# AI semiconductor stocks — X 热门讨论 (2026-10-10 09:07 UTC)
## @josenajarro (Jose Najarro Stocks) · 10-09 03:34 · ♥31 ↻1 💬2 What The Chip Happened To AI & Semiconductor Investors
1) OpenAI's reported revenue figures drove the market selloff because investors didn't understand a discrepancy in ARR: The Financial Times reports that OpenAI told investors its annualized revenue was approaching $50B at the end of September. Axios's September 29 report put annual recurring revenue near $70B. According to the FT, citing a person familiar with the matter, investors had tried to make OpenAI's figures comparable with Anthropic's: Anthropic includes sales through cloud partners in its calculation, while OpenAI uses a different scope.
2) TSMC's September revenue: TSMC $TSM reported September revenue of NT$511.857B, up 54.6% from a year earlier and down about 0.6% from August. January-September revenue reached NT$3.899T, up 41.1%. Adding July, August and September gives NT$1.494T for Q3, about 17.6% above Q2's NT$1.270T. That quarterly total is a calculation from TSMC's unaudited monthly figures, ahead of full Q3 results scheduled for October 15.
3) GlobalFoundries joins TSMC's U.S. packaging supply chain: GlobalFoundries $GFS announced a $2B manufacturing agreement with TSMC to establish U.S. silicon-interposer supply for its CoWoS advanced-packaging ecosystem. GF will add fabrication capacity in Malta, New York, including embedded deep-trench capacitor components. The agreement has an initial five-year term and a framework for further capacity expansion across product generations. GF intends to establish the first U.S.-based source of these interposers, with volume production expected to begin ramping in the first half of 2028.
4) Astera expands Aries 7 across copper and optical links: Astera Labs $ALAB announced a PCIe 7 signal-conditioning portfolio spanning retimers, redrivers, cable modules, optical drivers and optical transimpedance amplifiers. The company says the portfolio is designed to extend connectivity from centimeters of board trace to 50+ meters over optical cables spanning multiple racks, with monitoring and diagnostics unified through COSMOS. Copper and optical demonstrations are planned for the October 12–15 OCP summit. The components are expected to begin sampling to selected customers in Q4 2026, with broader availability anticipated as platforms complete qualification.
5) Firmus withdraws its planned IPO: Reuters reports that NVIDIA $NVDA - backed Australian AI data-center operator Firmus shelved its planned $5B IPO, citing market volatility and conditions. According to the report, Firmus plans to pursue private-market capital and consider alternative public and private options. Reuters quotes the company saying the offer terms did not reflect its business and long-term growth outlook, and that proceeding was not in shareholders' best interests. The private fundraising remains a plan. https://x.com/josenajarro/status/2108400652514722120