.24 · AC · Battery

Battery Maker: OEM De-CATL Trend

动力电池C公司调研：部分主机厂“去C化”的趋势及影响，自建Pack成本节省预测，国内外储能盈利性及规模预期

#battery #auto

AceCamp · 2026-09-24 · article 70567469

2026.09.24 · AC · Consumer

Arc'teryx Channel Check

始祖鸟监控动销率严控零售折扣，女子品类和越野跑鞋驱动高增，Q4旺季预期回升

#consumer

AceCamp · 2026-09-24 · article 70567466

2026.09.24 · AC · Consumer

Sanrio Park Lessons for POP LAND

三丽鸥乐园最值得POP LAND学习的四个能力：IP人格的情绪价值，粉丝互动，限定经济和成年人的童话体验之旅

#consumer

AceCamp · 2026-09-24 · article 70567459

2026.09.24 · AC · Gaming

Tencent Overseas Games

鹅厂海外游戏：中重度游戏长线运营趋势明显，自研游戏驱动增长，预期未来有所增长

#gaming #internet

AceCamp · 2026-09-24 · article 70567497

2026.09.24 · AC · Internet

TikTok Ads & E-Commerce Check

TikTok调研：用户心智变化，广告和电商爆发性增长

#internet

AceCamp · 2026-09-24 · article 70567496

2026.09.24 · AC · LLM

Auto Researchers & AI Capital Returns

自动研究员开始消耗算力：RSI如何改变AI资本回报判断

#llm #ai-demand

AceCamp · 2026-09-24 · article 70567495

2026.09.24 · AC · LLM

Industrial Vertical LLM Deployment

工业垂类大模型AI项目获客和部署流程，和国产头部模型的竞争展望，海外市场拓展等。

#llm #software

AceCamp · 2026-09-24 · article 70567494

2026.09.24 · AC · LLM

Jev Impact on Optics, Memory & CPU

一个 Decision 的旅程：Jev的应用对光_存_CPU影响几何？从模型内部 KV Cache到 Agent 外部状态

#llm #memory

AceCamp · 2026-09-24 · article 70567454

2026.09.24 · AC · LLM

LLM Price War: Labs vs Inference Clouds

LLM价格战先淘汰独立模型公司，还是独立推理云？

#llm #cloud

AceCamp · 2026-09-24 · article 70567446

2026.09.24 · AC · LLM

NA LLM Check: Compute & Gemini Roadmap

北美大模型及应用调研：OpenAI及Anthropic在模型训练领域算力投入力度变化，Gemini新一代模型迭代规划及性能目标，Coding、AI办公、AI4S等领域应用对比，AI安全影响等

#llm

AceCamp · 2026-09-24 · article 70567475

2026.09.24 · AC · LLM

Opus 5.5 vs GPT-6 Sol/Luna Pricing

Anthropic向上打性价比, OpenAI向下卷低价API ——Opus 5.5与GPT-6 Sol_Luna重构成本格局，直击GLM与DeepSeek价格带

#llm

AceCamp · 2026-09-24 · article 70567457

2026.09.24 · AC · Materials

Japan Silica Powder Leader Update

日系硅微粉龙头近况更新—产品类型、产能及出货量等

#materials #pcb

AceCamp · 2026-09-24 · article 70567479

2026.09.24 · AC · Memory

Memory Industry Expert Check

存储行业调研：存储市场分化，HBM 溢价收窄，服务器供需紧张延续

#memory

AceCamp · 2026-09-24 · article 70567483

2026.09.24 · AC · META

Zuckerberg at Connect 2026

Meta首席执行官Mark Zuckerberg：Meta 战略转向个人超级智能——Muse 代理生态与三类 AI 硬件矩阵发布

#agents #internet

AceCamp · 2026-09-24 · article 70567482

2026.09.24 · AC · Metals

Copper: Mine Gap, No Refined Shortage

铜：缺口停在矿山，没有传到精铜 —— 紫金_洛钼_云铜_江铜影响差异分析

#metals

AceCamp · 2026-09-24 · article 70567447

2026.09.24 · AC · Networking

AI Interconnect: OCS, ICI, UALink

AI互联调研：英伟达OCS方案进展，谷歌ICI技术局限性，UALink与NVLink对比，Marvell与Astera Labs竞争变化

#networking #optical

AceCamp · 2026-09-24 · article 70567473

2026.09.24 · AC · Optical

1.6T LPO/NPO & Module BOM

光通信调研_ 1.6T LPO_NPO演进与产能规划, 光模块BOM及电源芯片需求, 高速TIA_Driver国产化进展等-聚焦中际旭创_新易盛_圣邦_TI_ADI_优迅等

#optical #semis

AceCamp · 2026-09-24 · article 70567470

2026.09.24 · AC · Optical

China Optics (1): 1.6T Engines & EML

大陆光通信系列(1)_1.6T光引擎放量与200G EML供给, CPO_NPO耦合路径与FAU结构, ELS模组整合及115.2T CPO价值量 - 聚焦NVIDIA_Mellanox_Lumentum_Marvell_Fabrinet_中际旭创_新易盛_索尔思_源杰

#optical

AceCamp · 2026-09-24 · article 70567467

2026.09.24 · AC · Optical

China Optics (2): CPO/NPO & dFAU

大陆光通信系列(2)_CPO_NPO识别与dFAU架构切换, ELS模组扩产及高功率光源需求, 无源器件量产壁垒与供应链开放 - 聚焦NVIDIA_Mellanox_Lumentum_Coherent_中际旭创_新易盛_光库科技_Marvell

#optical

AceCamp · 2026-09-24 · article 70567468

2026.09.24 · AC · Optical

Foundry Check: PD/Laser & 6in InP

代工大厂调研2_AI光通信产能紧张及PD_激光器代工扩张,200G PD量产及六英寸InP升级,MOCVD产能瓶颈及Foundry机会-聚焦Lumentum_Qorvo_Skyworks_SpaceX等

#optical #semis

AceCamp · 2026-09-24 · article 70567488

2026.09.24 · AC · Optical

Foundry Check: SiPh Capacity & NPO

代工大厂调研_8英寸硅光产能锁定及收入放量,NPO驱动12英寸硅光扩产及新厂建设,1.6T_3.2T光模块升级及TIA需求增长-聚焦NVIDIA_旭创_新易盛_Coherent_羲禾_熹联_赛丽_GlobalFoundries_Semtech_MACOM_意法半导体_联电_粤芯等

#optical #semis

AceCamp · 2026-09-24 · article 70567489

2026.09.24 · AC · Optical

Hollow-Core Fiber Economics

空芯光纤：门槛在接头不在光纤，柜内的账算不平

#optical

AceCamp · 2026-09-24 · article 70566896

2026.09.24 · AC · Optical

NA Optics (7): Scale-Across & DCI

北美光通信系列(7)_Scale-across与800G相干互联, DCI需求放量与产能约束, InP单片集成_硅光方案差异, 1.6T以上调制平台演进 - 聚焦Infinera_Ciena_Lumentum_Coherent_NTT_中际旭创_Cisco

#optical

AceCamp · 2026-09-24 · article 70567462

2026.09.24 · AC · Optical

NA Optics (8): DCI Coherent Supply

北美光通信系列(8)_DCI相干模块供给与客户扩张, 800G价格及产能爬坡, 6寸InP扩产与2.4T定制方案演进 - 聚焦谷歌_Ciena_Cisco_Acacia_中际旭创_Arista_AXT

#optical

AceCamp · 2026-09-24 · article 70567463

2026.09.24 · AC · Optical

NA Optics: Supplier Mix & 2027 Demand

北美光通信调研_ 光模块供应商格局变化, 27年800G_1.6T_NPO模块需求展望, 不同方案OCS需求前景, 上游零部件供应瓶颈 - 聚焦旭创_Lumentum_Coherent_源杰_索尔思

#optical

AceCamp · 2026-09-24 · article 70567471

2026.09.24 · AC · Optical

OCS Expert: Tech Routes & Supply

OCS调研_ 不同技术路线及应用场景, 液晶方案量产瓶颈、出货节奏和产能规划, 客户需求和验证进展, 供应商份额格局

#optical

AceCamp · 2026-09-24 · article 70567486

2026.09.24 · AC · Optical

Optical Components: NV In-House Modules

光器件厂商调研——NV自产光模块情况_1.6T光模块进展_CPO_DFAU_ELS

#optical

AceCamp · 2026-09-24 · article 70567501

2026.09.24 · AC · Packaging

Glass Substrate TGV Laser Bottleneck

从186亿到4.6亿美元，玻璃基板市场规模差40倍，真正卡量产的不是材料是这把激光：三星三次跳票背后，TGV设备谁在供货？

#packaging #semicap

AceCamp · 2026-09-24 · article 70567450

2026.09.24 · AC · PCB

CCL Maker Expert TPU Materials Check

材料大厂在TPU项目的出货量和供应份额，HVLP3铜箔消耗，CCL大客户需求更新，下一代加速卡材料判断等。台光_沪电_德福_胜宏

#pcb #asic

AceCamp · 2026-09-24 · article 70567492

2026.09.24 · AC · PCB

Glass Cloth, CCL, PCB Profit Order

先涨的先跌：电子布、CCL、PCB的利润分配与回吐顺序

#pcb #materials

AceCamp · 2026-09-24 · article 70567453

2026.09.24 · AC · PCB

Japan CCL Leader Sep Update

日系CCL龙头9月更新—需求旺盛与扩产克制，成本上涨与供应链紧张

#pcb

AceCamp · 2026-09-24 · article 70567458

2026.09.24 · AC · PCB

RCC & mSAP for AI Optics

RCC与mSAP双轮驱动，AI及高阶光模块进入产能释放期

#pcb #optical

AceCamp · 2026-09-24 · article 70567478

2026.09.24 · AC · Pharma

Harbour BioMed NDR

和铂医药（02142.HK）NDR：三大增长引擎加速兑现与未来12个月催化剂

#pharma

AceCamp · 2026-09-24 · article 70567481

2026.09.24 · AC · Power

800V HVDC Industry Breakdown

800V HVDC从过渡方案到终极形态的产业拆解

#power #datacenter

AceCamp · 2026-09-24 · article 70567451

2026.09.24 · AC · Power

xAI DC Power (3): SOFC & Turbines

xAI数据中心电力供应分析（3）—SOFC考虑及燃气轮机供应

#power #datacenter

AceCamp · 2026-09-24 · article 70567491

2026.09.24 · AC · Security

Okta AI Agent Security Blueprint

Okta CEO Todd McKinnon：发布AI代理安全蓝图，身份治理与实时拦截驱动企业级AI规模化

#security #agents

AceCamp · 2026-09-24 · article 70567487

2026.09.24 · AC · SemiCap

Large-Die Equipment Demand & M8/M9

大尺寸芯片对设备大厂需求和价值量推动，海外AI客户产品验证和机会。3.2T光模块，M8_M9项目工艺和设备需求价值量等。

#semicap #pcb

AceCamp · 2026-09-24 · article 70567498

2026.09.24 · AC · Semis

Analog Chips (3): AI & Optics Mix

模拟芯片系列(3)_AI_光通信收入占比提升与产品结构变化, 光模块客户覆盖及2027增长, 晶圆_封测扩产与成本传导 - 聚焦纳芯微_矽力杰_旭创_新易盛_新华三_华勤_思瑞浦_长川_华峰_TSMC

#semis #optical

AceCamp · 2026-09-24 · article 70567464

2026.09.24 · AC · Semis

Analog Chips (4): AFE & DrMOS

模拟芯片系列(4)_光模块BOM扩张与AFE份额切换, 90A DrMOS量产及单晶圆路线演进, 消费端提价与成本传导 - 聚焦旭创_新易盛_思瑞浦_领慧立芯_ADI_MPS_英飞凌_新华三_锐捷_浪潮_南芯

#semis #power

AceCamp · 2026-09-24 · article 70567465

2026.09.24 · AC · Software

Data Lakehouse Leader & Anthropic

北美数据湖仓龙头和Anthropic合作进展，与Databrick的差异化竞争，客户从MongoDB和Oracle迁移的考虑，数据治理对获客影响，CoCoEvolve面向需求等。

#software #llm

AceCamp · 2026-09-24 · article 70567502

2026.09.24 · AC · Software

NA AI Data Cloud Check Pt.1

北美AI数据云平台调研-1：AI时代云数据平台定位及价值变化，AI Agent对客户资源消耗量影响，后续推动AI Agent渗透率提升核心驱动力 – OpenAI_Anthropic_AWS_GCP_Azure_Databricks

#software #cloud

AceCamp · 2026-09-24 · article 70567398

2026.09.24 · AC · Thermal

Liquid Cooling Leader: CDU Ramp

液冷大厂调研_冷板式液冷升级及高功率CDU产品演进,CDU产能扩张及国内客户份额提升,水泵_驱动器紧缺及国产替代机会-聚焦维谛_高澜股份_同飞股份_申菱环境_中科曙光_奕信通_飞龙股份_比赫电气等

#thermal #datacenter

AceCamp · 2026-09-24 · article 70567485

2026.09.24 · AC · Thermal

Thermal Mgmt Leader Update

某热管理龙头更新—订单及液冷产品进展

#thermal #datacenter

AceCamp · 2026-09-24 · article 70567490

2026.09.24 · TB · Auto

Autonomous Driving World Models

AI Application Space 2026 Series – Autonomous Driving Algorithms & World Model Technical Roadmaps in Focus (Conducted in Mandarin)

#auto #llm

Third Bridge · 2026-09-24

2026.09.24 · TB · Chemicals

Ineos Styrolution US Maintenance

Ineos Styrolution – US Plant Maintenance Schedule & Organisation Structure

#chemicals

Third Bridge · 2026-09-24

2026.09.24 · TB · China AI

Wondershare on China AI Apps & Seedance

China's AI Application Market & Seedance – Senior Executive, AI Product at Wondershare Technology Group Co Ltd (Conducted in Mandarin)

#llm #software

Third Bridge · 2026-09-24

2026.09.24 · TB · Cloud

AI for Science: CSP View

AI Applications 2026 Series – AI for Science Market – Cloud Service Provider Perception (Conducted in Mandarin)

#cloud #llm

Third Bridge · 2026-09-24

2026.09.24 · TB · Consumer

Moutai 3Q26 Price Hikes

Moutai Q3 2026 Update – Moutai Feitian Price Hikes, Product Line Price Inversion & Market-oriented Transformation Gains & Losses (Conducted in Mandarin)

#consumer

Third Bridge · 2026-09-24

2026.09.24 · TB · Consumer

SalMar Volume Recovery

SalMar – Volume-led Recovery, Processing Expansion & Biomass Constraints

#consumer

Third Bridge · 2026-09-24

2026.09.24 · TB · Data

GlobalData Datasets & AI Monetisation

GlobalData – Creating Differentiated Datasets & AI Monetisation

#software

Third Bridge · 2026-09-24

2026.09.24 · TB · Energy

Marathon Petroleum Margins

Marathon Petroleum – Margin Sustainability, Utilisation Outlook & Competitive Positioning

#energy

Third Bridge · 2026-09-24

2026.09.24 · TB · Healthcare

Upstream Rehab Pt.2: Labor & AI

Upstream Rehabilitation – Part 2 – Labour Market Positioning & AI Opportunities

#healthcare

Third Bridge · 2026-09-24

2026.09.24 · TB · LLM

China vs Overseas Models & Agents

AI Foundation Model Industry 2026 Series – Chinese & Overseas Models & Agent Product Architecture Updates (Conducted in Mandarin)

#llm #agents

Third Bridge · 2026-09-24

2026.09.24 · TB · MedTech

Grail Galleri Pre-AdCom

Grail – Galleri Pre-AdCom Evaluation & Regulatory Approval Risks

#medtech

Third Bridge · 2026-09-24

2026.09.24 · TB · MedTech

Patterson Dental Cross-Selling

Patterson Dental – Fighting Tooth & Nail – Hardware-software Cross-selling Outlook & Evolving Competitive Dynamics

#medtech

Third Bridge · 2026-09-24

2026.09.24 · TB · Power

NRG Data Center Large-Load Deals

NRG Energy – Data Centre Project Tailwinds & Large-load Contracting Dynamics

#power #datacenter

Third Bridge · 2026-09-24

2026.09.24 · TB · Robotics

Harmonic Drive & Humanoid Actuators

Japan & China's Harmonic Drive, Humanoid Robot & Actuator Markets & Harmonic Drive Systems – Senior AI Research Engineer, Embodied AI at a US-based Humanoid Robotics & Physical AI Firm

#robotics

Third Bridge · 2026-09-24

2026.09.24 · TB · Semis

Arrow Electronics ECS & AI Channel

Arrow Electronics – ECS, Enterprise AI & the Evolving Channel

#semis

Third Bridge · 2026-09-24

2026.09.24 · TB · Software

Regal.ai Expert

Regal.ai

#software #agents

Third Bridge · 2026-09-24

2026.09.24 · TB · Software

Software AG Customer Contracts

Software AG – How Are Customers Navigating Contracts & Mainframe Stability?

#software

Third Bridge · 2026-09-24

2026.09.24 · GP · Aerospace

Bombardier Supply Chain Outlook

Bombardier: Examining Its Outlook Under Global Supply Chain Challenges and Trade Risks

#industrials

GuidePoint · 2026-09-24

2026.09.24 · GP · Consumer

Powersports Dealer Check

Powersports: BRP and Polaris Dealer Check — 3Q26 Demand, Pricing, and the 4Q26 Outlook Amid U.S.-Canada Trade Tensions

#consumer

GuidePoint · 2026-09-24

2026.09.24 · GP · Consumer

Vail Resorts Activist Case

Vail Resorts: Can Activist Pressure Drive Growth and Unlock Value?

#consumer

GuidePoint · 2026-09-24

2026.09.24 · GP · Fintech

Enova AI Underwriting

Enova International: Former Strategy Lead Discusses the Growth Outlook, AI-Driven Underwriting Economics and the Consequences of the Withdrawal on the Grasshopper Acquisition

#financials

GuidePoint · 2026-09-24

2026.09.24 · GP · Internet

Agentic Commerce & AI Search

Agentic Commerce: How Disruptive Is AI Search, and How Are Brands Adapting?

#agents #internet

GuidePoint · 2026-09-24

2026.09.24 · GP · LLM

Harness Gains & Distillation vs Frontier

Anthropic and OpenAI: Will Harness Gains and Distillation Commoditize Frontier Models? With an AI Startup Founder and Former Head of AI Research

#llm

GuidePoint · 2026-09-24

2026.09.24 · GP · Memory

Jim Handy Memory Pricing Into 4Q26

MU, SKHY, and Samsung: Memory Pricing and Demand Update Into 4Q 2026 With a Memory Expert

#memory

GuidePoint · 2026-09-24

2026.09.24 · GP · Pharma

Heart Failure Clinical Landscape

Heart Failure Clinical Landscape: Current Treatment Practices, Emerging Therapies, and Future Market Evolution

#pharma

GuidePoint · 2026-09-24

2026.09.24 · GP · Pharma

IMCR & IMTX PRAME Agents

IMCR and IMTX: Potential for PRAME-Targeting Agents in Melanoma

#pharma

GuidePoint · 2026-09-24

2026.09.24 · GP · Pharma

JNJ & RAPP Bipolar Mania

JNJ and RAPP — High-Volume Bipolar Mania Treater on Caplyta's Phase 3 Mania Data, Remaining Unmet Need, and the Bar for RAP-219, Cobenfy, and the Muscarinic Class

#pharma

GuidePoint · 2026-09-24

2026.09.24 · GP · Retail

Signet Trade-Up & Diamond Mix

Signet: Can Customer Trade-Up and Diamond Mix Sustain Its Comp Growth?

#consumer

GuidePoint · 2026-09-24

2026.09.24 · GP · Software

Air Space Intelligence Customer View

Air Space Intelligence: A Customer's Perspective on Airline Operations Optimization

#software

GuidePoint · 2026-09-24

2026.09.24 · GP · Trucking

Class 8 Trucks: PACCAR Dealer

Class 8 Trucks: President of a Large PACCAR Dealer Discusses Demand Trends as the Market Awaits EPA Rule Amendments

#transport

GuidePoint · 2026-09-24

2026.09.24 · GP · Trucking

LTL & Brokerage 3Q26 Volumes

Less-Than-Truckload and Brokerage: Agent at a Top 10 Third-Party Logistics Firm on 3Q26 Volume, Pricing, Share, and Margins

#transport

GuidePoint · 2026-09-24

2026.09.24 · 9K · ASIC

ASIC Roadmap Check II

Merit ASIC技术路线调研II(2026-09-24 10:00:00)

#asic

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · ASIC

TPU Expert: Heterogeneous Inference

谷歌TPU离职专家|随着 NVIDIA 将 GPU 预填充与 Groq 解码相结合，异构推理正在加速；CUDA 仍覆盖约 90% 或更少的模型训练并支持三天以内部署；OpenAI 的 Jalapeño 据称将 tape-out 缩短至九个月且每瓦性能比 Blackwell 高 50%；AI 驱动的设计周期可能降至四到五个月，随后代工产能成为关键制约

#asic #llm

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · China AI

China Compute Check IV

Merit 国产算力调研IV(2026-09-24 10:17:06)

#semis #china

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · China AI

Iluvatar Expert Shipment Outlook

某国产芯片离职专家|天数智芯2026年预计出货15万至20万片、营收约40亿元，2027年在字节跳动MR150需求增至至少10万片及其他互联网客户放量带动下有望接近30万片、营收80亿元至100亿元；天垓300预计2027年出货约3万颗并贡献约40亿元，但HBM单价由每GB 35美元升至接近50美元，训练卡验证、ZX公司产能与客户采购仍是主要不确定因素

#semis #china

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · INTC

Intel Channel Check

Merit 英特尔近况调研(2026-09-24 16:00:00)

#semis

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · INTC

Intel Expert: CPU Inflection

英特尔离职专家|AI服务器带动2026年CPU需求进入拐点，Q2出货量同比增长9%、ASP增长48%；Intel 18A产能与良率持续爬坡，Intel 14A及EMIB则分别瞄准特斯拉、谷歌和亚马逊等外部客户并于2027年后逐步商业化

#semis

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · META

Ad Agency Expert: Meta 3Q/4Q Ads

北美广告agency离职专家|Meta 将第三、四季度广告增长预期上调至 29% 和 30%，第三季度千次展示价格增长加速至 16%–17%。长期看， Muse 通过更深入的购买意向数据可能将电商转化率从约 3% 提升至 10%，并最终使广告主单次点击成本翻倍或三倍，商业化变现可能在四至五年内通过主动广告、支付、GMV 佣金和订阅逐步展开

#internet #agents

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · META

Muse Impact on Meta Ads

Merit Muse对于Meta广告收入的影响(2026-09-24 13:00:00)

#internet #agents

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · Packaging

Ibiden Expert: ABF Fully Loaded

揖斐电离职专家|全球ABF载板主要厂商均已普遍满产，AI芯片数量年增20%，但叠加尺寸、层数与良率压力，预计两年后基板生产负荷需求翻倍；2026年全球SAP月产能约2,600K，揖斐电目前月产能约500K，按积极进度2027年仅新增70K；30K工厂投资约2,200亿日元，供给扩张谨慎将延续紧缺，业绩弹性主要由高价值新品驱动

#packaging #pcb

Meritco 久谦 · 2026-09-24

2026.09.24 · 9K · Packaging

Taiwan ABF Substrate Check

Merit 台系ABF载板厂商如何解读产业趋势调研(2026-09-24 08:00:00)

#packaging #pcb

Meritco 久谦 · 2026-09-24

2026.09.24 · Substack · LLM

FUNDA: Jev Users Report Savings

Deep|LLM: Jev Users Report 10× Faster and 54.5× Cheaper Than the Models They Replaced; Only 3.7% in Production

#llm

Substack · FUNDA · 2026-09-24

2026.09.24 · Substack · LLM

FUNDA: Tiered Model Pricing

Deep|LLM: Tiered Model Pricing Is Broadening AI Adoption; Limited Impact by Jev

#llm

Substack · FUNDA · 2026-09-24

2026.09.24 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · TMT Breakout · 2026-09-24

2026.09.24 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · TMT Breakout · 2026-09-24

2026.09.24 · Substack · Markets

TMTB Podcast Intel: CRWV & PANW

TMTB Podcast Intel: CoreWeave’s (CRWV) Chen Goldberg, Palo Alto’s (PANW) Arora on AI Attacks and the Quantum Clock…

#markets #security

Substack · TMT Breakout · 2026-09-24

2026.09.24 · Substack · Memory

SKHY In-House 2.5D Packaging

SK hynix's In-House 2.5D: Validation Comes Before Commercialization

#memory #packaging

Substack · PhotonCap · 2026-09-24

2026.09.24 · Substack · META

Stratechery: Profiling Zuckerberg

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg (Stratechery Interview 9-24-2026)

#internet

Substack · Ben Thompson · 2026-09-24

2026.09.24 · Substack · Optical

Ciena & Fabrinet Optics Road Ahead

Ciena & Fabrinet: The Road Ahead for Optics

#optical

Substack · Damnang · 2026-09-24

2026.09.24 · Substack · Optical

Gaetano: ECOC Takeaways

Major Optical Updates. Main Takeaways From ECOC

#optical

Substack · Gaetano · 2026-09-24

2026.09.24 · FUNDA · Cloud

CoreWeave Expert: Capacity Ramp & Financing

CoreWeave Expert — 算力容量爬坡节奏与融资需求

#cloud #datacenter

Funda · 2026-09-24

2026.09.24 · SA · Power

SemiAnalysis: BTM Datacenters & Gas Turbines

BTM Datacenters Go Global, Datacenters Take More Gas Than LNG, More Hyperscalers Securing Turbines - Gastech 2026

#power #energy #datacenter

SemiAnalysis · 2026-09-24

2026.09.23 · AC · AAPL

A20 Pro Packaging Evolution

苹果A20 Pro封装重构与移动先进封装演进：从InFO-PoP、3D堆叠走向2.5D并排与RDL化集成

#packaging #hardware

AceCamp · 2026-09-23 · article 70567445

2026.09.23 · AC · Agents

Meta Muse Per-User VM Footprint

一人一台云电脑：Meta Muse的资源占用与供应链影响拆解

#agents #cloud

AceCamp · 2026-09-23 · article 70567397

2026.09.23 · AC · Agents

Switching Costs in the Agent Era

客户黏性，还是嫌麻烦？ ——从 Meta Muse 用户实践看 Agent 如何改变护城河

#agents #internet

AceCamp · 2026-09-23 · article 70567412

2026.09.23 · AC · Auto

China NEV Sep Tracker

各头部新能源车企2026年9月市场表现追踪【Michael调研纪要】

#auto

AceCamp · 2026-09-23 · article 70567427

2026.09.23 · AC · Biotech

XBI 20-Year Bull/Bear Review

标普生科基金（XBI）二十年牛熊复盘与近期展望

#pharma

AceCamp · 2026-09-23 · article 70567407

2026.09.23 · AC · Cloud

Apsara Day One: Watch the Chip Clock

Apsara 2026 Day One_ Forget the 20GW — Watch the Chip Clock

#cloud #china

AceCamp · 2026-09-23 · article 70567405

2026.09.23 · AC · Consumer

BLOKS Channel Check

BLOKS Channel Check_ Inventory Turnover Hits Record Low; Adult-Oriented and Overseas Businesses Drive Revenue Growth

#consumer

AceCamp · 2026-09-23 · article 70567410

2026.09.23 · AC · Consumer

White Goods Leader Meeting

White Goods Leader Meeting Minutes_ Twin Engines of Overseas and To B, Accelerated OBM Breakthroughs, and Robotics Market Share Pushing for the Top

#consumer

AceCamp · 2026-09-23 · article 70567437

2026.09.23 · AC · Hardware

Huawei Mate XT2 Post-Launch

Post-Launch Tracking on Mate XT2 Tri-Fold Phone_ Performance Upgrades, HarmonyOS 7, and On-Device AI Capabilities

#hardware #consumer

AceCamp · 2026-09-23 · article 70567419

2026.09.23 · AC · Healthcare

Clear Aligner Brand Check

某隐形正畸品牌：增速放缓压力下聚焦儿童早矫与下沉市场

#healthcare

AceCamp · 2026-09-23 · article 70567432

2026.09.23 · AC · LLM

OpenAI & Anthropic IPO Delays: Price, Not Demand

OpenAI与Anthropic推迟上市：制约因素是价格，不是需求

#llm

AceCamp · 2026-09-23 · article 70567268

2026.09.23 · AC · Memory

DRAM Upcycle & Supply Inflection

存储调研_DRAM涨价周期及供给拐点,DDR4_DDR5价格分化及企业级需求,HBM挤占产能及企业级存储需求上行-聚焦三星_美光_海力士_Intel_Apple_铠侠等

#memory

AceCamp · 2026-09-23 · article 70567436

2026.09.23 · AC · Networking

TPU/Blackwell Orders & Switch Shipments

大厂TPU和Blackwell订单变动，北美交换机客户出货量更新，利润率或稳步扩张。NPO项目的落地，2.4T相干光模块渗透率展望，成本和供应商等。联发科_博通_AWS_苹果_OpenAI_SpaceX_META

#networking #asic

AceCamp · 2026-09-23 · article 70567430

2026.09.23 · AC · Optical

China Module Maker: Key Client Demand

Channel Check on Major Domestic Optical Module Manufacturer_ Surging Demand from Key Clients and 1.6T Capacity Planning

#optical

AceCamp · 2026-09-23 · article 70567415

2026.09.23 · AC · Optical

Fast OCS for Scale-Up

铜互联走不远，多层光网络功耗高：Fast OCS如何改变Scale-Up

#optical #networking

AceCamp · 2026-09-23 · article 70567444

2026.09.23 · AC · Optical

Silicon Photonics Expert Check

硅光调研：业务进入爆发期，产能向核心客户倾斜，薄膜铌酸锂路径演进明确

#optical

AceCamp · 2026-09-23 · article 70567411

2026.09.23 · AC · Optical

TIA/Driver Chips in NPO/CPO

电芯片专家交流-NPO_CPO中Tia、Driver芯片技术升级及价值量提升，供需紧缺度，国产突破情况

#optical #semis

AceCamp · 2026-09-23 · article 70567416

2026.09.23 · AC · PCB

CCL Demand in GB300 & Rubin

CCL Demand Trends in GB300 and Rubin, Shipments and Capacity Expansion Cadence of M7_8_9 by Major Vendors, PTFE Demand Trends and Market Share Impact, Rubin Ultra Architectural Assessment, Doosan_Panasonic_Elite Material

#pcb

AceCamp · 2026-09-23 · article 70567408

2026.09.23 · AC · PCB

Glass Cloth: Rubin Ultra & Q-Cloth

Electronic Fabric Channel Check_ Rubin Ultra Electronic Fabric Upgrades and Q-Cloth Demand Surge; Gen-2 LowDK Supply-Demand Gap and Expansion Cadence; Q-Cloth Supply Dynamics and Quartz Yarn Capacity Bottleneck—Focus on NVIDIA, Feilihua, Shin-Etsu Chemical, Asahi Kasei, Dehong, CPIC, Taishan Fiberglass, Guangyuan, etc

#pcb #materials

AceCamp · 2026-09-23 · article 70567441

2026.09.23 · AC · PCB

Major CCL Maker: M8U/M9 Upgrades

Major CCL Maker Channel Check_ AI High-Speed CCL Shipment Growth and M8U_M9 Upgrades, Rubin Ultra PTFE_Q-Cloth Solution Validation and Mass Production Cadence, High-End Copper Foil Shortages and Global Capacity Expansion—Focus on Shenzhen Kinwong Electronic_Founder_Wus Printed Circuit_Shennan Circuits_Elite Material_ITEQ_Taiwan Union Technology_Mitsui, etc

#pcb

AceCamp · 2026-09-23 · article 70567440

2026.09.23 · AC · PCB

PCB Laser Drilling Localization

云栖大会20GW算力 + PCB十连涨：激光钻孔这台“卖铲人”，到底卡在哪、国产替代进程到哪？

#pcb #semicap

AceCamp · 2026-09-23 · article 70567404

2026.09.23 · AC · PCB

PCB Leader: NA Share & CCL/PTFE Pricing

PCB龙头在北美大客户份额预期，CCL和PTFE定价趋势，高端板材价格周期变化。MSAP需求趋势和对覆铜板工艺影响，月度出货和大客户需求更新等。华正新材_建滔_联瑞新材_昊华科技_东岳集团

#pcb

AceCamp · 2026-09-23 · article 70567409

2026.09.23 · AC · PCB

Rubin Ultra PTFE Materials Boom

RubinUltra Drives PTFE Materials Boom_ Million-RMB Value per Rack Faces Equipment and Capacity Bottlenecks

#pcb #materials

AceCamp · 2026-09-23 · article 70567413

2026.09.23 · AC · Pharma

CXO Industry Recovery

某业内人士谈CXO行业近况：订单与价格双回暖、新业务趋势与AI落地

#pharma

AceCamp · 2026-09-23 · article 70567448

2026.09.23 · AC · Quantum

IonQ & Synopsys LS-DYNA Speedup

量子计算叩开工业软件大门：LS-DYNA实测提速14.6%

#quantum #software

AceCamp · 2026-09-23 · article 70567434

2026.09.23 · AC · Robotics

Japan Harmonic Reducer Procurement

Japanese Industry Expert on Harmonic Reducer Procurement_ Adoption and Progress of Domestic Brands

#robotics

AceCamp · 2026-09-23 · article 70567406

2026.09.23 · AC · SemiCap

CIMC Micro-Tech (688630) Update

芯碁微装（688630）：PCB与泛半导体设备景气已验证，后续关注重点在先进封装能否连续交付

#semicap #pcb

AceCamp · 2026-09-23 · article 70567424

2026.09.23 · AC · SemiCap

NA SemiCap Leader: Customer Pull-Ins

北美半导体设备龙头大客户扩产和拉货节奏更新，未积极扩产的考虑。核心零部件供应瓶颈等。台积电_英特尔_海力士_三星_Onto

#semicap

AceCamp · 2026-09-23 · article 70567429

2026.09.23 · AC · SemiCap

Test Equipment Maker: WAT Orders

Channel Check on Leading Test Equipment Maker_ WAT Test Equipment Order Status, Optical Module_Silicon Photonics Test New Product Expansion and Domestic Testing Opportunities, Overseas Market Expansion and Service Team Growth

#semicap #optical

AceCamp · 2026-09-23 · article 70567443

2026.09.23 · AC · Semis

Agentic CPU Demand: Hygon, Loongson, Montage

Agentic AI Pays the Conductor, Not the Orchestra — Hygon, Loongson or Montage

#semis #agents

AceCamp · 2026-09-23 · article 70567414

2026.09.23 · AC · Semis

MLCC Distributor Check 1

MLCC代理商调研-1：第二季度以来原厂及贸易商报价对比，日系、韩系、台系及大陆厂商出货策略变化，2027年AI及消费类产品价格展望 - 村田_三星电机_太阳诱电_风华_三环

#semis

AceCamp · 2026-09-23 · article 70567362

2026.09.23 · AC · Semis

MLCC Distributor Check 2

MLCC Distributor Channel Check-2_ Shifts in Trader Hoarding Strategies, Conversion Progress Across Japanese, Taiwanese, and South Korean Suppliers, Price and Shipment Pace Comparison Between Chaozhou Three-Circle(Group) and Guangdong Fenghua Advanced Technology, and Outlook for Silicon Capacitors and Related Technologies - Murata _ Samsung Electro-Mechanics _ Taiyo Yuden _ Yageo _ Fenghua _ Three-Circle _ Microgate

#semis

AceCamp · 2026-09-23 · article 70567363

2026.09.23 · AC · Semis

Power Mgmt Chip: Fast Charging & Si Caps

电管管理芯片调研_充电宝_快充提价及品牌客户占比提升,硅电容送样验证及量产节奏,BMS新业务放量预期

#semis #power

AceCamp · 2026-09-23 · article 70567435

2026.09.23 · AC · Thermal

AI Thermal Chain: Graphene & Diamond

AI散热链学习笔记：石墨烯和金刚石，不同层级的分层共存

#thermal #materials

AceCamp · 2026-09-23 · article 70567433

2026.09.23 · AC · Thermal

Chiller Leader US Update

Chiller Leader US Business Update_ Capacity Expansion, Component Procurement, and Orders

#thermal #datacenter

AceCamp · 2026-09-23 · article 70567425

2026.09.23 · AC · Thermal

NA Liquid Cooling Leader OneCore

北美液冷龙头OneCore和SmartRun方案解读—产品形态、落地情况及供应链

#thermal #datacenter

AceCamp · 2026-09-23 · article 70567426

2026.09.23 · AC · Thermal

Thermal Material Expert: Rubin Graphene

Domestic Leading Thermal Material Expert Exchange_ Rubin Graphene Material Value and Suppliers, Upgrade Directions for Thermal Materials and Domestic Leaders' Technical Capabilities, and Optical Module Thermal Materials

#thermal #materials

AceCamp · 2026-09-23 · article 70567422

2026.09.23 · TB · Consumer

Chow Tai Fook Brand Playbook

Chow Tai Fook – 2026 Brand Operations Playbook under Gold Price Fluctuations (Conducted in Mandarin)

#consumer

Third Bridge · 2026-09-23

2026.09.23 · TB · Consumer

Mitchells & Butlers Cost Headwinds

Mitchells & Butlers – Mitigating Cost Headwinds, Like-for-like Growth Sustainability & Incremental Opportunities

#consumer

Third Bridge · 2026-09-23

2026.09.23 · TB · Consumer

United Spirits FSSAI & CETA

United Spirits – FSSAI Reformulation Mandate & India-UK CETA Impact Outlook

#consumer

Third Bridge · 2026-09-23

2026.09.23 · TB · Datacenter

Pi Data Centers Expert

Pi Data Centers

#datacenter

Third Bridge · 2026-09-23

2026.09.23 · TB · Energy

Cheniere Utilisation & Maintenance

Cheniere Energy – Running Hot – Utilisation, Maintenance & Cost Implications

#energy

Third Bridge · 2026-09-23

2026.09.23 · TB · Fintech

Bread Financial Fraud & Risk

Bread Financial – Fraud Prevention, AI-driven Risk & Approval Strategy

#financials

Third Bridge · 2026-09-23

2026.09.23 · TB · Life Science

10x Genomics Atera & AI

10x Genomics – Atera Assessment & AI Applications Analysis

#medtech

Third Bridge · 2026-09-23

2026.09.23 · TB · Optical

Optical Fibre 3Q26 Volume & Price

Passive Components 2026 Series – Q3 2026 Multimode & Singlemode Optical Fibre Volume & Price Updates (Conducted in Mandarin)

#optical

Third Bridge · 2026-09-23

2026.09.23 · TB · Power

Siemens Energy Grid Tech Backlog

Siemens Energy – Grid Tech – Could High-margin Backlog Conversion Expand Margins for Years Ahead?

#power #industrials

Third Bridge · 2026-09-23

2026.09.23 · TB · Power

Siemens Energy Omterra Spin-Off

Siemens Energy – Omterra – Spinning off the Transformation of Industry Unit

#power #industrials

Third Bridge · 2026-09-23

2026.09.23 · TB · Retail

Vietnam Grocery Retail Economics

Vietnam's Grocery Retail – Rural Store Networks & New Store Economics

#consumer

Third Bridge · 2026-09-23

2026.09.23 · TB · Security

Concentric AI Expert

Concentric AI

#security #software

Third Bridge · 2026-09-23

2026.09.23 · TB · Semis

Sony & TSMC Image Sensor JV

Sony & TSMC – Imaging Sensor JV & Takeaways From JASM

#semis

Third Bridge · 2026-09-23

2026.09.23 · TB · Software

Distyl AI Expert

Distyl AI

#software #agents

Third Bridge · 2026-09-23

2026.09.23 · TB · Software

Hansen Energy Retail Platform

Hansen Technologies – Customer Evaluation on the Energy Retail Platform

#software

Third Bridge · 2026-09-23

2026.09.23 · GP · Airlines

airBaltic Restructuring

airBaltic: Can the Operational Restructuring Plan in the Company's Initial Chapter 11 Filings Achieve a Viable Airline at Emergence?

#transport

GuidePoint · 2026-09-23

2026.09.23 · GP · Industrials

Grainger & Fastenal 3Q26 Reads

Industrial Distribution: Grainger and Fastenal — Reads on 3Q26 Sales Trends and the Outlook for 4Q

#industrials

GuidePoint · 2026-09-23

2026.09.23 · GP · Pharma

Engimmune ENGI-003 Preclinical

Engimmune Therapeutics: Dr. Paul Andrew Antony Offers Preclinical Perspectives on ENGI-003, AI-Guided TCR Discovery, and T-Cell Engagers for HCC

#pharma

GuidePoint · 2026-09-23

2026.09.23 · GP · Pharma

Gandeeva GND-323 Solid Tumors

Gandeeva Therapeutics: GND-323 in Solid Tumors — Can AI/Cryo-EM-Designed Inhibitory Molecular Glues Unlock Previously Undruggable Protein Interfaces?

#pharma

GuidePoint · 2026-09-23

2026.09.23 · GP · Power

DC Power: Community Pushback

Data Center Power: Will Community Pushback Impact Power Equipment Purchases?

#power #datacenter

GuidePoint · 2026-09-23

2026.09.23 · GP · Software

AI Observability: DDOG & DT

AI Observability: Datadog and Dynatrace — The 3Q26 and 2026–2027 Outlook Plus AI Impacts

#software

GuidePoint · 2026-09-23

2026.09.23 · 9K · AMD

AMD Channel Check

Merit AMD近况调研(2026-09-23 21:00:00)

#semis

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · AMD

AMD Expert: Agent CPU Sizing

AMD离职专家|个人agent可按活跃用户数与每用户平均8个CPU核测算需求并结合2倍至4倍超配，CPU与GPU需分别按沙箱负载和token指标核算；训练市场仍由英伟达主导，推理端P和D异构芯片或在未来2到5年成为主流，Cerebras受44GB SRAM容量约束而需外挂DRAM，AMD凭借与英伟达70%到80%的架构相似度保持第二位适配能力

#semis #agents

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · ASIC

ASIC Roadmap Check III

Merit ASIC技术路线调研III(2026-09-23 10:00:00)

#asic

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · AVGO

Broadcom Expert: Inference Shift

博通离职专家|AI 计算需求正从训练转向增速更快的推理，Broadcom 的已锁定 TSMC 产能支持约 18 个月的收入可见性，Anthropic 可能代表一次 5 吉瓦或价值 $50 billion 的订单，且由 HBM 推动的 ASP 增长提升收入但未同步放大利润

#asic #semis

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · China AI

China Compute Check III

Merit 国产算力调研III(2026-09-23 21:00:00)

#semis #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · China AI

China GPU Maker Expert: S6000

某国产芯片离职专家|公司规划2026年出货约5万张、2027年提升至10万至11万张并将重心转向S6000，双Die合封产品目标显存带宽达3TB/s至3.2TB/s且乐观情形下明年一、二季度量产，但HBM与5纳米代工紧张、客户验证和政务市场价格敏感，使20万元至30万元定价及接近200亿元收入推演面临较大不确定性

#semis #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LITE

Lumentum Expert: FY Outlook

Lumentum离职专家|公司新财年营收中位数接近60亿美元、毛利率预计52%到53%，AI基础设施需求推动光芯片、DCI与OCS同步扩产：2028年芯片业务较可能达到约30亿美元，NPO用CW光源出货5,000万到6,000万颗，300端口OCS产出4万台，但磷化铟衬底100%外购仍制约产能释放

#optical

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LLM

ByteDance Model Expert: Volcano Revenue

头部短视频平台离职模型专家|火山引擎8月整体收入35亿到35.75亿元人民币，seedance贡献24亿到25亿元、第三方模型转售由2,000万到3,000万元增至4亿多元，豆包2.2可能于12月提升代码与空间理解但整体仍以可用为主，270万张卡资源池与持续数据投入支撑自研和第三方模型并行，Agent放量仍取决于权限、隐私、合规及收费后的用户留存

#llm #cloud

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LLM

China Lab Expert: Long-Horizon Coding Gap

头部模型厂商离职研发专家|国产模型与海外头部模型在长程Coding上的差距扩大，智谱任务耗时高2到3倍、海外模型Token消耗少3到4倍且单次通过成功率高20%到35%，国内约10万片NVIDIA B300难以支撑5万亿参数训练，蒸馏受限与国产卡无法预训练或使未来约6个月转向工程、价格和场景优化

#llm #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LLM

China LLM Channel Check I

Merit 国产模型调研I(2026-09-23 13:00:00)

#llm #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LLM

China LLM Channel Check IV

Merit 国产模型调研Ⅳ(2026-09-23 15:00:00)

#llm #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · LLM

Kimi Expert: ARR & K4

KIMI离职专家|Kimi 8月ARR约11亿美元、2026年底预计达15亿至16亿美元且海外业务占60%；K3通过非MIT License推动云平台分销，未来目标占ARR至少35%；K4拟以4.5万亿至6万亿参数强化原生多模态与GUI，但4万至5万张B卡训练需求使发布时间更可能落在2027年Q1

#llm #china

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · Metals

Chromium Metal Expert

金属铬行业专家|银河化学1.7万吨铬绿年产能中约1万吨因环保问题停产，或对应5,800到5,900吨金属铬并使其产量下降约60%，振华随即上调金属铬价格4,000元；行业出口量接近每月2,000吨支撑订单，而SOFC下半年1-1.4GW交付增量与四季度潜在收储将分别构成需求催化

#metals

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · Optical

Optical Leader Channel Check

Merit 光通信龙头公司调研(2026-09-23 09:30:00)

#optical

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · Packaging

Fastprint Expert: ABF Shortage

兴森科技离职专家B|全球ABF载板年供需缺口估算约30%到40%，但短缺集中于20层以上高端产能，行业月有效产能仅40万到50万平方米且头部占70%到80%；950系列约60%到70%订单转至内地，协议期需求已由60万颗上调至75万颗并可能增至120万颗，广州产线稼动率爬坡将决定ABF业务扭亏与二期重启

#packaging #pcb

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · Power

China DrMOS Leader Channel Check

Merit 国产DrMOS龙头厂商经营&客户导入进展更新调研(2026-09-23 16:00:00)

#power #semis

Meritco 久谦 · 2026-09-23

2026.09.23 · 9K · Power

China DrMOS Leader Expert

国产DrMOS龙头厂商离职专家|预计未来三年锁定DrMOS产能可保障年化约50%+出货量增长；公司占H公司份额有望由60%升至90%左右、明年需求约20亿元；DrMOS调价后仍较海外低约30%且交期短10周以上；AMD进入小批量爬坡、NVIDIA H20已正常供货

#power #semis

Meritco 久谦 · 2026-09-23

2026.09.23 · Substack · Agents

Gaetano: 2nd-Order Agentic Shopping

A Second-Order Way to Play Agentic Shopping

#agents #internet

Substack · Gaetano · 2026-09-23

2026.09.23 · Substack · Agents

Stratechery: Muse, Amazon & Walmart

More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google? (Stratechery Update 9-23-2026)

#agents #internet

Substack · Ben Thompson · 2026-09-23

2026.09.23 · Substack · Cloud

SemiAnalysis ClusterMAX 3.0

ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns

#cloud #datacenter

Substack · SemiAnalysis · 2026-09-23

2026.09.23 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · TMT Breakout · 2026-09-23

2026.09.23 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · TMT Breakout · 2026-09-23

2026.09.23 · Substack · Markets

TMTB Podcast Intel: Personal Agents

TMTB Podcast Intel: OpenAI on Personal Agents, Google (GOOGL) DeepMind’s Hassabis, Reid Hoffman, YouTube’s Neal Mo…

#markets #agents

Substack · TMT Breakout · 2026-09-23

2026.09.23 · Substack · Memory

HBM Hybrid Bonding Expert Call

[Expert Call Report] HBM Hybrid Bonding: From Technology to Volume Production

#memory #packaging

Substack · Damnang · 2026-09-23

2026.09.23 · FUNDA · LLM

Anthropic Expert: Computer Use Economics

Anthropic Expert — 计算机操作的经济性与企业战略

#llm #agents

Funda · 2026-09-23

2026.09.23 · FUNDA · AI Demand

Enterprise AI Spend Expert: Platform Consolidation

企业 AI 支出 Expert — 平台整合与工作负载带动效应

#ai-demand #software

Funda · 2026-09-23

2026.09.22 · AC · Agents

Meta Muse Unit Economics

Meta Muse Unit Economics_ The Free Tokens Buy Data, Not Users

#agents #internet

AceCamp · 2026-09-22 · article 70567377

2026.09.22 · AC · Agents

Meta Muse Wins on Packaging

Meta Muse：赢的是包装，不是模型

#agents #internet

AceCamp · 2026-09-22 · article 70567361

2026.09.22 · AC · Agents

Platform Moats in the Agent Era

Agent时代的平台护城河：从界面入口到交易执行

#agents #internet

AceCamp · 2026-09-22 · article 70567375

2026.09.22 · AC · ASIC

Chip Design House: Ada1/Ada2 ASICs

芯片设计大厂调研_Ada1_Ada2定制ASIC量产及迭代规划,新客户项目拓展,端侧AI芯片布局及工业场景拓展-聚焦字节_阿里_智谱_DeepSeek等

#asic #china

AceCamp · 2026-09-22 · article 70567392

2026.09.22 · AC · Auto

XPeng G9L & 2nd-Gen VLA

小鹏G9L切入SUV大五座市场：第二代VLA智驾的降维打击

#auto

AceCamp · 2026-09-22 · article 70567385

2026.09.22 · AC · Battery

Automaker In-House Battery Supply

车企自研电池及市场供给情况

#battery #auto

AceCamp · 2026-09-22 · article 70567400

2026.09.22 · AC · Battery

CATL ESS: Yield Is the Moat

宁德时代：储能赛道输不起的不是大电芯标准，是良率优势

#battery

AceCamp · 2026-09-22 · article 70567356

2026.09.22 · AC · Biotech

Biocytogen AI Platform

百奥赛图：AI平台开始兑现，卖水业务决定利润下限，抗体货架决定估值上限

#pharma

AceCamp · 2026-09-22 · article 70567378

2026.09.22 · AC · Biotech

Sepax (688758) Capacity Certification

赛分科技（688758）：利润断层已经发生，20万升产能的“认证转化率”决定第二阶段

#pharma

AceCamp · 2026-09-22 · article 70567401

2026.09.22 · AC · Consumer

Xiaocaiyuan Restaurant Update

小菜园交流纪要：以价换量驱动翻台率回升，数字化与高分红强化确定性，4季度迎来经营拐点

#consumer

AceCamp · 2026-09-22 · article 70567393

2026.09.22 · AC · Datacenter

Server ODM: Rubin Trays & PCB Supply

服务器大厂调研_Rubin计算托盘扩产及新供应商导入,AI服务器PCB供应格局及材料升级,NVL576正交背板_CPO互联验证-聚焦景旺电子_方正科技_沪电股份_深南电路等

#datacenter #pcb

AceCamp · 2026-09-22 · article 70567387

2026.09.22 · AC · Hardware

AI Glasses Bottlenecks: Connect Preview

AI眼镜市场迟迟打不开，卡在哪儿？ —— Meta Connect前瞻

#hardware #consumer

AceCamp · 2026-09-22 · article 70567264

2026.09.22 · AC · Healthcare

Medical Aesthetics Chain Expert

医美连锁专家调研纪要：成熟机构进入利润优化阶段，微创项目与客户资产成为核心增长抓手

#healthcare #consumer

AceCamp · 2026-09-22 · article 70567381

2026.09.22 · AC · Internet

AI Attribution, Ad Platforms & GEO

AI推荐归因需求提升，三大广告平台近期增长Driver和政策调整影响，商家投放趋势变化。情报需求受AI和GEO刺激，MCP对数据席位订阅影响等。Semrush_Similarweb_TikTok_Google_META

#internet #software

AceCamp · 2026-09-22 · article 70567376

2026.09.22 · AC · LLM

Anthropic Check: ARR Mix & Cowork

Anthropic调研：ARR构成， Co-Work是重点方向，成为主动监控并独立执行计划任务的智能体

#llm

AceCamp · 2026-09-22 · article 70567396

2026.09.22 · AC · LLM

China Labs New Models & ARR

国产模型大厂年内或发3款新模型，对ARR提振潜力判断。Coding领域数据差距，H3视频模型和Seedance性能对比，国产竞争格局展望等。混元_千问_豆包_Kimi_智谱

#llm #china

AceCamp · 2026-09-22 · article 70567366

2026.09.22 · AC · LLM

From Token to Decision: Jev Tiering

从Token到Decision：Jev带来的快慢模型分层如何重塑Agent、AI SaaS与端侧芯片

#llm #agents

AceCamp · 2026-09-22 · article 70567354

2026.09.22 · AC · LLM

GPT-6 Astra Mild Gains & M3 Pro Coding

GPT-6 Astral性能提升温和，对RSI的采用和对迭代影响。M3 Pro coding或对标Fable 5，成本优势和潜在推理性能短板，视频业务收入贡献趋势更新等。

#llm

AceCamp · 2026-09-22 · article 70567365

2026.09.22 · AC · LLM

GPT-6 Astra: Distillation & HW Demand

GPT-6 Astra调研：新技术对蒸馏影响，新一代模型对GPU、CPU、存储等需求变化，国内模型与海外SOTA模型差距变化等

#llm #ai-demand

AceCamp · 2026-09-22 · article 70567379

2026.09.22 · AC · LLM

LLM Expert: Frontier Won't Slow, Cowork Next

AI大模型调研_ 前沿模型难以实质性降速, 27年算力供需取决于推理与产品消化, Cowork有望成为下一轮Token放量入口, 垂直AI创业公司加速医疗_法律渗透 - 聚焦Anthropic_OpenAI_谷歌_微软_Meta

#llm #ai-demand

AceCamp · 2026-09-22 · article 70567394

2026.09.22 · AC · LLM

Open Models vs OpenAI & Anthropic

开源模型能力上升对OpenAI和Anthropic的潜在侵蚀，企业工作流模型切换难度。Token定价压力前景，Agent落地ROI的衡量，近期收购考虑等。

#llm

AceCamp · 2026-09-22 · article 70567364

2026.09.22 · AC · LLM

OpenAI Passes Anthropic in Spend Share

OpenAI支出份额超过Anthropic之后，重新审视前沿模型的收费优势持续性

#llm

AceCamp · 2026-09-22 · article 70567388

2026.09.22 · AC · Markets

US Equities: Choppy Mid-Term, Momentum Up

美股中期仍看震荡，短期动能已经转正

#markets

AceCamp · 2026-09-22 · article 70567374

2026.09.22 · AC · Materials

China Cement 1H26 Review Pt.2

In-Depth Analysis Report of the Concrete and Cement Products Industry in 1H 2026 (Part II)—Environmental and Energy Consumption Constraints, Prefabrication Upgrades, etc

#materials

AceCamp · 2026-09-22 · article 70567402

2026.09.22 · AC · Materials

China Cement Leader Going Global

从国内龙头到跨国水泥集团：海外扩张与整合交流纪要

#materials

AceCamp · 2026-09-22 · article 70567367

2026.09.22 · AC · Memory

CXMT After G5 Ramp

长鑫的新位置：G5量产之后，如何评估技术实力与行业影响

#memory #china

AceCamp · 2026-09-22 · article 70567373

2026.09.22 · AC · Optical

Connector Maker: NV Kinematic & FAU

连接器大厂调研_NV Kinematic方案及FAU量产进展,SEAT_MPC送样验证及放量节奏,CPO_NPO客户布局及Scale-up连接方案机会-聚焦NVIDIA_天孚通信_ Mellanox_Lightmatter_Ayar Labs_MediaTek_AMD_Marvell_Broadcom等

#optical #networking

AceCamp · 2026-09-22 · article 70567389

2026.09.22 · AC · Optical

How Many NPOs Are There

NPO：市场上到底有多少种？

#optical

AceCamp · 2026-09-22 · article 70567357

2026.09.22 · AC · Optical

InP Substrate Pricing & Supply

磷化铟市场调研：磷化铟衬底价格变动及进一步提价预期，国内外磷化铟衬底厂商对比，2027年红磷供需供需变化预期 – AXT_云南锗业_先导科技_威顿晶磷

#optical #materials

AceCamp · 2026-09-22 · article 70567380

2026.09.22 · AC · Optical

Optical Components: OCS/CPO Ramp

光学元器件调研_OCS_CPO光学元件放量及量产节奏,V-Groove_FAU订单增长及客户导入,光通讯业务产能扩张-聚焦Coherent_Lumentum_康宁_苏纳_Axetris_迈时_腾景科技等

#optical

AceCamp · 2026-09-22 · article 70567390

2026.09.22 · AC · Optical

Optical Interconnect: NV 72-Port OCS Delay

光互联供应链调研_ 英伟达72端口OCS送样再推迟, 1.6T缺料的季度出货影响, FCC落地后的产品分界

#optical

AceCamp · 2026-09-22 · article 70567372

2026.09.22 · AC · Optical

Optics Check: DCI Orders & OCS Waveguide

光通信调研_ DCI_数通产能与订单, OCS波导方案_良率及交付节奏, 泰国工厂扩产等-聚焦英伟达_谷歌_诺基亚_Ciena_lumentum等

#optical

AceCamp · 2026-09-22 · article 70567371

2026.09.22 · AC · Optical

SOI Leader: SiPh Wafer Pricing

SOI行业龙头：产能扩张节奏及硅光占比变化，8英寸硅光SOI晶圆价格表现，铌酸锂材料供应商对比 - Soitec_住友_NGK_晶正

#optical #materials

AceCamp · 2026-09-22 · article 70567368

2026.09.22 · AC · Optical

TFLN Equipment Analysis

薄膜铌酸锂设备分析—工艺路线、下游需求及主要厂商

#optical #semicap

AceCamp · 2026-09-22 · article 70567384

2026.09.22 · AC · Packaging

OSAT Check: CoWoS-L & China 2.5D

封装大厂调研_CoWoS-L量产爬坡及CoPoS_3D技术路线,国产算力芯片封装需求及2.5D产能扩张,玻璃基板_混合键合设备国产化进展-聚焦通富微电_长电科技_甬矽电子_汇成_BESI等

#packaging #semis

AceCamp · 2026-09-22 · article 70567391

2026.09.22 · AC · PCB

CCL Expert: PTFE Progress

CCL大厂专家谈PTFE进展—北美测试、供应链及各厂商情况

#pcb #materials

AceCamp · 2026-09-22 · article 70567360

2026.09.22 · AC · PCB

PCB Check: PTFE Ramp & M9 Materials

PCB调研_ 试样订单后2026年PTFE需求的放量节奏, M9切换后Q布与硅微粉的用量变化,高层数产品的材料供应商指定方式

#pcb #materials

AceCamp · 2026-09-22 · article 70567383

2026.09.22 · AC · PCB

PCB Leader Sep Update

PCB龙头9月更新—北美客户情况、稼动率及扩产等

#pcb

AceCamp · 2026-09-22 · article 70567370

2026.09.22 · AC · PCB

PCB Trends: mSAP & Pricing

PCB Trends_ mSAP Rollout Pace, PCB Price Movements, Mainstream Vendor Tech Comparison, NVIDIA Core PCB Content Value Analysis, and Ceramic_Glass Substrates

#pcb

AceCamp · 2026-09-22 · article 70567403

2026.09.22 · AC · Pharma

CDMO Growth Outlook

某CDMO企业增长展望：核心品种专利到期影响、增长接续与多肽、小核酸布局

#pharma

AceCamp · 2026-09-22 · article 70567382

2026.09.22 · AC · Semis

Taiwan MLCC Leader: AI High-Cap Tightness

台系MLCC龙头调研：AI服务器驱动高容MLCC供需失衡，转产产能和良率损耗较大，价格将继续上行

#semis

AceCamp · 2026-09-22 · article 70567359

2026.09.22 · AC · Semis

Will Muse Drive CPU Demand

Meta Muse 会带火 CPU 吗？算一笔消费 Agent 的算力账

#semis #agents

AceCamp · 2026-09-22 · article 70567355

2026.09.22 · AC · Software

AI Apps (5): Enterprise Cost Control ≠ Peak

AI应用调研(5)_ 企业控制成本不等于需求见顶, 人才断层制约B端落地, Anthropic加速FDE生态培养, Cowork相比Coding预计呈缓慢Rollout曲线, 3D与AI for Science长期前景

#software #llm

AceCamp · 2026-09-22 · article 70567395

2026.09.22 · AC · Thermal

Liquid Cooling Expert: DIMM Cold Plates

液冷大厂专家谈DIMM冷板工艺及北美客户情况

#thermal #memory

AceCamp · 2026-09-22 · article 70567386

2026.09.22 · AC · Thermal

Thermal Material Supplier: 1.6T & Rubin TIM

头部散热材料供应商：光模块速率从800G向1.6T迭代对散热方案影响，NVIDIA Rubin GPU散热方案及TIM供应商格局，石墨烯TIM材料放量预期 - 鸿富诚_富烯科技_汉华热管理

#thermal #optical

AceCamp · 2026-09-22 · article 70567369

2026.09.22 · TB · Cloud

Neocloud: Nebius & Mistral

Neocloud Market – Nebius & Mistral AI – Former Senior Executive, Strategic Partnerships at Nebius Group NV

#cloud #datacenter

Third Bridge · 2026-09-22

2026.09.22 · TB · Cloud

Together AI Expert

Together AI

#cloud #llm

Third Bridge · 2026-09-22

2026.09.22 · TB · Consumer

Young's Brewery Margins

Young & Co's Brewery – Sustaining Sector Leading Margins While the £10 a Pint Question Looms

#consumer

Third Bridge · 2026-09-22

2026.09.22 · TB · Data

NIQ AI-Native Growth Runway

NIQ Global Intelligence – How Long is the Growth Runway for AI-native Solutions After a Strong Quarter?

#software

Third Bridge · 2026-09-22

2026.09.22 · TB · Datacenter

US AI DC Construction & EPC

US AI Data Centre Construction & EPC Space – Meta Platforms & Turner Construction – Former Supply Chain Manager, Solutions at Meta Platforms Inc

#datacenter

Third Bridge · 2026-09-22

2026.09.22 · TB · Energy

Liberty Energy Tech Strategy

Liberty Energy – Technology Strategy, Operational Differentiation & Competitive Positioning

#energy

Third Bridge · 2026-09-22

2026.09.22 · TB · Energy

Trac Energy Expert

Trac Energy

#energy

Third Bridge · 2026-09-22

2026.09.22 · TB · LLM

MiniMax Iteration & Commercialisation

AI Foundation Model Industry 2026 Series – MiniMax Model Iteration & Commercialisation (Conducted in Mandarin)

#llm #china

Third Bridge · 2026-09-22

2026.09.22 · TB · Materials

Thailand Paint & TOA

Thailand Paint & Coatings Market & TOA Paint – Former Senior Executive at TOA Paint (Thailand) Public Co Ltd

#materials

Third Bridge · 2026-09-22

2026.09.22 · TB · Power

Vistra Supply Chain Bottlenecks

Vistra – Supply Chain Pressures & Procurement Bottlenecks on Capacity Growth

#power

Third Bridge · 2026-09-22

2026.09.22 · TB · Retail

Kroger Competitive Update

Kroger – Grocery Retail Competitive Update & Growth Outlook

#consumer

Third Bridge · 2026-09-22

2026.09.22 · TB · Software

AI SDRs & AI Employee Market

PE Sector Update: AI Sales Development Representatives & the Broader AI Employee Market

#software #agents

Third Bridge · 2026-09-22

2026.09.22 · 9K · Agents

Meta Expert: Muse DAU & Costs

Meta离职专家|Muse在美国区发布后日活约100万并连续登顶iOS下载榜，每周1亿token免费额度推动获客但付费用户仅略超1,000人，单用户每月GPU与虚拟机成本较高，Meta拟依托端到端转化数据、广告及潜在5%交易抽成实现变现，Conversion Rate提高10%或可覆盖运行成本，长期目标月活有望达到10亿量级

#agents #internet

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · Agents

Meta FAIR Engineer on Muse

纪要总结

#agents #llm

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · Agents

Meta Muse & Watermelon Check II

Merit Meta Muse及Watermelon模型进展调研II(2026-09-22 11:00:00)

#agents #llm

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · LLM

China LLM Channel Check II

Merit 国产模型调研II(2026-09-22 20:00:00)

#llm #china

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · LLM

Zhipu Expert: ARR & MaaS

头部国产模型厂商离职商业化专家|智谱当前ARR口径达18亿美元并将年底目标上调至30亿美元，近90%收入来自MaaS；数据获取受限与算力瓶颈仍制约模型迭代

#llm #china

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · PCB

Bomin Expert: Ceramic Substrates

博敏电子离职专家|陶瓷基板预计到2026年年底形成约200亿元人民币市场，现阶段收入仍由功率半导体主导，数据中心方案虽被预测存在千亿元天花板但仍处送样验证且需与PTFE、玻璃基板竞争；博敏电子PCB内嵌陶瓷基板向NVIDIA相关方向送样尚未落地；800G光模块产线满产年产值约6亿元、毛利率约28%至30%，推动Q3有望实现扭亏

#pcb #materials

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · PCB

Ceramic Substrate & Bomin Check

Merit 陶瓷基板产业&博敏电子经营近况调研(2026-09-22 17:30:00)

#pcb #materials

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · PCB

PCB Leader Channel Check

Merit PCB龙头厂商经营近况&产业趋势调研(2026-09-22 16:00:00)

#pcb

Meritco 久谦 · 2026-09-22

2026.09.22 · 9K · PCB

Victory Giant Expert: HDI & TPU Share

胜宏科技离职专家|Q3胜宏科技HDI二处Q3产量爬坡至约12万平方米并带来约30亿元收入增量；Rubin Compute板份额达75%、谷歌TPU V8综合份额至少60%，明年收入预计约450亿元；而正交背板方案尚未定案目前70%份额传闻不可靠

#pcb

Meritco 久谦 · 2026-09-22

2026.09.22 · Substack · Agents

Citrini: Agentic Reality

Agentic Reality

#agents

Substack · Citrini · 2026-09-22

2026.09.22 · Substack · Agents

Stratechery: Amazon Blocks Muse

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator (Stratechery Update 9-22-2026)

#agents #internet

Substack · Ben Thompson · 2026-09-22

2026.09.22 · Substack · AMBA

Gaetano: AMBA Physical AI Position

Why AMBA Is One of My Largest Physical AI Positions & What I Think It Could Be Worth

#semis #auto

Substack · Gaetano · 2026-09-22

2026.09.22 · Substack · Data

INOD Up ~20%: What Happened

INOD up ~20% Today. What Happened?

#software

Substack · Gaetano · 2026-09-22

2026.09.22 · Substack · LLM

Latent Space: Jev CEO Interview

Jev: System One models for Prod, not God — with Diogo Almeida, CEO, TypeSafe AI - Latent Space: The AI Engineer Podcast | Spotify(2026-09-22 16:03)

#llm

Substack · 2026-09-22

2026.09.22 · Substack · Markets

TMTB EOD Wrap

#markets

Substack · TMT Breakout · 2026-09-22

2026.09.22 · Substack · Markets

TMTB Morning Wrap

#markets

Substack · TMT Breakout · 2026-09-22

2026.09.22 · Substack · Markets

TMTB Podcast Intel: Benioff

TMTB Podcast Intel: Salesforce’s (CRM) Benioff on the SaaSpocalypse, Slack and Lab IPOs, Rogo’s Gabe Stengel on AI…

#markets #software

Substack · TMT Breakout · 2026-09-22

2026.09.22 · Substack · Memory

FUNDA MU FY4Q26 Preview

Preview|MU FY26Q4: Focusing on Earnings Sustainability; A Higher, Longer Plateau

#memory

Substack · FUNDA · 2026-09-22

2026.09.22 · Substack · Optical

Optical Switches Beyond Mirrors

Optical Switches for AI: Competition Beyond Mirrors

#optical

Substack · Nutty · 2026-09-22

2026.09.22 · Substack · Robotics

Gaetano: Physical AI Charts

5 Good Looking Physical AI Charts

#robotics

Substack · Gaetano · 2026-09-22

2026.09.22 · FUNDA · LLM

DeepLLM Enterprise AI Apps Survey Vol.5

DeepLLM 企业 AI 应用调研（Vol.5) - 降本与应用扩张并行，业务回报影响后续投入

#llm #ai-demand

Funda · 2026-09-22

2026.09.22 · SA · Networking

FIT Tech Day 2026

FIT (Foxconn Interconnect Technology) Tech Day 2026

#networking #optical

SemiAnalysis · 2026-09-22

2026.09.22 · SA · Datacenter

OpenAI 2.7 GW Camellia Campus in Georgia

OpenAI’s 2.7 GW Camellia Campus in Georgia

#datacenter #power

SemiAnalysis · 2026-09-22

2026.09.22 · SA · AI Demand

SemiAnalysis Tokenomics September Update

September Tokenomics Update

#ai-demand #llm

SemiAnalysis · 2026-09-22

2026.09.21 · AC · Thermal

AI Server Liquid Cooling Map

AI服务器液冷各环节升级趋势与产业链全景拆解

#thermal #datacenter

AceCamp · 2026-09-21 21:04 · article 70567353

2026.09.21 · AC · Macro

Middle East War Weekly

中东战局周报·九月第三周_ 沙特承压, 美国暂缓扩大介入

#macro

AceCamp · 2026-09-21 18:07 · article 70567350

2026.09.21 · AC · Pharma

CRO US Regulatory Risk

CRO板块的美国监管风险再评估

#pharma

AceCamp · 2026-09-21 16:47 · article 70567321

2026.09.21 · AC · PCB

CPO Impact on PCB Materials

降规还是价值转移？CPO 冲击下的 PCB 材料量级、价值流向及配置重估

#pcb #optical

AceCamp · 2026-09-21 16:19 · article 70567348

2026.09.21 · AC · Defense

US Space Weapons vs China

美国公开承认在轨武器：中美太空能力差距深度解析

#defense

AceCamp · 2026-09-21 14:44 · article 70567334

2026.09.21 · AC · AAPL

Siri AI vs ChatGPT & Gemini

Siri AI落地：它和ChatGPT、Gemini到底差异在哪，是否有望推动iPhone换机

#hardware #llm

AceCamp · 2026-09-21 14:43 · article 70567333

2026.09.21 · AC · AI Demand

Huawei 100,000x Token Forecast

华为预测Token消耗增长10万倍：下一轮AI 需求落在哪里？

#ai-demand

AceCamp · 2026-09-21 14:41 · article 70567336

2026.09.21 · AC · SemiCap

Piezo Ceramics & MFC Check

压电陶瓷调研：MFC出货量及价格，国产整机市场地位，压电陶瓷毛利率及竞争格局

#semicap #materials

AceCamp · 2026-09-21 14:07 · article 70567328