Robert Castellano

SK Hynix (SKHY) announced a $28.7 billion buyback, then published a CPO roadmap describing optical links connecting AI processors directly to pooled memory resources.

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Quick Read SK Hynix (SKHY) announced a $28.7 billion buyback, then published a CPO roadmap describing optical links connecting AI processors directly to pooled memory resources.

Quick Read China's 50% domestic equipment mandate pressures AMAT's $4.2B annual China revenue, while new domestic DUV systems directly threaten ASML's installed base.

What’s in This Article

China has directed semiconductor manufacturers to use at least 50% domestically produced equipment when adding new capacity, according to a Reuters report citing people familiar with the policy.

SK Hynix (SKHY) announced a $28.7 billion buyback, then published a CPO roadmap describing optical links connecting AI processors directly to pooled memory resources.

Yet AMD Has Still Outperformed Nvidia by 107 Percentage Points

AI is increasing inspection and metrology requirements across advanced logic, HBM, and advanced packaging, but these three companies capture the opportunity differently

Nvidia claims its business could double without supply constraints while ignoring how its shift from a two-year to a one-year product cadence created the bottleneck