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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Tokyo Electron (8035 JP): The Correction Did Our Work — Upgrade to BULLISH on the AI Re-Acceleration
Strong Q1 sales and profitability drive record earnings for the company, with raised sales and market view for the future leading to a bullish...
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EQD | Long Nifty 50 Vs. Short Nikkei 225 - A Relative Value Option Strategy with a Kicker
Option strategy: exploit relative value in implied volatilities combined with directional positioning for a leveraged payoff in a long Nifty 50 vs....
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What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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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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