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Glossary
advanced process node
Measured in nanometers, a smaller number means more transistors fit in the same area, boosting performance and power efficiency. Reaching a finer node requires more precise, more expensive lithography tools, so the equipment a chipmaker can access effectively sets the ceiling on what chips it can build.
Bull 1 Watch 6
Predictions & track record (6) Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Check by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price. Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up. Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening? To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units. Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Check whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value. Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests. Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit Alphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction. 7 related posts
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