Market Info October

CPU

100

CPU stands for...

Central Processing Unit. Brain of a computer

200

CPU supply will likely be constrained in 2027 becuase of

Soaring Demand due to Agentic AI

Substrate supply constraints (ABF)

300

This Intel CPU Generation is most in demand/ Has the most supply problems

Granite Rapids

400

This city in italy will be the code name of the New 6th Generation AMD Server CPUs.

Venice

500

This fab in israel had an explosion and is shut down for the foreseebale future

Fab 28

R U DIMM?

100

Micron has signed this many LTA's

26

with $32 Billion in deposits from these customers (ransom money to deter them from breaking contract if market softens in 2028 or 2029)

200

The difference between a SODIMM and UDIMM is...

UDIMM normal length (for PC etc)
SODIMM miniature, Small Outline (to fit in a Laptop)

300

To make one wafer of HBM you need to use this many wafers of DDR5 DRAM

3-4

HBM is made with layers. Picture a Skyscraper each floor is a DDR5 Wafer. Hard to make but critical to have near an AI GPU

400

SK Hynix can only meet this % of DRAM demand in 2027

30-50%

500

These two RDIMM capacities have almost the same open market pricing.

64GB and 96GB

FPGA Today

100

These are the top 3 FPGA Manufacturers

Xilinx, Altera, Lattice

200

This Lattice Series is most in demand.

LMCXO2 (will also accept MachXO2)

300

FPGA stands for...

Field Programmable Gate Array

400

Altera is facing shortages because...

TSMC reduced 28nm Node capacity (to make more COWOS)

500

Xilinx XC7 lead times are....

52-58 Weeks

I See (no ic supply)

100

These are the top two selling IC Manufacturers

TI and ADI

200

Broadcom is using their limited capacity to make this kind of product

AI TPU/ASICs (Custom Accelerators)

300

One hyperscaler heard that Diodes will only increase their capacity by ____%

10%

400

On this date, onsemi will increased pricing 

October 10th

500

Automotive customers are struggling with these brands

TI, Diodes Inc, Infineon, ST MICRO

Fab capacity

100

TSMC stands for

Taiwan Semiconductor Manufacturing Corporation

200

TSMC's order book is filled until this year

2030

300

TSMC has highest demand on these advanced nodes

3nm and 2nm

400

12 Inch wafer pricing is set to by this much in 2027

10-40% (Making IC MFRs using TSMC rush to increase pricing to cover it)

500

These IC companies have been hurt due to TSMC mature node capacity reductions

ST Micro, Broadcom, Altera, Xilinx, Marvell, TI just name as many as you can and you're probably right