Visions of a high-tech hub in Hokkaido hinge on a single government-backed firm https://t.co/deL7GFRasO ...

Goldman Sachs upgraded Nittobo to Buy in a July 6 report. One key reason was its cautious view on TSMC’s glass core substrate (GCS) progress. I won’t add much commentary here. Just sharing the note.That said, my takeaway is that the other reasons GS cited for the upgrade do not really conflict with a constructive view on GCS over the next several years.One thing to note: based on past patterns, the likelihood of TSMC providing major updates on GCS/CoPoS at its upcoming July earnings call may be low. This is ...

🚨 Largest ADR ever! SK Hynix lists on Nasdaq this Thu (Jul 10) — ~$29B raise, ~60% of the global HBM market.Memory is the hottest corner of AI. You don't have to wait for the bell 👇🔹EWYON: Samsung + SK Hynix in one click🔹DRAMON: global memory / HBM basketTrade Tokenized US stock ETFs, no US brokerage.👉 https://t.co/g4WicAazyn ...

Asian tech stocks slump as investors used Samsung’s results to lock in profits on a stellar year-to-date chip rally, rotating into unloved sectors with cheaper valuations less prone to earnings shocks https://t.co/z9Kymr4nU2 ...

Chinese firms are ditching Nvidia’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology https://t.co/p6aJnKmjDr ...

Only two of the world’s ten wealthiest people got richer over the past month amid a broad sell-off of tech stocks. One of them is the world’s first trillionaire. https://t.co/lKn6C0ZlH9 https://t.co/YmwQNLLMKB ...

MU Metalhttps://t.co/u34CJrLA3J ...

⚡️ TODAY: Jim Cramer says, “Nvidia says its roadmap intact. That, to me, means buy.”Are you buying? https://t.co/nGmZ8CzBvB ...

AI chip boom lifts Samsung profits by 1,800% https://t.co/7Y43lBOp9Z ...

US investors will soon get access to SK Hynix, another memory maker riding the AI boom https://t.co/eiMz50igbC ...