THE FUTURE OF CHIPMAKING LOOKS MORE LIKE MANHATTAN THAN SILICON VALLEY / THE ECONOMIST

 3D acceleration The future of chipmaking looks more like Manhattan than Silicon Valley Constrained by physics and politics, chipmakers are ...

TAIWAN IS THE KEY TO AI DOMINANCE / THE WALL STREET JOURNAL OP EDITORIAL

Taiwan Is the Key to AI Dominance The island is much more than a bargaining chip. It’s the center of the world’s most important tech stack. ...

BONDS BLUDGEONED / CREDIT BUBBLE BULLETIN

Bonds Bludgeoned Doug Nolan  It was rough.  And I’m not referring to Iran war negotiations or President Trump’s Beijing trip.  The bond rout...

THE CHIPS CHOKEHOLD THAT COULD END THE ASI INVESTMENT BOOM / THE FINANCIAL TIMES OP EDITORIAL

The chips chokehold that could end the AI investment boom Taiwan’s control of leading-edge silicon chips lies on a geostrategic faultline Jo...

NVIDIA BECOMES THE WORLD`S FIRST $5TRN COMPANY / THE FINANCIAL TIMES

  Nvidia becomes world’s first $5tn company US chip giant’s stock propelled by strong sales of AI systems and prospect of access to China Mi...

THE WORLD´S BIGGEST CHIPMAKER NEEDS TO MOVE BEYOND TAIWAN / THE ECONOMIST

TSMC The world’s biggest chipmaker needs to move beyond Taiwan Easier said than done Illustration: Carolina Moscoso Taipei, a city of over 2...