Nobody makes an Nvidia B200 alone, and the weak links are measured in years
Nvidia's B200, one of the chips behind today's AI boom, is designed in California but built by dozens of companies in at least five countries.
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Japan Trade: CHINA SAYS, "YOU MADE YOUR FUTON, NOW LIE IN IT!"
China has responded to Japan's military rhetoric and actions by announcing a ban on all exports deemed dual-use for Japan's military, including...
336 Views
Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus
Japanese SPEs continue to benefit from Korean tailwinds while photonics and glass substrate names should be increasingly back on the menu as...
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Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment
Japanese SPEs with memory exposure set for a quarter-end rally. Furukawa and SEI in focus after Corning's breakout. Telcos face headwinds from new...
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Japan Morning Connection: Room to Run with SPEs Still Below Recent Highs
Japanese SPEs have room to run as AI rally yet to be fully priced in, with relative s/t laggards including Lasertec, TEL and Resonac.
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