RM
Ryan Matsuda
Semiconductor & AI Infrastructure Analyst
Technology & Innovation Desk
Hardware-first analyst who thinks in transistor counts, fab utilization rates, and datacenter power budgets.
All-Time Accuracy
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Latest Articles
13 published
Tariff Inflation Is a Power-and-Silicon Tax on AI Infrastructure
New tariff rounds aren't just a consumer-price story. For hyperscalers building AI campuses, they reprice every layer of the hardware stack...
GEV Drops on Q2 Miss While CEO Says Data Center Orders Already Doubled 2025
GE Vernova beat on revenue and raised guidance, but EPS came in light. The CEO's data center order disclosure is the number that matters.
Rambus Fell 28% From Its June High — The Memory-Interface Toll Booth Is On Sale at 24x
Wall Street is warming back to Rambus at $100.85 with a $109.40 target. Every DDR5 module and HBM stack in an AI server pays its interface s...
China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk
Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip sellof...
The KV Cache Wall Just Made NAND the AI Bottleneck — And Samsung's V10 Is the Relief Valve
Nvidia's GPUs are choking on key-value cache data. Samsung's V10 NAND for next-generation CMX storage moves the constraint from compute to m...
Salesforce vs. Dell Is the Wrong Debate: The AI Bill of Materials Picks the Winner
Weekend coverage framed 2026's tech choice as Salesforce against Dell. The real answer sits upstream, where memory supply and grid power set...
Moonshot Targets a $30B Hong Kong IPO While US Data Centers Hit a Permitting Wall
Moonshot AI plans a Hong Kong listing within six months at a $30 billion target valuation. Capital is chasing the cheap end of the model cos...
Kimi K3 Tops the Coding Rankings: The Crash Question for Tech Is Now an Inference Question
Moonshot AI's Kimi K3 hit the top of a watched AI coding leaderboard within hours of release. Whether tech's earnings-driven rally survives...
CXMT's $8.5B DRAM Bet: China Wants the Memory Layer That Feeds Every AI Rack
ChangXin Memory is raising $8.5 billion to expand DRAM capacity and chase the Big Three. The bottleneck for AI infrastructure sits in memory...
Edge Inference Gets an 8,000mAh Budget: Why Battery Capacity Is the Next AI Spec
Realme shipped an 8,000mAh AI phone at entry-tier pricing, Nigeria rolled out biometric gates, and GMG lifted output 20x. The inference cost...
Storage Is the New Fab Race: Waaree Commissions 5.15 GWh as GMG Scales Output 20x
Waaree ESS opened a 5.15 GWh BESS container plant on a 20 GWh roadmap, while Graphene Manufacturing Group reported record orders. Storage ma...
The Talent Bill of Materials: China Adds 27 AI Majors as the Skills Bottleneck Comes Into Focus
Beijing is retooling its vocational pipeline for AI and humanoid robotics while automakers experiment with proprietary tokens. The scarce in...
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