Serenity Research (@SerenityRSH) / X

Cooking up something soon

Micron broke ground on a $9.3B HBM facility in Hiroshima expecting shipments H2 2028. Localized procurement provides a disproportionate, tailwind to Japanese HBM equipment and material vendors (Disco, Advantest, Resonac, Towa) compared to other global players.

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Serenity Research

@SerenityRSH

Jul 3

Infineon's 5B Euro 300mm Smart Power Fab coming online months early. Positions Infineon to capture the acute shortage in high-density power semiconductors (MOSFETs/IGBTs). As well as easing a critical rack-level bottleneck and benefiting downstream PSU makers.

Giantec's aggressive 25% price hike across all NOR flash orders. Indicates structural tightness and returning pricing power in specialty memory, providing a direct margin expansion read-through for Taiwanese NOR peers such as Macronix.

Serenity Research

@SerenityRSH

Jun 30

New Trendforce projections of a ~100% cumulative price hike in DDR2 over Q2-Q3 2026 highlights the extreme crowding-out effect of HBM/DDR5 on mature memory nodes, presenting a massive margin windfall for niche DRAM suppliers: Such as Winbond Electronics / ESMT / Nanya.