Daily Alpha · X
· Premarket Alpha · by Buzzberg Research
Jukan relayed a source denying a rumored 30% CCL order cut, Gavin Baker argued for a shareholder vote on Huang, and Serenity called Huang practically irreplaceable.
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Nvidia CEO search
Per @DeItaone, Nvidia is working with an outside firm to find a possible new CEO and weighs naming a temporary CEO before holding a wider search.
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Market Radar →Gavin Baker: a shareholder vote after the investigation would be better
Gavin Baker suggests a shareholder vote after the investigation is complete, saying it is difficult to argue ousting Huang is in shareholders' best interest with the stock down 8% after hours on the WSJ report.
And/or have a shareholder vote after the investigation is complete.
A prominent investor is publicly opposing a removal of Huang before the investigation is finished.
Watch Whether the board waits for the investigation's results.
Source →Jukan: Rubin has been delayed again, and Nvidia has increased Blackwell orders
Jukan says Rubin has been delayed again and was told motherboard warpage caused the latest delay after the HBM issue was resolved in October, so volume shipments slipped to 2027. One source said a rumored 30% CCL order cut was false.
Re: the rumor that NVIDIA cut orders One thing I’ve been able to confirm is that Rubin has been delayed
Jukan was told Nvidia increased Blackwell orders in the meantime.
Watch Rubin volume shipments in 2027.
Source →Samsung Electro-Mechanics sent letters of intent for glass substrate equipment
Per Korean media reports, Samsung Electro-Mechanics selected equipment for a glass substrate pilot line and sent LOIs to suppliers including LPKF, Taesung and Cymechs, with deliveries from the second half of 2027. It aims to begin mass production of glass substrates in 2028.
According to Korean media reports, Samsung Electro-Mechanics selected the equipment for its glass substrate production line last month and sent
Broadcom is seen as the likely customer, and much larger equipment orders are expected if the pilot run goes well.
Watch Equipment deliveries starting in the second half of 2027.
Source →Serenity: Jensen Huang is practically irreplaceable at Nvidia
Serenity compares removing Huang to taking Elon out of Tesla, where valuation and confidence would collapse, citing bets on CUDA, the neocloud ecosystem, securing supply chain capacity years ahead of demand, and investing in MRVL and MediaTek to compete against AVGO.
I disagree, Jensen Huang is practically irreplaceable from $NVDA.
Serenity credits Huang with architecting both the financial and industrial ecosystem around the AI trade.
Source →SK Hynix's HBM4 yield has reached 70%
SK Hynix's HBM4 yield has reached 70%, against 80% at Samsung. A quoted estimate says lifting yield from 60% to 70% increases good units from the same production input by about 16.7%.
SK Hynix HBM4 yield has reached 70%.
SK Hynix has not caught up with Samsung but is making progress.
Watch SK Hynix HBM4 yield against Samsung's 80%.
Source →