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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Silicon Wafers & The Looming Leading Edge Supply Crisis
Demand is likely to exceed supply for more than three years, because of such supply constraints. In terms of the price level, prices would need to...
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SUMCO (3436 JP): ¥44bn of Mechanical Earnings Recovery — Top Pick in the Wafer Group
Record shipments, operating loss, and the difference is one line on a depreciation schedule. The spending is done. The charge is peaking. The...
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Primer: SUMCO Corp (3436 JP) - Aug 2026
SUMCO is the world's second-largest silicon wafer manufacturer, holding a significant market share in an oligopolistic industry. The company is...
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Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
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