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Semiconductors & AI Hardware

Chip design and markets: GPUs, custom ASICs/accelerators, memory and HBM, advanced packaging, silicon photonics, foundry and equipment competition, product cycles, and semiconductor company performance.

AI's New Infrastructure Layer: Compute as Financeable Asset Class

By KAPUALabs
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AMD AI: Bull Case on Helios, Bear Case on Execution

By KAPUALabs
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The Semiconductor Capital Cycle: Infrastructure Boom, Consumer Squeeze

By KAPUALabs
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Micron's AI Memory Boom: Conviction or Cyclical Trap?

By KAPUALabs
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Inside the Memory Cycle Paradox

By KAPUALabs
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AMD's AI Ascent vs Nvidia's Fortress

By KAPUALabs
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Bull vs. Bear: Can Meta's Custom Silicon Strategy Deliver on Its 14GW Promise?

By KAPUALabs
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Bull vs. Bear: Can Meta's Custom Silicon Strategy Deliver on Its 14GW Promise?

Meta's AI Silicon Strategy: Physics, Power, and the Decoupling from GPU Pricing

By KAPUALabs
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Meta's AI Silicon Strategy: Physics, Power, and the Decoupling from GPU Pricing

The HBM Bottleneck: Why AI's Memory Crisis Is Far From Over

By KAPUALabs
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The HBM Bottleneck: Why AI's Memory Crisis Is Far From Over

Inside Meta's Strategic Pivot to Ultralight AR and the Road Ahead

By KAPUALabs
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Inside Meta's Strategic Pivot to Ultralight AR and the Road Ahead

If You Control the Chip, Who Can Stop You? Meta and OpenAI's Ultimate Power Play

By KAPUALabs
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If You Control the Chip, Who Can Stop You? Meta and OpenAI's Ultimate Power Play

The Structural Memory Shortage: A Comprehensive Analysis of Persistent Price Inflation

By KAPUALabs
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The Structural Memory Shortage: A Comprehensive Analysis of Persistent Price Inflation