Core Scientific Shareholders' Rejection of $9 Billion Sale Revisited After AMD Deal
Core Scientific investors voted down a $9 billion acquisition; a subsequent agreement involving AMD has reopened debate over whether they were right.
AI & Semiconductors
The compute build-out: chips, data centres, model labs and the capex cycle funding them.
105 report(s) in the archive
Situational Awareness Puts $400 Million Into Chip Startup Source Foundry
The hedge fund, which has faced scrutiny in recent months, has committed $400 million to semiconductor startup Source Foundry.
Apple Said to Be Testing Chinese Memory Chips as Supply Crunch Bites
Apple has begun evaluating memory from China's CXMT after months of lobbying Washington for clearance, as a tightening DRAM market pushes PC makers toward Chinese suppliers.
UBS: AI-Driven Tech Volatility Matches Dot-Com Era Extremes
UBS said volatility in technology shares tied to the artificial-intelligence trade has reached levels last seen during the dot-com period, as investors turn to this week's CPI report.
Apple Tests Chinese Memory Chips from CXMT Amid AI-Driven Supply Crunch
Apple is evaluating DRAM from China's ChangXin Memory Technologies for use in iPhones and MacBooks as AI demand tightens global memory supply, according to a Wall Street Journal report.
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