Sector Foundry examines the physical and economic stack behind AI systems, including compute, memory, networking, optical interconnects, data centers, power and cooling. The research focuses on where capacity, qualification, system architecture and capital intensity create bottlenecks or shift value across the infrastructure stack.
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AI Token Economy: Infrastructure, Models and Orchestration
A cheaper token can still produce a more expensive task. When an AI agent searches, reasons, calls tools and checks its work,…
Samsung Electro-Mechanics Orders and Investment: How AI Could Expand Its MLCC Share
Samsung Electro-Mechanics is locking in AI demand before adding capacity. MLCC LTAs and customer-backed FCBGA investment show how contracted demand can become…
Higher Interest Rates Explained: How a 5% Treasury World Changes Industry Economics
The Fed is tightening again and the U.S. 10-year Treasury yield has moved above 5%. The bigger question is no longer when…
MLCCs in AI Servers Explained: Why AI Is Driving Structural Demand
AI is turning MLCCs from an overlooked passive component into a critical part of power delivery. Higher power density, more voltage-conversion stages…
NAVER AI Data Center Strategy 2026: Can Its $10 Billion AI Factory Drive Growth?
NAVER has secured powerful technology and financing partners for a 200MW AI factory. Its harder task is converting capacity into contracted demand…
AI Capex Comparison 2026: How Eight AI Infrastructure Leaders Are Spending
AI infrastructure spending is rising across the industry, but the money is not flowing toward the same business model. The differences in…
China AI Models and the Emerging U.S.–China AI Split
Chinese AI has moved beyond the DeepSeek cost shock. Kimi K3, Qwen3.8, DeepSeek V4 and Tencent’s Hy4 show a broader ecosystem narrowing…
AI Data Centers Are Turning Construction Capacity Into a Constraint
AI data centers are changing construction economics as high-density power, liquid cooling, long-lead equipment and skilled trades become new bottlenecks.
Samsung Electronics: How Durable Is the Earnings Surge?
Samsung Electronics has moved from an earnings recovery into a period of record profitability, driven overwhelmingly by memory. The more important question…
AI Is Early, but Not Macro-Independent: How Rates and Growth Reach the AI Stack
AI remains early in enterprise diffusion even as technical capability and infrastructure investment accelerate. That does not make the sector macro-independent: interest…
Optical Interconnect Value Chain and Binding Bottlenecks
AI optical demand extends far beyond fiber and transceivers. The most consequential constraints are concentrated in specialized lasers, photonic fabrication, precision packaging,…
Why AI’s Next Bottleneck Is Moving Into Optical Interconnects
AI clusters are no longer constrained only by processors and memory. As data movement rises, the bottleneck is shifting to lasers, photonic…
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