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Rubin, ASICs, and the Analog Price Reset (JNK’s 2H 2026 Supply Chain Signals)

JNK Research

Tue 09 Jun 2026 - 10:00 EST / 15:00 GMT / 16:00 CET

Topics

• Ruben is the new AI signal — CSP order books have moved past Blackwell. Orders, wafers, 2007 estimates

• Custom ASICs are taking CoWoS allocation from GPUs — winners & losers.

• CPO vs CPC: supply chain data puts a date on the production timeline.

• IFX raised prices, TXN went twice, STM is next — the analog cycle is broadening.

• AI power demand is draining analog inventory faster than the earnings narrative.