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@LIWEI_TWCapital · 2026-10-12 19:22

Appreciate Liwei’s Posts While You Still Can. $FORM $INTC $AEHR $ASX $ARM On September 17, Liwei published “Testing, Testing, Testing: The Next AI Trade NVIDIA Is Quietly Locking In,” explaining why testing capacity and equipment deserve more attention as AI chips become more complex. https://liweitwcapital.substack.com/p/testing-testing-testing-the-next On September 28, Liwei published “Could Agentic AI Trigger the Next CPU Supercycle?” https://liweitwcapital.substack.com/p/could-agentic-ai-trigger-the-next Today, October 12, Taiwan’s headlines are putting numbers on pricing pressure in both markets. 25 days after Liwei’s testing article: packaging and testing service prices are reportedly rising 10–30%, as longer AI chip testing times and growing demand squeeze capacity. https://money.udn.com/money/story/5612/9808264 14 days after Liwei’s CPU article: Commercial Times reports price increases of 15–20% for Intel’s high-end Panther Lake processors and around 10% for Qualcomm’s multichip platforms, with AMD reportedly preparing to follow. https://www.ctee.com.tw/news/20261012700069-439901 Still not seeing it? 😉🫡

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