semiconductors
24 articles tagged semiconductors, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
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 a correction now dep...
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, and China is spend...
Apple Prints a Fresh High as AMD Bleeds: The AI Trade Is Rotating, Not Breaking
Thursday's 7.47-point performance spread between Apple and AMD tells the real story — capital is moving up the quality curve within tech, not out of it.
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 input is shifting from...