Dick Weisinger

TSMC's Projected 2027 Price Hike: A 3% to 6% Increase Set to Squeeze Nvidia and Apple Margins

Sep 25, 2026

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12 min read

TSMC's Projected 2027 Price Hike: A 3% to 6% Increase Set to Squeeze Nvidia and Apple Margins

Dick Weisinger

China's Chip Profit Surge: How CXMT and SMIC Capitalize on Beijing's Volume Play

Sep 24, 2026

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11 min read

China's Chip Profit Surge: How CXMT and SMIC Capitalize on Beijing's Volume Play

Dick Weisinger

SK hynix Expands HBM R&D and Production in Silicon Valley Push to Solidify Nvidia Lead

Sep 23, 2026

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12 min read

SK hynix Expands HBM R&D and Production in Silicon Valley Push to Solidify Nvidia Lead

Dick Weisinger

Alibaba's Qwen4 and Wan3.0: A Low-Cost Multimodal Challenge to OpenAI's Enterprise Grip

Sep 22, 2026

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12 min read

Alibaba's Qwen4 and Wan3.0: A Low-Cost Multimodal Challenge to OpenAI's Enterprise Grip

Dick Weisinger

CXMT's 5th-Gen DRAM: How China's Mass Production Reshapes Global Memory Supply

Sep 21, 2026

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11 min read

CXMT's 5th-Gen DRAM: How China's Mass Production Reshapes Global Memory Supply

Dick Weisinger

Huawei's Ten-Chip AI Strategy: A 2027 Ascend Roadmap to Challenge Nvidia's Ecosystem

Sep 20, 2026

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12 min read

Huawei's Ten-Chip AI Strategy: A 2027 Ascend Roadmap to Challenge Nvidia's Ecosystem

Dick Weisinger

Global Memory Prices Surge Sevenfold, Forcing $1.65T Revisions for Chip Buyers

Sep 19, 2026

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13 min read

Global Memory Prices Surge Sevenfold, Forcing $1.65T Revisions for Chip Buyers

Dick Weisinger

Anthropic's 30,000 Internal Agents Now Drive 26% of Its Core AI R&D

Sep 18, 2026

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12 min read

Anthropic's 30,000 Internal Agents Now Drive 26% of Its Core AI R&D

Dick Weisinger

OpenAI’s Misalignment Framework: A Self-Regulation Shield Against Hard Safety Laws

Sep 17, 2026

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13 min read

OpenAI’s Misalignment Framework: A Self-Regulation Shield Against Hard Safety Laws

Dick Weisinger

Google's Gemini 3.8 Live: How 'Extended Thinking' Alters Japanese Enterprise Automation

Sep 16, 2026

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12 min read

Google's Gemini 3.8 Live: How 'Extended Thinking' Alters Japanese Enterprise Automation

Dick Weisinger

Waymo’s Tokyo Expansion: Why Severe Labor Shortages Are Forcing Japan’s Hand on Level 4 Robo-Taxis

Sep 15, 2026

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13 min read

Waymo’s Tokyo Expansion: Why Severe Labor Shortages Are Forcing Japan’s Hand on Level 4 Robo-Taxis

Dick Weisinger

$2T IPO Prep: Anthropic Reports Two Consecutive Quarters of Profitability

Sep 14, 2026

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12 min read

$2T IPO Prep: Anthropic Reports Two Consecutive Quarters of Profitability

Dick Weisinger

Nvidia’s 13tn Won Anthropic Stake: A Bold Move to Lock in Compute Demand and Shut Out Custom Silicon

Sep 13, 2026

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13 min read

Nvidia’s 13tn Won Anthropic Stake: A Bold Move to Lock in Compute Demand and Shut Out Custom Silicon

Dick Weisinger

CXMT Reaches 82% Profit Margin, Beating Samsung and SK hynix on Cost Efficiency

Sep 12, 2026

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11 min read

CXMT Reaches 82% Profit Margin, Beating Samsung and SK hynix on Cost Efficiency

Dick Weisinger

Microsoft Plans to Triple Data Centers by 2032, Locking in a Decade of HBM and Foundry Demand

Sep 11, 2026

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12 min read

Microsoft Plans to Triple Data Centers by 2032, Locking in a Decade of HBM and Foundry Demand

Dick Weisinger

ASML's Hyper-NA EUV Roadmap: How Japanese Toolmakers and Fabs Are Adjusting for Post-2030 Scaling

Sep 10, 2026

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13 min read

ASML's Hyper-NA EUV Roadmap: How Japanese Toolmakers and Fabs Are Adjusting for Post-2030 Scaling

Dick Weisinger

Apple's 10M Foldable iPhone Target: The New Revenue Pipeline for Asian OLED and Hinge Suppliers

Sep 10, 2026

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12 min read

Apple's 10M Foldable iPhone Target: The New Revenue Pipeline for Asian OLED and Hinge Suppliers

Dick Weisinger

Siemens' Nvidia-Powered EDA Agent: Autonomous Chip Verification Debuts in Japan

Sep 8, 2026

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13 min read

Siemens' Nvidia-Powered EDA Agent: Autonomous Chip Verification Debuts in Japan

Dick Weisinger

Infineon's GaN Surge: How AI Data Centres Are Reshaping the Power Chip Supply Chain

Sep 7, 2026

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13 min read

Infineon's GaN Surge: How AI Data Centres Are Reshaping the Power Chip Supply Chain

Dick Weisinger

Kioxia Is Shipping CXL Modules to Replace Costly DRAM in AI Data Centres

Sep 6, 2026

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12 min read

Kioxia Is Shipping CXL Modules to Replace Costly DRAM in AI Data Centres

Dick Weisinger

China's Advanced Packaging Push: How Naura and AMEC Bypass U.S. Front-End Sanctions

Sep 5, 2026

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11 min read

China's Advanced Packaging Push: How Naura and AMEC Bypass U.S. Front-End Sanctions

Dick Weisinger

OpenAI's GPT-6 Astra Threatens Japan's Sovereign AI Plans and Cybersecurity Strategy

Sep 4, 2026

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12 min read

OpenAI's GPT-6 Astra Threatens Japan's Sovereign AI Plans and Cybersecurity Strategy

Dick Weisinger

Sony's 50% Image Sensor Share: The AI Vision Bottleneck Facing Western Device Makers

Sep 3, 2026

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4 min read

Sony's 50% Image Sensor Share: The AI Vision Bottleneck Facing Western Device Makers

Dick Weisinger

TSMC's Simultaneous 20-Fab Buildout: The Extreme Infrastructure Strain Behind the AI Chip Shortage

Sep 2, 2026

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4 min read

TSMC's Simultaneous 20-Fab Buildout: The Extreme Infrastructure Strain Behind the AI Chip Shortage

Dick Weisinger

Samsung Locks 70% of Memory to 2031, Leaving Nvidia and Big Tech Facing HBM Shortages

Sep 1, 2026

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4 min read

Samsung Locks 70% of Memory to 2031, Leaving Nvidia and Big Tech Facing HBM Shortages

Dick Weisinger