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Daily Update - July 9th, 2026
China clears Nvidia H200 purchases, SK Hynix's $28B ADR oversubscribes, Nvidia teams with d-Matrix, and SambaNova raises $1B with JPMorganChase on…
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Daily Update - July 8th, 2026
Apple tests CXMT DRAM, DeepSeek and Zhipu design their own AI chips, Amazon raises $25B for AI infrastructure, Wolfspeed sues Navitas, and more
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Daily Update - July 7th, 2026
Anthropic leases $19B data center from TeraWulf, Broadcom extends Apple chip deal to 2031, and a bunch of important stuff.
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Daily Update - July 6th, 2026
Nvidia Kyber delayed, Nvidia's revenue-share financing, Intel price hikes, $510B in AI funding, Hon Hai's record AI server quarter, and Korea's chip-tax…
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Quiz
In 1978, four men, two of them twin brothers, set up shop in the basement beneath a dentist’s office; one of them later recalled getting used to the…
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TIL: Qualcomm Bet the Company on Trucks Before It Bet on Your Phone
How a satellite tracker for eighteen-wheelers funded a wireless idea everyone else called impossible, and why the company may be running the same play…
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Daily Update - July 3rd, 2026
Daily update
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🎙️ Semi Doped: Micron's Record Profits, Apple's CXMT Plea... AI is Eating All the Memory!
Watch now (51 mins) | Micron's 85% gross margin, Apple's CXMT request, Korean government's $500B investment, HBM's wafer consumption, and more
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50:55
Daily Update - July 2nd, 2026
Daily update
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Daily Update - July 1st, 2026
New announcements from Etched, ASM $400M High-NA EUV machine, steel-can batteries, ++
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June 2026

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