Memory Monitor: Computex Showed Micron Leapfrog SK Hynix and Samsung; 'Boring' DRAM Could Now Hot Up
Micron's HBM DRAM shined alongside Nvidia at Computex. But now the HBM DRAM craze could drive a surge in traditional DRAM prices. Nanya Tech would...
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Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils AI Catch-Up Plan
TSMC's 3nm capacity filled until 2026, strategic price hikes coming soon. Taiwan tech rallies alongside Nvidia, Apple, and ARM. Samsung unveils...
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Shift Up IPO - Refiling and Other Updates, Not Ranked at the Top Anymore
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. In this note, we talk about the refiling and other updates.
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Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One
Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing.
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Elon Set to Lose $56B Incentive? If So, Will Tesla's AI Shift to XAI?
Shareholders voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions with potential impact on...
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