Tag: ASML

Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it.

At the time, it was still a ~$500M company with real exposure to AI processors & silicon photonics.

Now it is one of 2026’s biggest winners.

$AMAT has launched new Angstrom-era chipmaking systems designed for 2nm and below AI logic nodes.

The tools support next-generation GAA transistors and 300 billion-plus transistor chips, with a focus on better performance-per-watt and reliability.

$INTC says it is joining the Terafab project with SpaceX, xAI and $TSLA to help modernize silicon fab technology.

The goal is to bring chip design, fabrication, and packaging at scale to support 1 TW per year of compute for AI and robotics.

$AVGO signed a long-term deal with $GOOGL to help develop future TPUs and supply networking for Google’s next-gen AI racks through 2031.

As part of that, Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027, helping push its run-rate revenue above $30B.

U.S. Treasury is reportedly tapping $HOOD and BNY to help run Trump Accounts for children.

The move would put both firms at the center of the new government-backed investment account program.

Great to be featured in The New York Times discussing why Starlink is doing the heavy lifting in the SpaceX IPO.

With ~9M users today and a credible path to 50M over time, Starlink alone could become a ~$40B high-margin recurring revenue business at ~$80–$100 ARPU.

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