I see a story about China’s tech ambitions colliding head‑on with U.S. export controls, and at the center of it is an alleged ...
Investors shouldn't worry about rapid GPU depreciation. These AI chips can remain useful and valuable for up to eight years.
The memory sector is in a supercycle, and China is ensuring it's not left behind — and not just regarding imports from Korea.
Microsoft -backed (NASDAQ: MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming ...