Blaze Pascal @blaze__pascal
the rainmaking mandala Joined March 2020-
Tweets86
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Likes7K
Thanks dawg 👾 it takes 3-4 year to bring on greenfield capacity Current spot/LTA price is below incentive price to bring on new capacity Price needs to go up A LOT or there will not be enough wafer Hynix/Sammy/etc capacity expansion tomorrow needed SUMCO greenfield yesterday SUMCO canceled greenfield two month ago
LMAO This will be so fucking funny Big W for my friend @blaze__pascal He called this months ago
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The trade for the past year has been to buy when they say no price hike or capacity. A year ago they said no T-Glass hikes and have since raised by ~30%. Stock up 400%ish since. Three quarters ago they said no T-Glass capacity growth in FY3/27 and now it’s +20-30%. Stock +150%ish since. I think they expand capacity (again) and lock in higher prices
@dalibali2 He looks like a raw 300mm silicon wafer
@zephyr_z9 Wonder if Renesas will monetize that 40% stake in WOLF… + the 15% in SITM…
@atelicinvest So much hate for ToTo on this platform. Don’t become a boomer-san 🪷
@sssjeffpu Mitsui Kingzoku must be happy
@sssjeffpu Excellent work. Do you also expect a MicroThing shortage driven by memory PKG?
@zephyr_z9 5802 the beast. LTAs cometh
@jukan05 @PhotonCap Renesas for memory interface + TPU PMICs?
@zephyr_z9 Isn’t the ABF shortage due to T-Glass vs. lack of ABF capacity?
@ABC87791035 The White House was kind enough to give you the answer key— whitehouse.gov/fact-sheets/20…
@jukan05 Only MicroThin copper foil. Think VSP price hikes come in a few weeks
@jukan05 Let the ramp of NER glass begin. Nittobo doubling capacity this year and still expects it to be in short supply. Pricing going much higher
@aleabitoreddit Why do you like AXTI > 5802 or 5016 for InP? Seems like similar torque without le China exposure + artisanal alpha
@paurooteri JP announced first investments in US last week. Takaichi visiting US mid-March. They all good
@blondesnmoney Limit up tonight baller
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