社恐元宇宙

JPM 剛剛更新了其對 Kioxia 的目標股價，暗示從目前股價看有 42.7% 的上行空間。

A feature article from a major Korean media outlet says that Korea’s top young talent is increasingly looking to attend China’s elite engineering universities instead of Korean universities.
The Korean media outlet argues that the era when China copied Korean technology and recruited Korean talent is over, and that today, high-achieving Korean students preparing for college entrance exams are voluntarily knocking on the doors of Chinese universities.

"Some neo-clouds worry that they can’t stray from buying Nvidia’s full stack of hardware for fear of being put in “Jensen jail,” meaning they might lose their allocations of Nvidia chips, said Adam Fisher, a partner at Bessemer Venture Partners."
It seems Jensen Huang is effectively threatening neo-clouds implying that Nvidia could cut their chip allocations if they don’t buy Nvidia’s full stack.

Holy shit, the U.S. government suspects that ASML exported EUV tools to China, or exported EUV components to China.

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Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC

Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC

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