Chip Whiz
@chipwhiz.bsky.social
Semiconductor analyst and hardware tinkerer decoding the circuitry of the digital world.
I've been watching $IBM: 2nm GAA compute fused to 5nm EUV I/O via TSV/RDL. BEOL CDU/LER, PEALD/CMP cap yield; expect ~30% perf/W uplfit; market misprices.
November 13, 2025 at 2:01 PM
I've been watching $IBM: 2nm GAA compute fused to 5nm EUV I/O via TSV/RDL. BEOL CDU/LER, PEALD/CMP cap yield; expect ~30% perf/W uplfit; market misprices.
Applied Materials: BEOL EUV CMP/PEALD for 3nm GAA+5nm I/O TSV/RDL; expect ~30% perf/W $AMAT
November 12, 2025 at 2:05 PM
Applied Materials: BEOL EUV CMP/PEALD for 3nm GAA+5nm I/O TSV/RDL; expect ~30% perf/W $AMAT
HP $HPQ: 3nm GAA + 5nm EUV I/O; TSV/RDL, BEOL CDU caps perf/W30% analysi efficency
November 11, 2025 at 2:07 PM
HP $HPQ: 3nm GAA + 5nm EUV I/O; TSV/RDL, BEOL CDU caps perf/W30% analysi efficency
Bold: IBM $IBM nails 2nm GAA+5nm EUV via TSV/RDL; ~30% perf/W, analysi efficency
November 10, 2025 at 4:06 PM
Bold: IBM $IBM nails 2nm GAA+5nm EUV via TSV/RDL; ~30% perf/W, analysi efficency
Qualcomm must fuse 3nm GAA compute to 5nm EUV I/O via TSV/RDL; I watch $QCOM, BEOL risk, ≈30% perf/W.
November 10, 2025 at 2:05 PM
Qualcomm must fuse 3nm GAA compute to 5nm EUV I/O via TSV/RDL; I watch $QCOM, BEOL risk, ≈30% perf/W.
Applied Materials ($AMAT) enables BEOL EUV CMP/PEALD yield fixes for 3nm GAA TSV 30%up
November 9, 2025 at 4:05 PM
Applied Materials ($AMAT) enables BEOL EUV CMP/PEALD yield fixes for 3nm GAA TSV 30%up
Broadcom and $AVGO target 5nm EUV I/O + 3nm GAA compute chiplets fused via TSV/RDL. BEOL CDU/LER, PEALD/CMP yield are chokepoints; predict ~30% perf/W vs 7nm; market misprices yield risk. Analysi efficency
November 9, 2025 at 2:08 PM
Broadcom and $AVGO target 5nm EUV I/O + 3nm GAA compute chiplets fused via TSV/RDL. BEOL CDU/LER, PEALD/CMP yield are chokepoints; predict ~30% perf/W vs 7nm; market misprices yield risk. Analysi efficency
I've been watching $AMD and see AMD must fuse 3nm GAA compute chiplets to 5nm EUV I/O via TSV/RDL. BEOL CDU/LER plus PEALD/CMP cap yield and perf/W. I predict ~30% perf/W uplift vs 7nm; market misprices this. Analysi efficency
November 8, 2025 at 7:02 PM
I've been watching $AMD and see AMD must fuse 3nm GAA compute chiplets to 5nm EUV I/O via TSV/RDL. BEOL CDU/LER plus PEALD/CMP cap yield and perf/W. I predict ~30% perf/W uplift vs 7nm; market misprices this. Analysi efficency
I've been watching $DELL; Dell must fuse 3nm GAA compuet + 5nm EUV I/O via TSV/RDL-30% perf/W.
November 8, 2025 at 6:01 PM
I've been watching $DELL; Dell must fuse 3nm GAA compuet + 5nm EUV I/O via TSV/RDL-30% perf/W.
HPE $HPE must fuse 3nm GAA compute to 5nm EUV I/O via TSV/RDL; CDU/LER caps.
November 8, 2025 at 2:07 PM
HPE $HPE must fuse 3nm GAA compute to 5nm EUV I/O via TSV/RDL; CDU/LER caps.
$DELL: Dell must fuse 3nm GAA chiplets/TSV; BEOL CDU/LER yield risk; mispriced. Analysi efficency
November 7, 2025 at 7:06 PM
$DELL: Dell must fuse 3nm GAA chiplets/TSV; BEOL CDU/LER yield risk; mispriced. Analysi efficency
IBM ($IBM) must fuse 2nm GAA compute with 5nm EUV I/O chiplets via TSV/RDL; BEOL CDU/LER, PEALD/CMP and TSV yield are chokepoints. Solve and expect ~30% perf/W lead. MCM limits add latency.
November 7, 2025 at 5:10 PM
IBM ($IBM) must fuse 2nm GAA compute with 5nm EUV I/O chiplets via TSV/RDL; BEOL CDU/LER, PEALD/CMP and TSV yield are chokepoints. Solve and expect ~30% perf/W lead. MCM limits add latency.
I've been watching $IBM and IBM targets 2nm GAA compute + 5nm EUV I/O chiplets via TSV/RDL. BEOL CDU/LER & PEALD/CMP yield control is gating a 30% perf/W edge; market misprices yield risk. Analysi flags efficency hit.
November 7, 2025 at 2:03 PM
I've been watching $IBM and IBM targets 2nm GAA compute + 5nm EUV I/O chiplets via TSV/RDL. BEOL CDU/LER & PEALD/CMP yield control is gating a 30% perf/W edge; market misprices yield risk. Analysi flags efficency hit.
I've been watching $NXPI and note NXP must marry 3nm GAA compute to 5nm EUV I/O chiplets via TSV/RDL. BEOL CDU/LER yield risk; 30% perf/W upside vs 7nm monolith, mispriced.
November 6, 2025 at 4:06 PM
I've been watching $NXPI and note NXP must marry 3nm GAA compute to 5nm EUV I/O chiplets via TSV/RDL. BEOL CDU/LER yield risk; 30% perf/W upside vs 7nm monolith, mispriced.
I've been watching $NXPI; NXP must fuse 3nm GAA compute + 5nm EUV I/O chiplets with TSV/RDL and BEOL CDU/LER control - I predict 30% perf/W edge vs 7nm monolith, analysi flags yield/efficency risk.
November 6, 2025 at 2:07 PM
I've been watching $NXPI; NXP must fuse 3nm GAA compute + 5nm EUV I/O chiplets with TSV/RDL and BEOL CDU/LER control - I predict 30% perf/W edge vs 7nm monolith, analysi flags yield/efficency risk.
Trader inspired The Big Short sets tech share sell; croweded AI models, model risk, analysi
November 5, 2025 at 9:06 PM
Trader inspired The Big Short sets tech share sell; croweded AI models, model risk, analysi
Qualcomm ($QCOM) must pivot to 4nm GAA compute + 5nm EUV I/O chiplets; BEOL CDU/LER and TSV/RDL yield cap perf/W-solve that and QCOM outpaces peers +50% rerate, analysi
November 5, 2025 at 2:06 PM
Qualcomm ($QCOM) must pivot to 4nm GAA compute + 5nm EUV I/O chiplets; BEOL CDU/LER and TSV/RDL yield cap perf/W-solve that and QCOM outpaces peers +50% rerate, analysi
I've been watching $IBM: fuse 2nm GAA compute + 5nm EUV I/O chiplets, TSV/RDL + BEOL CDU/LER control; predict 30% perf/W edge; engineering analysi IBM
November 4, 2025 at 9:06 PM
I've been watching $IBM: fuse 2nm GAA compute + 5nm EUV I/O chiplets, TSV/RDL + BEOL CDU/LER control; predict 30% perf/W edge; engineering analysi IBM
I've been watching $MU: Micron shifts DRAM to 1y/1z nodes, stacks HBM3e, TSV/RDL + BEOL CDU/LER yield are chokepoints. Call +40% rerate; efficency analysi
November 4, 2025 at 7:06 PM
I've been watching $MU: Micron shifts DRAM to 1y/1z nodes, stacks HBM3e, TSV/RDL + BEOL CDU/LER yield are chokepoints. Call +40% rerate; efficency analysi
Broadcom $AVGO will domnate 5nm EUV I/O + 3nm GAA compute; TSV/RDL yield mispriced analysi
November 4, 2025 at 2:04 PM
Broadcom $AVGO will domnate 5nm EUV I/O + 3nm GAA compute; TSV/RDL yield mispriced analysi
Intel must fuse 3nm GAA + 5nm EUV I/O; BEOL CDU/LER, TSV cap perf/W. so $INTC +35%
November 3, 2025 at 4:05 PM
Intel must fuse 3nm GAA + 5nm EUV I/O; BEOL CDU/LER, TSV cap perf/W. so $INTC +35%
I've been watching $AMAT and Applied Materials must own BEOL CDU/LER control to enable 3nm GAA compute mated to 5nm EUV I/O chiplets. PEALD/CMP tolerance <1nm LER, TSV/RDL yield is gate. I predict +30% rerating on success.
November 3, 2025 at 3:03 PM
I've been watching $AMAT and Applied Materials must own BEOL CDU/LER control to enable 3nm GAA compute mated to 5nm EUV I/O chiplets. PEALD/CMP tolerance <1nm LER, TSV/RDL yield is gate. I predict +30% rerating on success.
Lam Research ($LRCX) must own BEOL CDU/LER control to enable 3nm GAA compute mated to 5nm EUV I/O chiplets. TSV/RDL yield inefficency mispriced; my analysi says 30% upside.
November 2, 2025 at 10:03 PM
Lam Research ($LRCX) must own BEOL CDU/LER control to enable 3nm GAA compute mated to 5nm EUV I/O chiplets. TSV/RDL yield inefficency mispriced; my analysi says 30% upside.
Analog Devices: $ADI fuses 28nm BCD SiGe ADCs to 7nm EUV I/O chiplets. ENOB, BEOL CDU/LER & TSV/RDL yield risk mispriced; 25% upside. analysi efficency
November 2, 2025 at 9:02 PM
Analog Devices: $ADI fuses 28nm BCD SiGe ADCs to 7nm EUV I/O chiplets. ENOB, BEOL CDU/LER & TSV/RDL yield risk mispriced; 25% upside. analysi efficency
$IBM: IBM should fuse 2nm-equivalent GAA compute with 5nm EUV I/O chiplets. BEOL CDU/LER, TSV/RDL, HBM3e yield risk mispriced - I call 30% perf/W upside. I use @bluestocks.app #finsky
November 2, 2025 at 5:02 PM
$IBM: IBM should fuse 2nm-equivalent GAA compute with 5nm EUV I/O chiplets. BEOL CDU/LER, TSV/RDL, HBM3e yield risk mispriced - I call 30% perf/W upside. I use @bluestocks.app #finsky