Competition in advanced memory may no longer be solely about making traditional DRAM processes more refined. SK hynix is exploring the development of next-generation 3D DRAM using foundry processes.
IREN’s key is no longer merely possessing scarce power resources, but whether it can turn power, data center capacity, and customer contracts into recurring revenue.
Rakuten plans to launch an AST SpaceMobile partner service supporting video calls in Japan as early as this year. This is the more noteworthy near-term development for ASTS: if the partnership is implemented as planned, it means its direct-to-cell satellite capability is moving from testing and d…
Capacity expansion in the AI chip supply chain does not necessarily depend only on packaging equipment and factories. Kinsus’ high-end ABF substrate capacity remains constrained by T-Glass shortages; according to its disclosed methodology, approximately 10% to 15% of potential monthly revenue can…
The SEC plans to hold a preparatory roundtable on near around-the-clock U.S. stock trading, with discussion focusing on specific implementation mechanisms and the impact of extended trading hours on stock tokenization.
Nvidia’s outperformance relative to its chip-industry peers over the past two months has begun to gain a narrative foundation from the rollout of new products. According to relevant statistics, Nvidia rose 22% over the same period, Micron fell 5%, AMD fell 12%, and Intel fell 26%.
The commercial threshold for robotaxis may not necessarily be reducing the cost per mile to USD 0.25. The more direct comparison is the all-in cost for users to own a private car. According to relevant estimates, this cost is about USD 0.
The supply response in the AI chip supply chain is extending from HBM to advanced packaging substrates. Micron plans to double its HBM capacity year over year, while ZDT plans to expand advanced packaging substrate capacity with TWD 56.
The supply constraints for AI chips appear to extend not only to advanced process manufacturing, but also to testing. TSMC is simultaneously building nearly 20 fabs domestically and overseas at a much faster pace than before, while purchasing manufacturing equipment in advance; on the other end,…
CrowdStrike is attempting to extend Falcon from a traditional endpoint security platform into the security and execution layer for AI agents. This is worth watching because if enterprises use agents for triage, threat hunting, and response, they will gain not only automation efficiency but also n…