Technology
Intel Can Fill Half Its CPU Orders. Memory Gets Worse in 2027.
Intel's CEO says it can meet half of CPU demand and the memory shortage worsens next year. SK hynix sees it lasting to 2030. Budget your 2027 refresh now.
Semiconductors
Technology
Nvidia's $96B Quarter: Compute Is Revenue, and Memory Is the Bill
Nvidia doubled revenue year over year, guided to $108 billion, and told analysts fiscal 2028 could grow 70%. The market cheered for a day — then read the fine print on memory costs and debt.
Technology
SK Hynix Raises $26.5B on Nasdaq. Your RAM Bill Paid for It.
The Korean memory maker priced the largest ADR offering in Wall Street history and popped 13% on debut. The valuation behind it was built by the same shortage that has DRAM contract prices doubling and data centers consuming 70% of the world's memory.
Technology
One Company Makes the Machine Behind Every Advanced Chip
Every leading-edge chip — including the Nvidia processors announced this week — is printed by one machine, made by one company in the Netherlands. ASML's EUV monopoly is the most important, and most fragile, link in the tech economy.
Technology
Hormuz's Three-Month Clock: Helium, Fertilizer, and Chips
Steve Keen told the Diary of a CEO audience the world was three months from a famine because Iran had blocked the Strait of Hormuz. The headline is overstated. The underlying supply-chain math — for helium, fertilizer, memory chips, and the AI build-out that depends on all of them — is more interesting and runs on a longer clock than three months.
Technology
No Helium, No Chips, No MRI Scans
Qatar produces a third of the world's helium. The Ras Laffan complex is offline, possibly for years. Without helium, chipmakers can't fabricate AI processors — and hospitals can't keep MRI machines cold.