Stargate. It's Not All About You Microsoft. Or You Either Elon
Stargate is effectively positioning Open AI as a strategic capability to protect the national security of America and its allies.Yikes, how did...
132 Views
UMC. Now I'm Interested...
Share price at a 4 year low and the outlook is still tepid, but almost $6 billion CapEx invested during the downturn years will pay dividends in...
284 Views
TSMC. The Juggernaut Accelerates!
AI related demand ~15% of revenue in 2024, i.e. ~$13.5 billion. This is set to double to $27 billion in 2025. 5 year growth CAGR 20%, >$100 billion...
357 Views
TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead
We expect 2025 to be another growth year for TSMC, likely in the mid to high teens range. Expect Q125 to be down ~5% QoQ based on normal seasonality.
276 Views
Is Quantum Computing An Existential Threat To NVIDIA?
In the wake of Jensen's comments on QC last week, an analyst covering IonQ claimed that QC is an "existential threat" to NVIDIA, and that's why he...
583 Views