Bernstein
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Post · posted
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Bernstein on $LITE: Recent drawdowns are due to softer AI lab revenues, $CRWV financing, and macro overhangs. Not weaker infra demand. Bernstein say that the real debate is whether 2028 CPO bandwidth math holds, with bandwidth scale-up… |
Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone. $AMD |
Nvidia would incur an additional 60kW of power and $2M of cost per rack by replacing short copper cables with optical links, according to Bernstein's expert assessment with former NVIDIA leader Brad Smith. $NVDA https://t.co/qnHhkPok0p |
Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital have all taken turns falling since October… |
"Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billion, respectively." $GOOGL $AVGO $MRVL… |
Bernstein: AI accelerator chiplet volume to more than double from 2025-2028E. $NVDA $AVGO $AMD $INTC |
Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL |
Bernstein expects conventional DRAM ASP to peak in Q3'27 before coming down steadily. $DRAM $EWY $MU https://t.co/dj6CRftByg |
Bernstein: DRAM and NAND with the largest change in semiconductor ASPs, +282.3% YoY and +396.5% YoY, respectively. Logic is 3rd at 26.3%. $MU $DRAM $EWY $INTC $AMD $NVDA |
Bernstein: We project CXMT's wafer capacity share may surpass Micron in 2028, reaching nearly 20% globally. $MU $DRAM $DISK $EWY |
Memory just delivered $306 billion of pure price increase in seven months (Save this). Bernstein's decomposition is the cleanest sign yet that this cycle behaves differently from every prior memory upturn. Of the roughly $453 billion in… |
Memory = semiconductor industry. According to Bernstein, memory drove ~$355 billion in incremental semis sales YTD through July. Of the 111% YTD semis revenue growth, 75% of it was driven by memory pricing alone. Power of pricing power 🚀… |
Note to FT folks, I can probably provide you better commentary than Bernstein ppl you interview. A recent update on SMEE website now showcase SSC800, the KrF scanner in the 800 series. Indicating SMEE confidence in its reliability. YMTC… |
Mike Rogoway / oregonlive.com via Daily Chronicle (Monday Aug 31, 2026, 8:42 am): Agility Robotics co-founder Jonathan Hurst says viral robot videos are disconnected from paid work; Digit (5'9") lifts/stacks boxes in warehouses and… |
Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%)… |