Astera Labs · Companies · The Inference

Chips

Lam Research warned China sales will fall; Qnity, down 9.5% with China a third of revenue, reports Nov. 4

Lam Research said Chinese sales will fall meaningfully and the chip sector sold off on October 22. Qnity, down 9.48% to $108.78, sells what Chinese fabs consume per wafer, so the warning reaches its revenue later but with no cushion, and the November 4 print settles the question.

October 23, 2026 · 3 min read

Chips

Alchip, 34% off its high, reports October 30 with its $9.3 billion AWS forecast living only in trader posts

The Taipei chip house printed second-quarter revenue down 19 percent with its 3-nanometer ramp just begun. The bull case, US$9.3 billion by 2028 from designing and building Amazon's AWS chips end to end, exists in public only as a trader post.

October 15, 2026 · 4 min read

Deals

Amazon Pays Its Suppliers, and Collects in Their Shares

Generac just gave Amazon a warrant on 1.69 million shares that vests as Amazon spends up to $8 billion on backup generators, thirteen days after Qualcomm struck the same structure. The bill lands on suppliers' shareholders.

September 18, 2026 · 5 min read

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Also mentioned in

Lam Research warned China sales will fall; Qnity, down 9.5% with China a third of revenue, reports Nov. 4

Alchip, 34% off its high, reports October 30 with its $9.3 billion AWS forecast living only in trader posts

Amazon Pays Its Suppliers, and Collects in Their Shares