Hyperscalers 2Q25: Revenue Growth Accelerates, Cloud Revenues Accelerate, Capex Higher
​Google, Meta and Microsoft will increase in 2026. Don’t look for complications, some firms have 70-100% market share: Nvidia, TSMC, SK Hynix and...
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Memory Monitor: SK Hynix Vs. Micron -- Different Speeds & Focus, Same Structural Shift
​The memory market is shifting towards specialized AI infrastructure, with SK Hynix leading in HBM4 execution. #AI #memory #technology
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[Wafer Watch] Top Chipmakers Drive the Index, Broader Market Stalls
AMD, Nvidia, and Broadcom lead the gains, but falling flows, cautious options bets, and structural shifts in chipmaking leave the rally on...
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Taiwan Tech Weekly: Intel Tapes Out New Chips at TSMC - What It Means; PC Demand Growth in Focus
​Intel relies on TSMC for new PC chips, Nanya sees rebound in non-AI DRAM demand, PC unit growth expected to continue in 2025.
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Kokusai Electric Placement - Well Flagged but past Deal Didn’t Do Well
KKR is looking to raise approximately US$620m through an accelerated secondary offering for around 13% of Kokusai Electric (6525 JP)'s (KE) stock.
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