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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Rare Earth Elements: U.S. SMUGGLING ILLICITS CHINA CRACKDOWN !!
As with US efforts to thwart Chinese smuggling of chips to meet its AI demand, China cannot fully stop US smuggling of REEs and high-powered...
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Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%
Markets largely shake off shutdown concerns with memory exploding higher, watch 285A Kioxia. Toray may get a leg higher when China confirms...
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Japan: Underweight No More?
Global Ex-USA funds have almost eliminated their decade-long Japan underweight, as rising allocations and strong inflows drive rotation towards...
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Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint
Kioxia, Minebea Misumi, and Hoya may have a rough open due to missed expectations from Sandisk and WD, while US polysilicon tariffs shouldn't be a...
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