TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake

ASML: Riding the AI wave, but crushed by its own success

Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.

Foxconn: No longer addicted to Apple; there is a new love or two

Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.

DRAMflation: A non-growth growth strategy to ride the AI boom

Tim and Jon discuss the recent price surge in DRAM and how the DRAM oligopoly are responding. They then question whether this rally is truly sustainable

ARM Might be Swallowing its Own Poison Pill

In today's episode, Tim and Jon discuss Arm Holdings and its recent decision to go into making their own CPUs. What kind of calculus was involved in such a decision?

Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo

In today's episode, Tim and Jon discuss the ancient semiconductor industry secret behind Apple's best-selling Macbook Neo laptop. A little trick that Nvidia has been using for many years.