Chips & Semiconductors · Trend watch (backfill; events dated 2026-01)
From the Jul 22, 2026 daily brief
Two January episodes of Gooaye, the Taiwanese retail-investing podcast hosted by Hsieh Meng-kung, offer market-level readings: storage maker SanDisk has quoted enterprise SSD prices up roughly 50% and consumer SSDs up more than 100% (Gooaye EP626, 2026-01) — consumer rising harder, which he reads as datacenter demand crowding consumer parts out of capacity. He also twice rebutted Korean-media rumors of "Google TPU and AWS order cuts" as basically all wrong, on the logic that cutting orders when capacity is this tight means handing your share to someone else (Gooaye EP624, 2026-01). Six months on, the memory-tightness storyline has tracked this direction. Honest flag: this is a retail-investor podcast speaking from the gut, with no pricing-agency data behind it — use it as a market-sentiment reading, not a pricing basis. Today's biggest chip story is lead #2 (Meta's custom hardware).
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