TSMC, Export Controls, Fab Economics, Strategic Materials
Technical Perspective: Memory Efficiency via Offloading in Warehouse-Scale Datacenters
cacm.acm.org·11h
Curriculum Training for Physics-Informed PIC Code Surrogates
haydenramm.bearblog.dev·6h
Nvidia’s (Slightly) Slower Quarter; Musk’s Phone Ambitions
theinformation.com·4h
Napco: RSR Growth Strong, But Valuation Starting To Look Pricey
seekingalpha.com·15h
South Korea’s Bet on US Shipbuilding Risks Profits, Nomura Says
bloomberg.com·20h
Accelleron Industries AG (ACLLY) Q2 2025 Earnings Call Transcript
seekingalpha.com·14h
Someone made a 3D printer out of Lego — maker puts together specialist project using bricks, motors, and Python
tomshardware.com·15h
Lidar Maker Hesai Group Is Said to Plan Hong Kong Listing Soon
bloomberg.com·23h
Cambricon Briefly Overtakes Moutai as China’s Priciest Stock
bloomberg.com·21h
10 best ideas from Q2'2025 investor letters.
threadreaderapp.com·20h
Traders Look to Nvidia Results; Trump Slaps India with 50% Tariffs | Bloomberg Brief 8/27/2025
bloomberg.com·17h
Google shares for the first time the TPUv7 details, at Hot Chips 2025 .
threadreaderapp.com·22h
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