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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Primer: Nikon Corp (7731 JP) - Aug 2026
Nikon is navigating a challenging transition, with its legacy Imaging business facing secular decline while its Precision Equipment segment...
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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...
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TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color
If you dig into the details, TSMC provided substantial insight into the company's internal estimates for long-term revenue. For ASML, we discuss...
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ASML's EUV machines are booked a year or two ahead, like a grid connection
Every factory making the most advanced AI chips needs EUV machines, and ASML, a Dutch company, is the only maker. It expects to ship about 65 of...
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