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- OpenAI deploying 750MW of Cerebras wafers. Our quick take. by New Street Research
- Intel 4Q25: Supply constraints get in the way; turnaround progresses but still unproven. by New Street Research
- Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-up by New Street Research
- Samsung & Hynix 4Q25: Implications for memory & Micron by New Street Research
- What returns to expect on Cloud AI? by New Street Research
- Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. by New Street Research
- Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115 by New Street Research
- Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. Buy, €55 TP. by New Street Research
- Hyperscalers to nearly double AI capex again in 2026. Implications by New Street Research
- TEL 3FQ26 QT: Weak 2FH26; 15-20% WFE growth in CY 2026, depending on cleanroom availability. by New Street Research
- TEL 3FQ26: Weak 2FH26; 15-20% WFE growth in CY 2026, depending on cleanroom availability. Neutral, ¥41,000 Target Price by New Street Research
- AMD Model Update by New Street Research
- AMAT 1FQ26: solid print & guide driven by DRAM, but valuation limits upside. Neutral, $345 TP by New Street Research
- AI Power Semis: How are market shares trending? by New Street Research
- Bible 4Q25 - Memory: Firing on all cylinders. Risk of demanddestruction looming? by New Street Research
- The Citrini report: a revival of Marxism. by New Street Research
- Bible 4Q25 - Smartphones: Brace for this year by New Street Research
- Bible 4Q25 - Industrials: upcycle in full swing by New Street Research
- Grasping the AI infra buildout (VII): What returns to expect? by New Street Research
- Following the money: TSMC capex points to XPU revenues well above expectations in 2027/28 by New Street Research
- AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP. by New Street Research
- KLA 2026 Investor Day: Strong positive signals… for the downstream of semicap equipment by New Street Research
- Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 17%, positive initial cue on 2027 by New Street Research
- Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028 by New Street Research
- Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuation by New Street Research
- Mobileye 4Q25: 2026 reset, growth re-accelerates from 2027. Buy, $17 by New Street Research
- Where is the cost of HBM going ? A perspective on a single slide by New Street Research
- Apple 1FQ26: strong iPhone 17 cycle materializing; valuation already full. Neutral, $270 TP. by New Street Research
- Anticipating the memory supply-demand balance of 2026, on a single slide by New Street Research
- Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027 by New Street Research
- ARM: Cloud and AI will contribute more to growth than smartphones going forward by New Street Research
- Hyperscaler replatforming: Microsoft doing ok, Google the best, Meta the worst by New Street Research
- SpaceX: Can the 10-ton 1MW space datacenter fly? A first-principle view by New Street Research
- Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech weekly wrap-up by New Street Research
- The market has it backwards: Meta is the only hyperscaler overspending on AI by New Street Research
- Grab 4Q25: 20% p.a. growth trading at 12x FCF. Buy by New Street Research
- How does AMD catch the hyperscale AI opportunity? Gen AI Big Idea Series – Forrest Norrod & Doug Huang by New Street Research
- Nvidia 4FQ26: beat & raise driving further revisions; valuation attractive. Buy, $275 TP. by New Street Research
- Besi 4Q25: Orders accelerate on mainstream recovery and broader hybrid bonding adoption. Buy by New Street Research
- Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxis additive, not cannibalistic by New Street Research
- Bible 4Q25 - Semicap: growth outlook strengthens, but less than the downstream by New Street Research
- Besi: Another setback in Hybrid bonding adoption? by New Street Research
- Grasping the AI Infra buildout (VIII): “Tail effect” materially boost long-term returns by New Street Research
- Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile to remain sluggish; fixed growing by New Street Research
- Hybrid bonding heats up, with takeover interest emerging for Besi and ASML to enter by New Street Research
- Arm everywhere: What to expect from the event by New Street Research
- Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030? by New Street Research
- Grab acquiring Delivery Hero’s Taiwan business. Our take by New Street Research