DanielRomero

We’ve all seen the typical picture of a quantum computer
But have you ever seen one up close?
Looks less polished than I would’ve thought

I think it’d be impossible to go to an event like SEMICON and not end up 10x more bullish than before
So many advancements, so much collaboration, and 2030-2035 timelines instead of short-term thinking
You realize that, sure, companies’ charts will look lumpy, but progress is continuous
This industry is just getting bigger and bigger

I’ve never seen a materials company grab so much attention
High growth positioning and perfect industry partners
Exposed to PLP, glass, hybrid bonding
Really impressive work by Resonac

I’ve never seen a materials company grab so much attention
High growth positioning and perfect industry partners
Exposed to PLP, glass, hybrid bonding
Really impressive work by Renesas

Glass substrates are a rockstar
So much attention
I wasn’t expecting it
E&R booth full of people all day

I remember Serenity everywhere I go
Bottlenecks everywhere
🤭

Pasqal, newly listed on Nasdaq as $PSQL, used SEMICON Taiwan to argue that quantum computing can deliver commercial value before full fault tolerance arrives around 2030
“We dare to disagree,” said Roberto Mauro, Pasqal’s chief revenue officer.
The company’s neutral-atom platform supports analog quantum simulation today and is designed to transition toward gate-based, fault-tolerant computing later. Mauro said this means “our customers are buying the best of today and the best of tomorrow in one purchase.”
Pasqal says it has deployed seven QPUs across three continents, sold more than 540 qubit

Wccftech citing my post with the $AMD slide
Thank you!

So many booths, so little time
SEMICON is the place to be if you invests in semi stocks, that’s for sure
Some robotics/advanced manufacturing stuff as well

$TSM representative says workforce availability is the biggest bottleneck to building more fabs in Taiwan

$GOOG Head of Infra:
“A Gemini prompt now consumes the equivalent of 7 seconds of TV.”

$GOOG showing off its 1.09 PUE
Very impressive, actually

$GOOG Head of Infrastructure:
“Energy is perhaps the biggest challenge.”

$GOOG Amin Vahdat is such an impressive speaker
The difference in presentation quality between American and Asian companies is a whole different world
Even when Asian companies present in their native language, they often don’t communicate information as American companies do

First official day of SEMICON Taiwan
This place is packed!
The booths are already full of people
$GOOG Amin Vahdat will be the first to present

$AMD says hybrid-bonded 3D DRAM is 17× more energy-efficient than HBM using microbumps

$SKHY claims up to 5.15x LLM inference improvement with Custom HBM
Looking further ahead, the company is exploring a new type of memory:
- Compute-using DRAM
This would allow DRAM to perform certain computations directly inside the memory itself, reducing the need to move data back and forth between memory and the processor

I'd say the themes capturing the most attention at SEMICON this year are:
1. Advanced packaging
2. Memory
3. Photonics
Glass substrates are getting a lot of attention as well. I didn't expect that, but people were really pumped for Unimicron
Big vibe shift with $AMD too. People were really interested in them