Separate names with a comma.
ASMPT, a leading semi packager, pulled out of China and terminated all staff. Both Shanghai and Shenzen operations were profitable but ASMPT...
Further... Chinese news on YT is wildly suspicious. There is a China Observer news item posted 9 hours ago. It's the closest thing to recent...
There is a possibility China is either under marshal law or on the cusp of declaring marshal law. Hi Tyro. We're seeing social media mentions...
There are a few reports of tanks rolling the streets of Beijing. I wouldn't say enough reports to consider this to be corroborated. In the...
I admire people who can think a new CEO is going to turn a company around. We see these optimists all the time. Historically, the number of...
Lots of reports of China imploding. It's really bad. Official unemployment is 3.5% but that seems wildly low, given the people living in the...
It looks to me like AMD will be eating some, perhaps a small part, of nVidia's AI lunch by the end of this year. The AMD demos are extremely...
What does the Chinese economic implosion mean to the economic and financial world? Xi does not want to devalue his currency and has resisted...
Yesterday, China shut down banking in 7 provinces. Money is/has dried up. I've heard so many glowing reports about China, along with so many...
Vietnam is the breakout Asian economy with 8.8% annualized GDP growth reported last quarter. The next closest is Singapore at 4.4.
I don't own a lot of S&P 500 by ratio but it comforts me to own it. I'm less confident in individual companies, these days, and haven't added to...
There could be some controversy over the CHIPS act money given Intel. That 8B was was supposed to create jobs and tech in the US but it appears...
The 777X is nearing fleet service. Right now, it is receiving endless accolades on YouTube. Perhaps the YT channels have been paid to forget...
When doing some research on membrane dehumidifiers, ChatGPT literally gave me the formula to construct these devices myself. It provided a ton of...
AI. I've been comparing DeepSeek, OpenAI, xAI, Copilot, and Claude for several months. The first four are far more similar than different. Here...
With China banning the sale of rare earth materials and mining/processing equipment to the US, I find it interesting that Western Canada is...
July CPU sales in Germany were 94% AMD. AMD also dominating in other countries but most countries, including the US, its impossible to get...
One last point. Zen 6 will be the last evolution of the Ryzen architecture. They might call the follow on processor Zen 7 but it will be a new...
FWIW, Zen 6 looks like it will be a significant step forward. There is no question, AMD will be the unrivaled CPU leader. However, the work AMD...
