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topic February 3, 2024

Collyer Bridge

By Dylan Patel — February 3, 2024

Source: https://semianalysis.com/2024/02/03/semianalysis-compliance-policies/

We collected some Intel supply chain ideas from our readers today, hopefully identifying less well-known ones:

  1. AEM Holdings (AWX.SI) - Burn-in test solutions.

  2. Sunright (S71.SI**)** - Burn-in test solutions.

  3. E&R Engineering (8027.TWO**) -** Tools for EMIB ramp up.

  4. Montage (6809.HK**)** - Jintide server CPUs.

  5. AT&S (ATS.VI) - IC substrates.

  6. PDF Solutions (PDFS) - Software / analytics.

  7. Ultraclean (UCTT) - Semicap subsystems. Notably, hearing they have considerable revenue upside based on available capacity.

  8. Onto - Tools for EMIB ramp.

  9. Some names from a UBS list today:

    1. Wiwynn

    2. Quanta

    3. Lotes

    4. Delta

    5. Amkor

    6. Aspeed

    7. UMC

Separately:

DeepSeek v4: Memory not reacting / has accepted Jevon’s Paradox?

FundaAI has a review of DS v4 performance against Claude and GPT-5.4:

FundaAI

Deep|DeepSeek V4 vs Claude vs GPT-5.4: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research

Important note: This report is not a research report. It is an evaluation report completed by the FundaAI Engineering Team, not written by the FundaAI Analyst Team. It does not represent the views of the FundaAI Analyst Team…

Read more

7 days ago · 10 likes · FundaAI

I have been waiting to see the reaction to the KV Cache compression. Not much so far.

From TMTB chat:

DeepSeek V4 apparently introduces two new compression techniques (CSA and HCA) that shrink that KV cache down to just 7–10% of what DeepSeek V3.2 needed. So instead of needing, say, 100GB of memory for the cache, you might only need 7–10GB.

If each AI inference job needs 90%+ less KV cache memory, in theory you need fewer memory chips. This is offset by Jevon’s Paradox - if we get more efficient at using a resource, we use more of that resource.

At the time of writing, Micron seems to have shaken this off and is up 4%, while Sandisk just touched $1,000.

Perhaps the market has accepted Jevon’s Paradox or is in euphoria about Intel’s comeback or is responding to Intel’s comments below:

X avatar for @jukan05

Jukan@jukan05

Intel cited rising substrate, T-glass, and memory costs as headwinds to gross margin in the second half of the year.

6:28 AM · Apr 24, 2026 · 168K Views

15 Replies · 49 Reposts · 541 Likes

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