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At the nanometer scale, small variations can become process decisions. Park Systems develops metrology for semiconductors, advanced packaging, displays and advanced materials. 👉Follow us for industrial applications, methods and platform updates.

🚨 BREAKING: NVIDIA CEO Jensen Huang has officially joined 𝕏! 🎉 One of the world’s most influential technology leaders is now on the platform, bringing another major voice to the conversation around AI, computing, and innovation. If you’re interested in artificial intelligence, semiconductors, and the future of technology, he’s definitely someone to follow. 📲 Follow: @jensenhuang #JensenHuang# #NVIDIA# #AI# #Technology# #Innovation# #X# #ArtificialIntelligence#

Two weeks before the United States govt confirmed it, the Apple-Intel deal was already called on Ep. 309 of The Six Five Pod. Not a packaging deal. A foundry test drive to 14A. @PatrickMoorhead on the Apple-Intel 18A-P structure, “There's an LOI sign between Apple and Intel... 18A-P is a good glide path...18A-P for Apple is the test drive to get to 14A. Once a real deal is done and commitments have been made, Intel will have to publicly disclose that because it would likely be a relevant stock event." Sell-side named Apple as the validation Intel needed. Pat’s victory lap record on semiconductors is 30/33.

One of the most special moments during the inauguration of the CG Semi Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand was the opportunity to interact with the youth who are working there. A large number of the workforce includes women. They hail from remote parts of India, many of them are from tribal backgrounds. But their remarkable spirit ensured that they learnt about semiconductors. They went for training and here they are, adding strength to India's semiconductor journey. Proud of our Yuva Shakti!

发现了一个真正开箱即用的通用 AI Agent 随便点进去就能看到一大堆现成的专家：股票、金融、电商、生产力、内容运营……各种领域都有一键添加的 Agent，直接聊天就能用，完全不用自己配置 prompt、搭环境 还可以用最强的 Claude 4.8 模型（平台每天送 200 免费积分），也可以自己接入其他模型的 API 用，实测体验挺丝滑的 我拿最近市场最热门的存储芯片公司 —— Micron Technology（ $MU）做了一次实测,这次没有自己写 Prompt，也没有搭工作流 直接打开 @EasyClawBot，添加现成的 Stock Master Agent，然后我先安装了Serenity-skill，然后一句话： 用 Serenity 的框架研究股票，给出直接的投资建议 整个过程大概几分钟,Agent 自动完成： ✅ 市场分析 ✅ 产业链卡点变化分析 ✅ 基本面与技术面分析 ✅ 估值与风险评估 ✅ 最终投资建议输出 最后给出的核心结论让我有点意外：当前阶段不建议追高 $MU Agent 认为： 📈 基本面依然非常强 📈 AI 带动 HBM 需求持续增长 📈 存储行业景气度仍处于高位 但问题在于： 股价上涨速度已经明显快于基本面改善速度 对于不同投资者，它给出了完全不同的策略： ▶ 已持有： 考虑分批兑现利润，利用移动止盈锁定收益，而不是继续加仓 ▶ 空仓： 继续跟踪，不追高，等待周期回调带来的更优介入机会 ▶ 低风险投资者： 直接回避周期顶部区域的高波动 有意思的是，它还列出了接下来真正值得盯的三个关键指标： ① DRAM / HBM 价格是否开始走弱 ② HBM4 是否进入下一代 AI 芯片量产订单 ③ 存储巨头未来两年的资本开支节奏 这些其实正是决定存储周期下一阶段走势的核心变量 Agent给我的感觉更像是在复刻一个成熟投资人的研究流程： 热点事件 → 数据搜集 → 行业分析 → 风险判断 → 投资决策 我演示的整个投研过程几乎没有学习成本 不用研究 Prompt 不用配置环境 不用自己搭 Agent 直接选专家，直接提问 几分钟就能得到一份结构化投研报告 对于经常研究美股、AI、半导体板块的人来说，这种体验确实有点惊艳 #AIAgent# #StockMarket# #Micron# #MU# #Investing# #Semiconductors# #HBM# #Claude# #EasyClaw# #AIInvesting#

📈 Speaker Spotlight: Viki Huang What if AI's biggest payoff isn't productivity — but longer, healthier, better human lives? Viki Huang is an investor at Prosperity7 Ventures, the $5B global growth fund backed by Saudi Aramco, where she backs AI, semiconductor, and enterprise companies from Series A to pre-IPO. 🔹 Investor at Prosperity7 Ventures ($5B Aramco-backed growth fund) 🔹 Focused on AI, semiconductors & enterprise software (Series A → pre-IPO) 🔹 Prior: business development at AI-chip startup Tetramem · deep-tech investor at Atlantic Bridge 🔹 Duke MQM · Columbia economics & mathematics Her bet: the next era of AI won't just optimize work — it'll extend healthy lifespans and elevate daily living. Hear Viki's investor outlook at AGI Summit SF 2026. 📅 July 18–19, 2026 📍 Palace of Fine Arts, San Francisco 🎟 Tickets: 🏷️ 15% off with code GenAI-26 #agisummit# #aiareall# #venturecapital#

A Japanese Engineer Vanished in Dalian. Beijing Just Showed Its Cards. In late May, a Japanese man working for a major Japanese electronics firm walked into work in Dalian. He didn’t walk out. The Asahi Shimbun reports that Chinese authorities detained him on suspicion of attempting to export rare-earth-processed products outside of China — the very same rare earths Beijing has been weaponizing against Tokyo for months. This is not a customs case. This is a hostage. Recall how we got here. On November 7, 2025, Prime Minister Sanae Takaichi told the Japanese National Diet that a Chinese armed assault on Taiwan involving warships and the use of force could constitute a “survival-threatening situation” — the legal trigger under Japan’s 2015 Legislation for Peace and Security that permits Tokyo to exercise collective self-defense. She said the quiet part out loud. Beijing heard it. What followed was a coercion campaign with no diplomatic ambiguity. Travel warnings against Japan. Standoffs around the Senkaku Islands. Joint Chinese-Russian air activity off the Sea of Japan. On January 6, 2026, the Chinese Ministry of Commerce (MOFCOM) banned dual-use exports to Japan tied to military end-use. In February 2026, Beijing tightened twice in a single month. The Chinese Ministry of Foreign Affairs (MFA) spokesperson stated the purpose explicitly: to prevent Japan’s “rearmament and attempts to acquire nuclear weapons” — language designed to recast a sovereign democracy’s defense posture as historical revanchism. Then came the cargo strangulation. Chinese customs data confirm that shipments of terbium oxide and dysprosium oxide to Japan have stood at zero since November 2025. Yttrium oxide: negligible volumes since December. Heavy rare earth flow to Japan — for motors, magnets, semiconductors, defense systems — is no longer disrupted. It is severed. And now, a man in Dalian sits in a cell. Understand what this detention signals. The Chinese Communist Party (CCP) is not punishing a single engineer for paperwork violations. It is broadcasting to every Japanese employee, every multinational executive, every supply chain manager still operating inside the People’s Republic: your body is leverage. Your liberty is contingent. The line between commerce and hostage-taking has been formally erased. This pattern is not new. Since the 2014 Anti-Espionage Law and its 2023 expansion, at least 17 Japanese nationals have been detained on opaque “espionage” or national-security pretexts — pharmaceutical executives, friendship-society organizers, ordinary businesspeople. The evidence is classified. The trials are closed. The releases, when they come, are political transactions. What is new is the integration. Rare earth weaponization, dual-use export bans, military intimidation off Japanese coasts, and now the arbitrary detention of a Japanese citizen tied directly to the rare earth dispute — these are not separate Chinese policies. They are a single coordinated coercion package, calibrated to extract a retraction from Tokyo that Takaichi has refused to provide. At the Group of Seven (G7) summit in France in mid-June, Takaichi raised the Chinese export regime directly, voiced deep concern about the supply-chain impact on G7 economies, and proposed allied stockpile cooperation and joint reserves. Translation: Tokyo will not be coerced. Tokyo will harden. That is the correct answer. It is also why the cell door closed in Dalian. Condemn this clearly. The detention of a private citizen as an instrument of state-to-state pressure is not lawful enforcement. It is hostage diplomacy — the tactic of an authoritarian regime, not a modern state. The CCP has weaponized its own legal system against a foreign national to settle a political grievance over a democratic prime minister’s parliamentary remarks. Every government, every multinational, every chamber of commerce that pretends this is anything else is providing cover for the cage. Japan has done the harder work of decoupling. The United States, the European Union, Australia, and the United Kingdom should now accelerate it together — strategic stockpiles, non-red supply chains, processing capacity outside Chinese jurisdiction, and a unified declaration that arbitrary detention of any allied national triggers a coordinated response, not bilateral negotiation in the dark. Beijing did not lose a rare earth dispute. Beijing took a hostage to win one. ACI — Aric Chen | Insights

China is not only pricing technology. It is pricing political freshness. I recently came across the terms “old tech” and “new tech” in Chinese investment circles. I found that interesting and looked into it. “Old tech” refers to the internet giants of the last cycle: Alibaba, Tencent, Meituan, JD, Baidu, NetEase, Xiaomi and their peers. These companies make up bulk of investable indexes. They have users, cash flow, engineers, cloud infrastructure, payment systems, data and distribution. In most markets, that would make them strategic assets. But in China, they also carry political baggage. They are associated with platform monopolies, regulatory crackdowns, gaming restrictions, weak consumption, brutal e-commerce competition, and Xi’s campaign against private platform power. They dominate market capitalization, but no longer dominate the national imagination. “New tech” refers to sectors now favoured by Beijing: AI, large language models, semiconductors, robotics, advanced manufacturing, domestic chips, embodied intelligence and other technologies tied to “new productive forces.” Many of these companies are smaller, less proven, and barely commercial. Yet they command extraordinary valuations because investors are pricing scarcity, policy support, import substitution and national-security relevance. The valuation gap shows the point. Tencent and Alibaba remain huge — roughly HK$4 trillion(USD 600B) and HK$2 trillion in market value — but trade like mature businesses, generally around 10–20x earnings and low-single-digit sales multiples. By contrast, Cambricon, a chip designer, has traded around RMB1 trillion, at more than 100x sales and over 300x earnings. MiniMax, an AI company, was valued at roughly 80x sales at IPO and now trades at more than 600x sales. Zhipu, another AI company, reportedly moved from roughly 66x sales at IPO to over 1,000x sales. For reference, OpenAI is valued at roughly 36x run-rate sales. Anthropic is valued at roughly 20x run-rate sales. This is not a normal growth premium. It is scarcity, policy blessing, import substitution and national-champion imagination being capitalized into market value. That is the real dichotomy in China today: not old versus new, but commercially proven versus politically favoured. China is not the capital market most outsiders think they are investing in. It operates by a different set of rules. Many international investors understand the numbers, but only half-understand the game.

Just some random thoughts, I do think AI is the most disruptive technology in human history. To the level of agricultural or industrial revolution. Since Anthropic, OpenAi, XAI, and others are racing to build superintelligence. The amount of economic impact can't be measured if AI helps find cures for cancer or accelerates discovery for Quantum Computing. Or if AI end up displacing the workforce, which increases profitability for companies. The US Gov has every incentive to keep the buildout going too, as the implications from Warfare, Cybersecurity, is also immeasurable if China takes the lead. So there's likely to be incentives and subsidies to win, even if there's not enough profit derived LLM training/inference. As for sustainability, when you look upstream, $GOOGL is able to fund it majorly with their own cashflow, same with $AMZN, $MSFT. More lukewarm on $META. Very iffy about $ORCL. But I do see some bubbles forming around debt interest like $CRWV. Maybe circular valuations that's happening with OpenAI backlog agreements or $NVDA / $AMD agreements with Neoclouds to buy their GPUs. But as seen with $MSFT and having OpenAI be a major part of the backlog, it did correct off the information, so "bubbles" like that do pop despite the overall markets increasing. Definitely don't see a bubble in upstream semiconductors from $LITE to Sk Hynix though since the amount of profit they get from the buildout would likely be insane to make up for capex decreasing. OpenAI was actually my biggest fear from contagion, eg. $CRWV, $CBRS and others, but they just raised a lot. So think it will be fine for another 1 1/2 years of capex, especially if they IPO this year. I also don't think we'll get massive Fed tightening despite "predictions" since this will trigger a contagion since many of these players rely heavily on debt. And although the Fed is independent, don't think Trump would have supported someone who is against his administration goals. As for semiconductor valuations going up every day like $AMD or $MU, there's probably going to be some corrections here and there. Everything going up together is kinda unhealthy. Can't time the capex peak but just from $AVGO and other projections, it just keeps accelerating exponentially into 2028. Especially as everyone is starting to sign multi year agreements as well. OpenAI contagion / hyperscaler capex decreasing / fed tightening was what I'm looking out for, and no blaring signs of any of those yet. So I think the music will keep playing for this year at the bare minimum.

🚨 DIAMOND IS ABOUT TO REPLACE SILICON IN NEXT-GEN CHIPS. Scientists are now producing large single-crystal CVD diamond wafers that could revolutionize electronics. Diamond conducts heat 5× better than copper and over 10× better than silicon while also handling extreme voltages, high frequencies, and radiation. Why this matters: • Thermal Superpower: Diamond acts as its own heat sink, solving one of the biggest problems in high-power chips • Ultra Wide Bandgap: Handles massive voltage and extreme temperatures without breaking down • High Frequencies: Electrons move incredibly fast, perfect for 6G, radar, and advanced telecom • Radiation Hardness: Ideal for satellites, space tech, and nuclear applications The deeper implication is massive: We’re at the early stages of a materials revolution. As silicon hits its physical limits with heat and power, diamond one of the most extraordinary materials in nature could power the next era of AI chips, electric vehicles, and aerospace systems. What do you think will diamond semiconductors become mainstream in the 2030s? Follow for more frontier materials science and future technology.