Taiwan, US and Japan Just Formed an AI Memory Alliance. Samsung, SK Hynix, and Micron Are the Target
Semiconductors
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FELs promise 4x the power of ASML's EUV systems
TSMC
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NVIDIA beat estimates again. And guided even higher
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How lifting chip export restrictions unlocked $68B in new revenue that's not priced yet
Investment Strategy
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Get our take on the Intel-Apple talks and what it means for the semiconductor industry