RT Zephyr (@zephyr_z9)The 5 themes for AI in 2026-2028:-Power is the biggest bottleneck rn-Lots of changes are happening in cooling due to GPU TDP going up and Megawatt class racks-Shortages in PCB manufacturing for GPUs/ASICs-Optics is exploding as we go from 100MW to 1GW+ DCs-Storage/Memory demand exploding due to AI inference and video/image generation ...

[Music] Not all those who wonder are lost. Does that ring a bell to any of you. Anyone who's led Rod of the Rings.All right, we have quite a few of you. This speaks about the journey of Lost Aragon. But he wasn't merely talking about us. He wasn't apologies. He wasn't just talking about travelers or Aragon himself.He was talking about us. Those moments of life when it doesn't follow a straight line. When we stop, we question.We start again and wonder if we are falling behind. In the Lord of the Rings, Arago ...

Today we're launching deep agent CLI. Deep agent CLI is an open- source coding tool built on top of the deep agents package. It allows you to write, edit, and understand code.One key differentiator is that it has memory baked in. What this means is that it will learn alongside you and you can save these memory profiles as different agents that you can then access at different points in time and port across projects or across uh terminal windows or anything like that. So, let me show you how it works.First, ...

Financial Data and Key Metrics Changes - Third quarter revenue was $807 million, flat year-over-year and up 2% sequentially, in line with guidance [13] - Gross margin on a GAAP basis was 43.5% and 43.6% on a non-GAAP basis, below guidance due to underutilization of manufacturing assets [13][14] - Free cash flow reached $191 million, the highest in six years, driven by a focus on working capital and a reduction in inventory levels [16] Business Line Data and Key Metrics Changes - Material Solutions segment sales were $349 million, up 1% year-on-year and down 2% sequentially, driven by CMP consumables and cleaning chemistries [15] - Advanced Purity Solutions sales were $461 million, essentially flat year-on-year and up 5% sequentially, with record sales in liquid filtration [15][16] - Adjusted operating margin for Material Solutions was 18.9%, down year-over-year and sequentially, while Advanced Purity Solutions had a margin of 25.9% [15][16] Market Data and Key Metrics Changes - Advanced logic continues to show strong growth driven by AI applications, while mainstream logic demand remains mixed and below prior peak levels [9][10] - Memory pricing trends have improved, particularly for HBM, with renewed optimism in 3D NAND driven by AI demand [10][11] - Overall, year-on-year unit-driven revenue grew, led by CMP slurries, pads, cleans, and liquid filtration, while CapEx-driven revenue declined high single digits year-on-year [11] Company Strategy and Development Direction - The company aims to enhance customer intimacy and support technology roadmaps through organic innovation and accelerated product development [6][7] - There is a focus on ramping new facilities in Taiwan and Colorado to meet future demand and offset margin pressures [7][8] - The company plans to improve free cash flow and reduce leverage, with a goal to lower gross leverage to below 4x [17][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in capturing market share during the next upcycle despite current underutilization of assets [9] - The semiconductor market is expected to remain challenging, with a wait-and-see approach being adopted for future orders [11][36] - Management noted that while advanced logic is strong, mainstream logic recovery is slow, and they are preparing for various scenarios [36][41] Other Important Information - The company plans to host an Investor Day on May 11, 2026, to share more details about its strategy and outlook [19] - The company is committed to local-for-local manufacturing, expecting over 90% of products for China to be locally produced by 2026 [48][50] Q&A Session Summary Question: Strategic or commercial differences to implement - Management plans to expand customer engagement models to include more ecosystem partners and mainstream logic customers [22] Question: Impact of BIS bands on revenue - Management confirmed that the BIS bands did not impact revenue in the current quarter and are not expected to affect 2026 [28] Question: Utilization across sites - Management acknowledged underutilization but emphasized a focus on cash flow and free cash flow, balancing inventory and production [30][32] Question: Wait-and-see approach for wafer starts - Management indicated that while advanced logic remains strong, mainstream logic recovery is slow, and they are preparing for various scenarios [36][41] Question: Demand shift in Material Solutions - Management clarified that the demand shift was more related to Q2 and Q3, with challenges in predicting shifts due to the trade environment [46] Question: Product rationalization for China - Management expects minimal impact on revenue from product rationalization, with a focus on local-for-local manufacturing [48] Question: Qualification of KSP South site - Management reported being behind schedule on qualifications but expects to materially increase volume in 2026 [77]

[Music] There was a beautiful country. It was a land of fortune. It held a third of the world's wealth.Let's call this country you. Over time, you outsourced its core strengths, the brain work and the brun work. All of it.It sent them to two neighboring countries. Let's call them I and C. A few decades passed.Due to outsourcing, the muscles softened. The mind dulled. One day you woke up and said, "Let's build our mind and muscles again. We will be great again." Will country you succeed.It's a million-dollar ...

AI Engineering Projects - The industry highlights 9 real-world MCP (presumably Machine Comprehension and Planning) projects for AI engineers [1] - These projects are accessible via a GitHub repository [1] Project Types - The projects cover areas like RAG (Retrieval-Augmented Generation), Memory, MCP client, Voice Agent, and Agentic RAG [1] - The "and much more!" suggests the repository contains additional project types beyond those explicitly listed [1]

Core Viewpoint - A-shares experienced a strong performance with significant gains across major indices, indicating positive market sentiment and potential investment opportunities driven by macroeconomic policies and structural reforms [1] Market Performance - The Shanghai Composite Index rose by 0.71% to close at 3950.31 points, marking a 10-year high - The Shenzhen Component Index increased by 2.02% to 13289.18 points - The ChiNext Index surged by 3.57% to 3171.57 points - The total trading volume in Shanghai, Shenzhen, and Beijing reached 1.99 trillion yuan, showing a substantial increase compared to the previous trading day [1][1][1] Sector Performance - Key sectors that saw significant gains included electronic components, semiconductors, and computer hardware - Notable concept sectors included CPO (optical modules), memory storage, selected components, and high-frequency PCBs, which performed exceptionally well [1][1][1] Policy Impact - The recent Fourth Plenary Session of the 20th Central Committee of the Communist Party of China is expected to provide clarity on the medium to long-term direction for the A-share market - According to Zhongyin Securities, the session's core significance lies in reinforcing structural certainty and aligning macro policies to support the upward movement of A-share market levels - The upcoming "14th Five-Year Plan" is anticipated to reshape the investment themes and valuation systems in the capital market [1][1][1]

RT orkhan (@orkhan_art)VISIONS 👁️ October 30th,⛵️@OpenSeaThe series illustrates how memory is deceptive, how it mutates and distorts.Each work is interactive, every touch triggers images to rewrite themselves, just as our perception is re-written with each memory.More information 👇 https://t.co/rcuLnWmMnt ...

Um, we'll be giving you off to the next person. We'll be talking about uh stress, memory, and why you can't find your keys. Give it up for Adel.[Applause] >> What would you think if I told you that every exam you take might actually be making your memory worse. Just think about that for a second. Not just your mood, not just your anxiety, but your actual ability to remember.Sounds like an excuse I made up in grade nine, right. But it's true. And there is a whole science behind this.Today, I'm going to walk ...

Industry Overview - The global memory market achieved record revenue of $170 billion last year, with DRAM generating approximately $97 billion and NAND contributing around $68 billion [3] - The memory industry is projected to reach $200 billion in revenue this year, with DRAM and NAND expected to account for about $129 billion and $65 billion respectively [4] AI Impact - Artificial intelligence is significantly influencing the memory market, serving as a central growth engine for the sector [5] - Long-term memory capabilities are crucial for AI growth, enabling systems to recognize patterns and make predictions based on historical data [2] Competitive Landscape - The memory industry is experiencing unprecedented revenue highs despite increasing complexity and competition [5] - Chinese companies like ChangXin Memory Technologies and Yangtze Memory Technologies are intensifying global competition amid export controls and localization efforts [5] - YMTC is planning to expand into DRAM chip manufacturing, highlighting China's urgency to enhance its advanced chip production capabilities following U.S. export controls [6]