Global Chip Supply Chain Remains Vulnerable to Disruptions
Apple made a mistake by switching to its own processors in an attempt to increase profits. This decision has left the company vulnerable to supply chain disruptions, such as a potential Chinese invasion of Taiwan. If Intel is unable to rescue Apple, the company could face serious consequences. Qualcomm is also in a difficult position. […]
Surge in TSMC Shares Amid NVIDIA’s Success and Prospects for China-Taiwan Unity
Foreign Investor Interest Grows as TSMC Benefits from NVIDIA’s Strong Performance The article discusses the surge in TSMC (Taiwan Semiconductor Manufacturing Company) shares in the Taiwan stock market following NVIDIA’s strong financial results. Bank of America has reiterated a Buy rating for TSMC shares with an NT$670 price target. NVIDIA’s revenue guidance for the current […]
The Security of Chinese Phones in the Age of Cyberwarfare
The security of smartphones is a major concern in the era of cyberwarfare. Some people believe that Apple is more secure than Android. This is not true. Both operating systems can be hacked, and it depends on the sophistication of the attacker. There are many ways to hack phones that are not known to Apple […]
The Rise of India and the Fall of China: What Does it Mean for Mexico?
Mexico is benefiting indeed from reshoring:: https://t.co/Z0cuXH5ZPI pic.twitter.com/WoKjLVfrH4 — The Transcript (@TheTranscript_) September 8, 2023 Fascinating indeed. However, when considering who might assume China’s role, India appears to be the primary candidate rather than Mexico. Nevertheless, Mexico is poised to experience significant advantages from this shift, as will numerous other nations that […]
The Yuan as a Global Reserve Currency?
Let’s start with the fact that if anyone in the West had faith in the yuan, this would have happened a long time ago. What is happening now is happening because Russia is being sanctioned and is looking to create a kind of Chinese “discount currency”. The term “petrodollar” was coined, but the explanation […]
Intel Poised to Benefit from US-China Trade War as China Seeks Alternatives to NVIDIA
Wow. This is big if true. $NVDA There’s a mind-boggling theory that’s gaining momentum on X/Twitter that Nvidia’s blowout performance this year has been fueled by fake GPU sales to fake non-existent clients. Some have speculated that an AI tech company called #Coreweave has… pic.twitter.com/rIE8y57Gax — Jesse Cohen (@JesseCohenInv) September 6, 2023 Cannot say […]
Habana Gaudi 2: Intel’s New AI Accelerator Takes on Nvidia
Intel’s Habana Gaudi 2 Could Shake Up the AI Acceleration Market Intel’s Habana Gaudi 2 AI accelerator has outperformed Nvidia’s A100 and H100 by a significant margin in fine-tuning performance for BridgeTower, a Vision-Language (VL) AI model. The performance gains are attributed to Habana’s hardware-accelerated data-loading system, which offloads many costly operations from the CPU […]