semiconductors
The Phoenix Rally: How South Korea’s KOSPI Shattered the 5,000 Barrier
South Korea’s KOSPI index shatters the 5,000 barrier, fueled by a semiconductor supercycle and transformative corporate governance reforms.
The Dutch Giant Behind Your AI: Why No One Can Challenge ASML’s Tech Monopoly
Discover ASML, the Dutch company with a 100% monopoly on the machines that build the world’s most advanced chips, and why no one can compete.
The AI Gold Rush is Real, and TSMC is Selling All the Shovels
TSMC’s record profits, driven by the AI boom, reveal the immense scale of the tech revolution and its impact on software, startups, and developers.
The 25% AI Chip Tax: Unpacking the White House’s New Gambit in the Tech War with China
The White House is imposing a 25% tariff on Nvidia & AMD AI chips sold to China, a major shift in the US-China tech war. What does this mean for AI?
The 25% AI Chip Tax: Why the White House’s New Tariff on Nvidia and AMD Will Reshape Global Tech
A new 25% tariff on Nvidia & AMD AI chip sales to China is here. We break down what this means for AI, startups, and the global tech landscape.
Nvidia’s Tightrope Act: Navigating the US-China Tech War for AI Supremacy
Nvidia navigates the US-China tech war by selling modified AI chips to China, a move with huge implications for investors, finance, and the global economy.
The AI Tax: Why Your Next Gadget Could Cost 20% More
The AI data center boom is consuming the world’s chip supply, threatening a 20% price hike on consumer gadgets. Discover the hidden cost of the AI revolution.
Beyond the Hype: Why the AI Boom Is Not the Bubble You Think It Is
The AI boom’s spectacular valuations spark bubble fears, but this isn’t a dot-com repeat. It’s a foundational tech shift with real profits and substance.
Nvidia’s Shock Move: Is the AI Chip Giant Acquiring a Rival… or Just Its Brains?
Nvidia is poaching top talent and licensing tech from AI chip startup Groq. Is this a strategic move to neutralize a rival or absorb its innovation?
The Art of the AI Deal: How Nvidia’s CEO Navigated the High-Stakes Game of Global Tech Politics
Nvidia’s CEO Jensen Huang masterfully navigated US-China tensions to secure AI chip exports, offering a crucial lesson in modern corporate statecraft.
The Chip War’s New Frontline: Is Nvidia’s H200 a Loophole for China’s AI Ambitions?
US lawmakers challenge Nvidia’s H200 chip sales to China, fearing it could undermine national security and the ongoing tech war.
The AI Gold Rush Hits a Speed Bump: What Broadcom’s Stock Tumble Really Means
A dip in Broadcom’s stock reveals investor jitters about AI valuations. Is this a market correction or the start of a trend? We break it down.