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War usually makes us all much more aware of geography and the interconnectedness of even far-flung countries. The U.S.-Israel war in Iran is illuminating the role the Middle East in the semiconductor supply chain, as the ripple effect on Taiwan and South Korean manufacturers becomes clearer.
In alignment with the Trump administration’s news on Monday about a national AI framework, the president this week re-stacked the President’s Council of Advisors on Science and Tech (PCAST), thus far, with tech CEOs and venture capitalists from AI infrastructure, energy and crypto industries, including Mark Zuckerberg, Marc Andreessen, Jensen …
Google yesterday touted its TurboQuant as a significant efficiency breakthrough for “extreme compression” – news that convinced many investors that physical memory and HBM might not be so crucial anymore, causing drops in stocks from companies like SK Hynix, Samsung, Western Digital, SanDisk, and Micron.
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