TSMC June Revenue Down 17.7% Mom. What Gives?
At guided exchange rate of 32.5, TSMC’s Q225 revenue is $28.7b, +12.2% QoQ & +37.6% YoY, ~$100 million below the guide. However @ today's rate of...
198 Views
Cerabyte. Forever Data Storage At A Fraction Of Current Costs?
Cerabyte has a stated vision of achieving $1 per petabyte per month, a cost reduction of 1000x within the next two decades. That’s a bold vision...
234 Views
Meta Superintelligence Labs. Genius Move Or Desperate Gamble?
Yann LeCun is sidelined in the Meta Superintelligence Labs memo. He believes LLMs are not the way to achieve human-level AI. It appears that Mark...
259 Views
Micron Q325 Earnings: NAND's Surprising Rebound While HBM Already @$6 Billion Annual Run Rate.
Micron's HBM negotiations for 2026 supply & pricing are still ongoing. Could they be holding out for a better deal? Let's see...
235 Views
Coatue Doubles Down On An AI Supercycle @ EMW 2025
Apart from the Mag7, Coatue is heavily focusing investment on companies involved in AI-required power delivery, AI software and AI semiconductors
363 Views