Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• SPECIAL REPORTNEUTRAL2026-08-17
  Memory and Optics Supply Chains Fracture: DDR5 Patent Fight Hits AI Server Builders as Indium Phosphide Prices Spike

  The AI hardware complex is splitting along supply-chain lines. A DDR5 patent dispute is pressuring server assemblers Super Micro (-4%) and Dell (-3%), while upstream component and materials suppliers are capturing value: indium phosphide price hikes lifted AXT, Coherent and Lumentum, and storage names Western Digital and SanDisk extended a re-rating on policy and pricing catalysts. The message for allocators is that margin power is migrating from integrators to constrained input owners.

• SPECIAL REPORTBULLISH2026-08-13
  AI Compute Demand Broadens Beyond GPUs as BofA Lifts Server CPU TAM Above $210 Billion

  BofA raised its server CPU total addressable market to more than $210 billion, citing the rise of AI agents, while Lenovo's strong quarterly results lifted Dell and HP shares. Analysts argue Nvidia's customer-concentration bear case is weakening as demand diversifies, though skeptics point to financing structures such as AI compute ABS as evidence of late-cycle excess.