The CHIPS Act Was Necessary. But Subsidies Don’t Manufacture Engineers.
The CHIPS Act was necessary. But subsidies don’t manufacture engineers. [...]
NVIDIA’s Software Moat Is More Durable Than Its Hardware Lead
NVIDIA’s software moat is more durable than its hardware lead. [...]
Taiwan’s Semiconductor Industry Is the Ultimate Insurance Policy Against Global Conflict
Taiwan’s semiconductor industry is the ultimate insurance policy against global [...]
HBM Pricing Will Peak in Q3 2026. The Memory Market Always Overshoots.
HBM pricing will peak in Q3 2026. The memory market [...]