Archive | Silicon & Steel

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

Semiconductor

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NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

The DUV Countdown: ASML’s China Maintenance License Is the Most Underpriced Supply Chain Risk in Semiconductors

The DUV Countdown: ASML’s China Maintenance License Is the Most Underpriced Supply Chain Risk in Semiconductors

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

Semiconductor

+1

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

Micron Just Hit $1 Trillion: HBM4 Yield, the Valuation Scenarios, and the 18 Months That Decide Whether It Stays There

Micron Just Hit $1 Trillion: HBM4 Yield, the Valuation Scenarios, and the 18 Months That Decide Whether It Stays There

The 7-Eleven Protocol: How a Convenience Store Built the Supply Chain Blueprint Chipmakers Are Still Failing to Copy

The 7-Eleven Protocol: How a Convenience Store Built the Supply Chain Blueprint Chipmakers Are Still Failing to Copy

The 2nm Race Is Already Over, And the Loser Is the Customer

The 2nm Race Is Already Over, And the Loser Is the Customer

The Permanent Premium: Why Geopolitical Risk Is Now a Line Item, Not a Headline

The Permanent Premium: Why Geopolitical Risk Is Now a Line Item, Not a Headline

The Vietnam Loophole Is Closing: Inside the 40% Transshipment Crackdown

The Vietnam Loophole Is Closing: Inside the 40% Transshipment Crackdown

The LFP Vise: How Beijing Weaponized a $4,800/Ton Cathode Market

The LFP Vise: How Beijing Weaponized a $4,800/Ton Cathode Market

Blackwell Ultra to Rubin: The 14-Month Window That Decides 2027 Capex

Blackwell Ultra to Rubin: The 14-Month Window That Decides 2027 Capex