Supply constraints for AI chips are extending from advanced packaging to broader segments such as substrates and wafer manufacturing. This means that the orders and pricing pressure brought by AI capital expenditures are no longer concentrated only in a small number of packaging capacities; howev…
AMD’s latest results confirmed that data center demand is still growing rapidly, but they also showed that AI chip companies’ share prices may not necessarily continue rising simply because they “beat expectations.” The company’s second-quarter revenue was USD 11.54 billion, and EPS was USD 1.
If the United States advances restrictions on Chinese optical transceivers and related DC equipment, the interconnection segment of North American AI data centers will face new constraints.
As the S&P 500 hit a record high, the VIX instead rose by about 3%. This does not fit the usual combination seen when risk appetite broadly heats up, with stock prices rising and implied volatility declining in tandem.
The debate around SoFi is not merely whether its valuation is expensive, but whether it should be viewed as a bank or as a fintech platform expanding the boundaries of its services.
Google’s order backlog of nearly USD 514 billion means that the focus of AI capital expenditures is no longer only whether it dares to invest, but whether it can complete data centers and supporting infrastructure on time.
During a period of intensive AI infrastructure investment, AWS achieved its fastest revenue growth in 18 quarters, with its operating margin expanding to 39%. Incremental revenue in a single quarter exceeded USD 4.6 billion.
Kioxia’s latest results shift the focus of the NAND cycle from “whether demand is growing” to “how long high prices can be sustained.” Its quarterly revenue rose 71% quarter-on-quarter and 367% year-on-year, while its blended selling price in USD terms jumped 70% quarter-on-quarter, and bit shipm…
AI infrastructure investment is now transmitting from cloud vendors’ budget commitments to Taiwan’s packaging, power, server manufacturing, and component sectors.
The changes in South Korea’s stock market are not merely about the strength of semiconductor heavyweight stocks; expectations for policy funds reversed risk appetite in a short period of time.