The memory shortage that lets Apple and Microsoft pass costs to customers is functioning as an extinction event for the companies underneath them. Firms with thin margins, no supply-chain leverage,…
South Korea unveiled a 911 trillion won (~$590 billion) semiconductor investment plan on Monday, anchored by Samsung Electronics and SK Hynix, with the stated aim of doubling the country’s DRAM…
The renewal invoice is the only honest moment in this whole hobby. Once a year the registrar puts a number next to every name and asks whether I still believe in it. No buyer, no traffic, no story —…
There is a respectable bull case that benefits eventually grow faster than capital expenditure, and it does not depend on optimism. It depends on arithmetic. The trouble is that the same arithmetic…
On June 2, Jensen Huang turned to Matt Murphy on a Computex stage in Taipei and called Marvell the next trillion-dollar company. The stock rose 32.52% that day, its largest single-session gain on…
A man in a red shirt throws both hands toward the lens, mouth open mid-sentence, eyes locked on the camera. Behind him a Breton flag snaps against a hot blue sky and a crowd thins out across a stone…
Most visitors to Bruges aim for the Markt and its belfry, then drift away without realizing the city’s real seat of power sits one short street to the east. Burg Square is smaller, quieter, and far…
Foreign Minister Gideon Sa’ar will ask the cabinet to do what every Israeli government since 1948 has refused to do: state, in the name of the State of Israel, that what the Ottoman Empire did to the…
Europe’s energy transition will once again take center stage as The Smarter E Europe returns to Messe München in Munich, Germany, from June 23 to June 25, 2026. Widely recognized as Europe’s largest…
The Philadelphia Semiconductor Index closed Friday down 5.29 percent at 13,203.57, its worst session since the spring. The tape read like capitulation. The cause did not. Nothing broke in the…