Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
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Intel, Micron Expanding In Different Directions
While Intel got a red light on Chengdu, Micron got a green light on Xi'An. Intel announces surprise Poland AT investment on the same day as...
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Taiwan Tech Weekly: Nvidia Highlights Intel & Mediatek; AI Server DRAM Demand; Delta Price Surges
More Nvidia Takeaways from two conferences the company spoke at -- The company highlighted support for Intel's new Foundry business, Mediatek, and...
358 Views
Ohayo Japan | US Equities-Risks Elevated? ; NUGGET: SBI HD(8473)-Carbon Trading, Jumping in Early
US Equities looks more RISK than reward to us; NKY Futs flat vs Cash; USDJPY 141.8 post-BOJ on Friday; NKY wins for 10th week; Kishida survives...
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Graphcore. A Cautionary Tale For Would-Be NVIDIA Challengers
Once valued at ~$2.8 billion, the former UK Unicorn is but a shadow of its original self. Their IPU design was far too ambitious from the outset...
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