SemiAnalysis's latest interview: Storage still has room to double; CPUs are merely supporting actors; CPO implementation delayed until 2029

Founder Dylan Patel stated that Anthropic has become profitable, with annual recurring revenue (ARR) exceeding $50 billion, refuting doubts about its return on investment (ROI). On the hardware front, memory prices have already quadrupled and are expected to rise another 2–3 times; the structural shortage driven by inference models will persist for several years. Demand for CPUs largely reflects historical catch-up purchases—a short-term 'mini-cycle' rather than a long-term inflection point. Mass production of co-packaged optics (CPO) has been delayed until late 2028, unexpectedly extending the copper interconnects' window of opportunity, while power constraints are forcing data centers to adopt behind-the-meter power generation.

wallstreetcnJul 10 15:57

Share of Semiconductor and Chip Stocks Are Trading Higher After Reports That Meta Will Invest in Hardware to Double Its In-house Compute Capacity to 14GW Next Year. Also, Micron Technology's Plan to Increase U.S. Investments to More Than $250 Billion...

BenzingaJul 10 01:54

Press Release: Magnachip to Announce Second Quarter 2026 Financial Results on July 29, 2026

Dow JonesJul 9 17:33

Magnachip to Announce Second Quarter 2026 Financial Results on July 29, 2026

MagnaChip SemiconductorJul 8 12:00

Goldman Sachs Revisits 'HALO Trades': The Second Phase Has Just Begun

In its latest report released on July 7, Goldman Sachs’ European equity strategy team stated: The first phase of the HALO trade—valuation repair—has largely been completed, and the second phase has just begun, with the driver shifting from 'repricing' to 'earnings realization.'

wallstreetcnJul 8 11:10

Morgan Stanley told clients it is time to 'sell chips, buy cloud,' and that 'storage'—similar to 'silver'—has peaked.

Morgan Stanley strategist Michael compared the trajectory of semiconductor stocks to that of silver, noting that both have experienced parabolic rallies and share commodity-like characteristics. He believes the current correction may not yet be over, with memory chips bearing the brunt of the sell-off. At the same time, he remains bullish on consumer discretionary, regional banks, transportation, and biotechnology, arguing that market leadership should broaden beyond AI-related capital expenditure beneficiaries to a wider range of sectors.

wallstreetcnJul 7 12:37