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Thursday, September 10, 2026

Explore Atlas by Creative Strategies

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Atlas Research NoteSep 10, 2026Ben Bajarin
Apple’s iPhone Duo expands the revenue opportunity per upgrade
Creative Strategies | Event coverage | September 9, 2026 Our Read Apple’s September launch gives the company a new way to increase what its most engaged customers spend when they replace their phones. Duo introduces a larger-screen experience within iPhone, while the Pro lineup moves to higher starting prices. We see a credible path to higher iPhone revenue through premium migration even with our shipment expectations unchanged.
Ben BajarinPreview
Atlas Research NoteSep 10, 2026Ben Bajarin
AI Infrastructure Broadens Beyond Accelerators
Atlas Research Note | Event coverage | September 9, 2026 | Citi and Goldman conference takeaways Our Read Today’s management discussions point to a broader phase of the AI infrastructure cycle. Accelerator demand remains strong, but growth is increasingly determined by whether companies can turn silicon into working systems. Power-ready buildings, networking, storage, deployment speed, design automation, packaging, and yield now determine how quickly booked demand becomes productive compute.
Ben BajarinPreview
Atlas Research NoteSep 9, 2026Ben Bajarin
AI Infrastructure Moves From Demand to Conversion
Our Read The September 8 management sessions at Citi and Goldman filled in the operating path between AI demand and revenue across seven parts of the technology stack. Demand remains strong. The better unit of analysis now is conversion: a fab has to move through construction and tool qualification, an AI cluster needs power and acceptance, and an enterprise workload must reach repeat use.
Ben BajarinPreview
The Diligence StackSep 8, 2026Ben Bajarin
Custom Silicon 3.0: Growth and Competition Across Compute and Networking
Why the market is shifting from ASIC design wins to program responsibility across compute and networking
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Atlas Research NoteSep 8, 2026Ben Bajarin
High-NA EUV Gains a Broader Production Roadmap
TSMC's commitment to begin High-NA EUV production in 2030 gives suppliers a firmer basis for planning around the technology. Alongside Samsung's 2028 DRAM target and Intel's current use on selected production layers, it strengthens our view that High-NA will find applications across advanced logic and memory. ASML has the clearest direct exposure to that expansion, although the amount of equipment customers buy will depend on how many layers move to High-NA and how much work each tool can perform.
Ben BajarinPreview
Atlas Research NoteSep 3, 2026Ben Bajarin
GlobalFoundries Technology Summit: Power and Interconnect Become a Foundry Problem
Atlas Research Note | Event coverage | September 3, 2026 | Evidence window: September 2, 2026 Our Read GlobalFoundries' North America Technology Summit left our team with a clear read: data has to move across wider multi-rack domains while power conversion is pulled closer to the XPU. Higher voltage can carry energy deeper into the system with less current and lower distribution loss. The final conversion must deliver high current into a low-voltage core within a small area.
Ben BajarinPreview

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Notes

Apple’s iPhone Duo expands the revenue opportunity per upgrade

AI Infrastructure Broadens Beyond Accelerators

AI Infrastructure Moves From Demand to Conversion

Custom Silicon 3.0: Growth and Competition Across Compute and Networking

High-NA EUV Gains a Broader Production Roadmap

GlobalFoundries Technology Summit: Power and Interconnect Become a Foundry Problem

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