Chips and China

Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.

More on the China Chip Ban, The AI Focus, Apple and YMTC

More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.

Nvidia In the Valley

Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.