The Board
free · liveWhere the system sees each AI-chip theme heading, updated Sep 4, 2026.
| theme | view | confidence | last changed | open questions |
|---|---|---|---|---|
| Leading-edge wafer capacity▸ | +2 | ●○○ low | 2026-03-12 | · |
| Mature-node capacity▸ | -1 | ●○○ low | 2025-03-11 | · |
| Datacenter power & shells▸ | 0 | ●●○ med | 2026-06-18 | 2 |
| Networking & optics▸ | +1 | ●○○ low | 2025-01-23 | · |
| Advanced packaging (CoWoS/SoIC)▸ | +1 | ●○○ low | 2025-03-19 | · |
| HBM supply▸ | +1 | ●●○ med | 2025-08-12 | · |
| Litho & WFE▸ | +1 | ●●○ med | 2025-10-26 | · |
| Substrates▸ | +1 | ●○○ low | 2026-03-24 | · |
| Commodity memory▸ | +2 | ●●○ med | 2026-02-06 | · |
| AI training capex▸ | +2 | ●●○ med | 2026-07-08 | · |
| AI inference economics▸ | +1 | ●●○ med | 2025-03-19 | · |
| China AI demand▸ | -1 | ●●○ med | 2025-01-31 | · |
| Custom ASIC vs merchant▸ | +2 | ●●● high | 2026-08-07 | · |
| Sovereign AI▸ | +1 | ●○○ low | 2025-05-16 | · |
| Smartphone▸ | -1 | ●○○ low | 2026-02-06 | · |
| PC / client▸ | -1 | ●○○ low | 2026-02-06 | · |
| Auto & industrial▸ | -1 | ●●● high | 2025-10-20 | · |
| Model efficiency (Jevons)▸ | +1 | ●○○ low | 2025-07-03 | · |
| Export controls▸ | +1 | ●○○ low | 2025-01-15 | · |
| China indigenization▸ | -1 | ●●○ med | 2025-09-08 | · |
| Tariffs & trade▸ | +1 | ●○○ low | 2025-04-10 | · |
| Subsidies▸ | +1 | ●○○ low | 2025-07-11 | · |
| Taiwan risk▸ | +1 | ●○○ low | 2025-12-01 | · |
| Accelerator share▸ | +1 | ●●● high | 2025-05-23 | · |
| Foundry share▸ | +1 | ●○○ low | 2025-02-05 | · |
| Memory discipline▸ | +1 | ●●○ med | 2026-06-23 | · |
| EDA & IP▸ | +1 | ●●○ med | 2026-05-21 | · |
| Pricing & margins▸ | 0 | ●●○ med | 2026-04-02 | · |
| Capex discipline▸ | -1 | ●○○ low | 2025-04-28 | · |
The Board shows what is changing. Pro Positioning publishes the standardized stock-level model implications: direction relative to SOX, normalized dollar illustrations, and the contributing drivers. The output is identical for every subscriber and is not tailored to an account.
Scores run from -2 to +2. A positive score means more of what the expanded row describes; it is not automatically bullish for every stock. “Open questions” counts unresolved evidence conflicts. These are impersonal, hypothetical research outputs, not individualized advice, allocations, trades, or recommendations — see the disclaimers.