the three companies that dominate the global memory chip market, Samsung, SK Hynix, and Micron, each crossed a trillion-dollar valuation for the first time.
The simultaneous trillion-dollar crossings of all three memory giants signal that the market has recognized memory as the new bottleneck in AI infrastructure. XCENA's founders — veterans of Samsung and SK Hynix — are well-positioned to understand where these incumbents can't or won't move fast enough.
AI-naar-FPGA
This is existing yet also still developing tech. a third of 5G base stations uses FPGA chips. The point seems to be: are there any FPGA producers in Europe?
TSMC also talked about a fab cancellation and how an expansion is now no longer financially feasible. We will be sharing some of our data about TSMC’s utilization rates and how TSMC’s pricing is coming down. We dive deep into TSMC’s 3nm and 5nm ramps as there are some quite heroic assumptions that TSMC is making regarding those in the back half of the year.
Wow, even TSMC is cancelling Fabs?