@tengyanai · ranked 2 of 2 scored days
#86
30up today
been doing so many “bake-offs” a day with the different models, you’d think i’ve quit tech and opened a bakery
Our AI infrastructure map moved in five places today. here’s what changed, and why it matters for investors: #1: The packaging center of gravity may be shifting. Morgan Stanley estimates Nvidia’s share of TSMC CoWoS allocation falls from 53.4% to 45.6% in 2027, while AMD
the PCB market looks balanced, but the drill bits underneath it don’t. AI server boards are thicker, harder and packed with smaller holes. each board burns through more tungsten-carbide tool life than the one before it. PCB volumes can grow normally while drill demand grows
Our AI infrastructure map moved in five places today. here’s what changed, and why it matters for investors: #1: The packaging center of gravity may be shifting. Morgan Stanley estimates Nvidia’s share of TSMC CoWoS allocation falls from 53.4% to 45.6% in 2027, while AMD
the PCB market looks balanced, but the drill bits underneath it don’t. AI server boards are thicker, harder and packed with smaller holes. each board burns through more tungsten-carbide tool life than the one before it. PCB volumes can grow normally while drill demand grows
Our AI infrastructure map moved in five places today. here’s what changed, and why it matters for investors: #1: The packaging center of gravity may be shifting. Morgan Stanley estimates Nvidia’s share of TSMC CoWoS allocation falls from 53.4% to 45.6% in 2027, while AMD