Taiwan Semiconductor Could Raise Mature Node Pricing Next Year: Wedbush

Seeking Alpha30minutes ago

AI Memory, Chip Stocks Recover After Asian Giants SK Hynix, Samsung Rebound

Seeking Alpha17:27

AI Memory, Chip Stocks Fall as South Korean Peers Tumble After SK Hynix's US Debut

Seeking AlphaJul 13 17:11

SemiAnalysis's latest interview: Storage still has room to double; CPUs are merely supporting actors; CPO implementation delayed until 2029

Founder Dylan Patel stated that Anthropic has become profitable, with annual recurring revenue (ARR) exceeding $50 billion, refuting doubts about its return on investment (ROI). On the hardware front, memory prices have already quadrupled and are expected to rise another 2–3 times; the structural shortage driven by inference models will persist for several years. Demand for CPUs largely reflects historical catch-up purchases—a short-term 'mini-cycle' rather than a long-term inflection point. Mass production of co-packaged optics (CPO) has been delayed until late 2028, unexpectedly extending the copper interconnects' window of opportunity, while power constraints are forcing data centers to adopt behind-the-meter power generation.

wallstreetcnJul 10 15:57

Shares of Foundry, Fabricator and Integrated Device Manufacturing Semiconductor Companies Are Trading Higher After Reports That Meta Will Invest in Hardware to Double Its In-house Compute Capacity to 14GW Next Year. Also, Micron Technology's Plan to...

BenzingaJul 10 01:48

SEALSQ And GlobalFoundries Announce Strategic MoU To Co-Develop Across Secure Semiconductor Platforms, Post-Quantum Cryptography And Emerging Semiconductor-Based Quantum Computing Technologies

BenzingaJul 8 20:06