SK Hynix
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Trends
AI Stocks Have Lost Over $1 Trillion.The AI Bubble Warning Bell Is Ringing Louder. What Are the IMF, Ray Dalio and Wall Street Experts Seeing, and How Badly Could India Be Hit?
The AI trade is beginning to look considerably less invincible. More than $1 trillion in market capitalisation was wiped from…
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Trends
The $720 Billion Bet Behind South Korea’s Race To Power The AI Boom
South Korea is running out of room. For SK Hynix, the world’s leading maker of high-bandwidth memory, that is becoming…
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Trends
TSMC’s $100 Billion Power Move Is About Way More Than Just Chips. AI’s Secret Weapon Is Not Software, It’s Packaging; Advanced Chips, The New Global Arsenal!
In what is now the biggest foreign investment the U.S. has ever seen, Taiwan Semiconductor Manufacturing Company, TSMC, is dropping…
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Trends
Nvidia’s limited China connections
Nvidia / TSMC questions Following up on my analyses this week on Nvidia (Part 1, Part 2) , a reader…
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