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Semiconductors
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The Great Hedge: Drugs, Debt, & the Direction AI is Going Everybody’s Waiting on
In Zurich, Washington, and Seoul, the people who set the price of money are making the same admission a Chinese biotech CEO just made about the price of a new drug: nobody knows yet whether artificial intelligence is the thing that saves the timeline or the thing that blows up the budget.
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The Real AI Story in Asia: Compute is Becoming an Asset Class | Report Download
Report: Chip restrictions have hardened into boundary maintenance, while a separate, faster-moving force — compute financialization — is doing more to reshape Asia’s AI capital landscape.
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China’s Memory Makers Set the Price Now
China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny. China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.