The AI supply chain is seeing capacity constraints at every level. $ASML Holding NV(ASML)$ • Midpoint guidance of €44B • Second guidance raise this year • Demand for EUV machines is so strong they can't build them fast enough $Taiwan Semiconductor Manufacturing(TSM)$ • Sold out across all nodes • Five 2nm fabs ramping at the same time • Demand for advanced processes continues to be driven by AI/HPC $Micron Technology(MU)$ $SK hynix(SKHY)$ • HBM demand remains extremely strong • Gross margins reaching around 85% • Supply is expected to stay tight through at least 2027 The AI infrastructure buildout is
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The market has seen a lot of deals with Iran over the same issue, and each one has acted like a trigger to prop things up. But after so many times, even the most aggressive traders might start to feel like they're pushing their luck. For SOXS, the main resistance area, aside from the usual daily decay, looks to be around 3.85 to 4. It's moving fast right now.
$Corning(GLW)$ Inference is becoming as important as training. Models are now advanced enough that it's time to deploy them in the real world, like in factories and warehouses. This involves companies in the robotics space, such as $Churchill Capital Corp XI(CCXI)$ , which is set to merge with Agility Robotics. To make this work, AI needs to be brought as close to the edge as possible. That's where players in RAN and photonics come in, including giants like $Nokia Oyj(NOK)$ and the optical leader GLW. Meanwhile, $BlackBerry(BB)$ is critical for providing the QNX real-time
$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ KORU was at $1,088 a couple of weeks back, and yesterday it was at $544, which is a 50% drop. After a long stretch of down days, there might be some brighter days ahead.