Overview
Publications
14
Articles
15
Mentions
15
Last 30 days
7
First seen
Jul 10, 2026
Most recent
Sep 23, 2026
Activity
- 5 → 7 mentions (last 30 days vs prior 30)
Recent articles
The Brightest Star of the Constellation
Semiconductor Business Intelligence · Sep 23, 2026 · mentions
AI 產業挖掘機：美股有望再創新高，日韓縮量難跟上
168X · Sep 17, 2026 · mentions
The AI Memory Masterclass with Damnang
Damnang’s Substack · Sep 11, 2026 · mentions
Les défis de John Ternus, nouveau directeur général d’Apple
Cafétech · Aug 31, 2026 · mentions
BYD posts $1.2 BN profit in Q2 as global demand rises...Chinese chipmaker CXMT sues Pentagon over blacklist...China’s CXMT posts 870% revenue increase after aggressive expansion
China Economic Review · Aug 31, 2026 · mentions
Herman：現在是 1998 年！AI 泡沫還沒來
168X · Aug 31, 2026 · mentions
Inside YMTC’s IPO: How China Built a Global NAND Champion
Tech Buzz China Insider · Aug 30, 2026 · mentions
Stocks Higher as Oil and Yields Retreat
RiskReversal Recap · Aug 25, 2026 · mentions
Nvidia to raise AI server rack price by over 15% to reflect cost hike or maintain 75% gross margin?
Andrew Lu on global semis and techs · Aug 25, 2026 · mentions
💊 Un robot ya corre más rápido que Usain Bolt (y no bromeamos)
Tu Dosis IA · Aug 24, 2026 · mentions
HBF: As NAND Adopts an HBM-Like Architecture, the AI Memory Hierarchy Is Being Redefined
SEMIVISION @_@ · Aug 24, 2026 · mentions
Hot Chips 2026: Samsung and HBM Base Die Opportunities
Chips and Cheese · Aug 23, 2026 · mentions
Stranded Indium-Phosphide
Irrational Analysis · Jul 25, 2026 · mentions
India's Cheap Phone Was Never Ours to Keep
The Valuation School Weekly · Jul 11, 2026 · mentions
Publications discussing this technology
168X
28K subs · 2 linked
Andrew Lu on global semis and techs
17K subs · 1 linked
Cafétech
17K subs · 1 linked
China Economic Review
19K subs · 1 linked
Chips and Cheese
11K subs · 1 linked
Damnang’s Substack
14K subs · 1 linked
Irrational Analysis
23K subs · 1 linked
RiskReversal Recap
14K subs · 1 linked
Semiconductor Business Intelligence
10K subs · 1 linked
SEMIVISION @_@
19K subs · 1 linked
Tech Buzz China Insider
9K subs · 1 linked
The Valuation School Weekly
56K subs · 1 linked
Tu Dosis IA
11K subs · 1 linked
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