@jukan05 supply chain can't keep up with the demand feels like every link is stretched thin right now

Sharing my latest article: “DRAM $SNDK $MU from a Real TSM R&D Perspective”

@jukan05 Should you believe the guy who is invested into pumping the bubble and expectations industry wide? Maybe he's being honest at the time but he may also be honest and has outdated information which isn't that surprising if you know how many things he manages.

@jukan05 供应链紧绷成这样，价格又要涨了吧，小公司真扛不住这种压力。

@jukan05 Pump Monday please

@jukan05 Shortages have been the norm for a while now, but hearing it from the top like this makes me wonder how long until things actually balance out.

@jukan05 So when do we start seeing actual price drops for consumers? All this shortage talk just feels like an excuse to keep prices high.

@jukan05 Sounds like a gold rush for suppliers right now. Hope they're ramping up quality control along with the volume.

This is why looking beyond just the GPU designers is critical. When Jensen flags silicon photonics and cable connectors as major bottlenecks, he’s highlighting that data transfer speeds and thermal limits are the real battlegrounds now. The upstream equipment and optical component makers hold massive pricing power in this environment.

@jukan05 I wonder where it could start to become a real problem

@jukan05 This isn't just a chip shortage anymore

The race is now about who can build the physical layer fast enough

@jukan05 every link in the chain is sold out. there is no slack left

@jukan05 Why was meeting Faker a top?

@jukan05 Shortages are just a sign of a booming market. Hope they can scale up without sacrificing quality.

@jukan05 供应链紧张确实是个大问题，不过总感觉这些巨头喊缺货也是变相抬价的一种手段。

@jukan05 产能跟不上需求的时候，价格只会继续涨，就看下游能扛多久了。

@jukan05 产能吃紧是常态了，就看谁能先跑通新产线抢到份额。

@jukan05 He is trying to save the Kospi from a crash on Monday. Good luck🤞

@jukan05 坚定看好ai硬件

@jukan05 yet capex is growing how many % in 2027?

@jukan05 킹치만 주가가…