December 11th, 2017
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News headline image
The GAA Transition: The Multi-Node Race to 2nm and Beyond
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD AMZN GOOGL INTC MSFT
Exposures Artificial Intelligence Economy Supply Chain
News headline image
ByteDance’s $23B AI Bet: China’s Pursuit of Compute Power Amidst Shifting Trade Winds
Via TokenRing AI
Topics Artificial Intelligence
Tickers AVGO BABA BIDU GOOGL META MSFT
Exposures Artificial Intelligence
News headline image
Glass Substrates: The New Frontier for High-Performance Computing
Via TokenRing AI
Topics Artificial Intelligence Bonds Economy
Tickers AMAT AMD AMZN AVGO INTC NVDA
Exposures Artificial Intelligence Debt Markets Intellectual Property
News headline image
The Silicon Squeeze: How Advanced Packaging and the ‘Thermal Wall’ are Redefining the AI Arms Race
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMKR AMZN ASX GOOGL MSFT
Exposures Artificial Intelligence Supply Chain
News headline image
The Silicon Frontier: TSMC’s A16 and Super Power Rail Redefine the AI Chip Race
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD AMZN ASML AVGO GOOGL
Exposures Artificial Intelligence Economy Supply Chain
News headline image
HBM3e vs. Mobile DRAM: The Great Memory Capacity Pivot Handing Samsung the iPhone Supply Chain
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL MU NVDA SSNLF
Exposures Artificial Intelligence Supply Chain
News headline image
India’s Semiconductor Rise: The Rohm and Tata Partnership
Via TokenRing AI
Topics Artificial Intelligence Economy Electric Vehicles
Tickers INTC TSM TTM
Exposures Artificial Intelligence Electric Vehicles Supply Chain
News headline image
US-China Chip War Escalation: New Tariffs and the Section 301 Investigation
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL INTC NVDA TSM
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
The AI PC Arms Race: Qualcomm, AMD, and Intel Battle for the NPU Market
Via TokenRing AI
Topics Artificial Intelligence
Tickers ADBE AMD DELL HPQ INTC LNVGY
Exposures Artificial Intelligence
News headline image
Intel 18A & The European Pivot: Reclaiming the Foundry Crown
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property
Tickers AMZN ASML GFS INTC MSFT SSNLF
Exposures Artificial Intelligence Intellectual Property
News headline image
The Backbone of AI: Broadcom Projects 150% AI Revenue Surge for FY2026 as Networking Dominance Solidifies
Via TokenRing AI
Topics Artificial Intelligence Supply Chain
Tickers AVGO GOOGL META MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
TSMC Arizona’s 3nm Acceleration: Bringing Advanced Manufacturing to US Soil
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD AMKR INTC NVDA SSNLF
Exposures Artificial Intelligence Supply Chain
News headline image
The Memory Margin Flip: Samsung and SK Hynix Set to Surpass TSMC Margins Amid HBM3e Explosion
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD AMZN GOOGL META MU NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
TSMC’s ‘N-2’ Geopolitical Hurdle: A Win for Samsung and Intel in the US?
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD GOOGL INTC NVDA SSNLF
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Blackwell Moat: How NVIDIA’s AI Hegemony Holds Firm Against the Rise of Hyperscaler Silicon
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence
News headline image
Samsung’s Silicon Setback: Subsidy Cuts and Taylor Fab Delays Signal a Crisis in U.S. Semiconductor Ambitions
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN INTC SSNLF TSLA TSM
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
Strategic Silence: Why TSMC’s Arizona Grand Opening Delay Signals a New Era of Semiconductor Diplomacy
Via TokenRing AI
Topics Artificial Intelligence Economy Government
Tickers AAPL AMD INTC NVDA TSM
Exposures Artificial Intelligence Political Supply Chain
News headline image
The Great Decoupling: ASML Navigates a New Era of Export Controls as China Revenue ‘Normalizes’
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers ASML INTC TSM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Mineral Warfare: China’s Triple-Threat Export Ban and the Great AI Decoupling of 2025
Via TokenRing AI
Topics Artificial Intelligence Economy World Trade
Tickers AMD BABA DRS INTC LMT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Great Decoupling: One Year Since the Biden Administration’s 2024 Semiconductor Siege
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMAT BABA BIDU LRCX MU NVDA
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
Qualcomm’s Legal Victory Over Arm: A New Era for Snapdragon X and the AI PC Revolution
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property Lawsuit
Tickers AAPL AMD ARM HPQ INTC LNVGY
Exposures Artificial Intelligence Financial Intellectual Property
News headline image
The Silent King Ascends: Broadcom Surpasses $1 Trillion Milestone as the Backbone of AI
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AVGO GOOGL META NVDA
Exposures Artificial Intelligence Economy
News headline image
Silicon Sovereignty: How a Rumored TSMC Takeover Birthed the U.S. Government’s Equity Stake in Intel
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AVGO INTC NVDA SFTBY SSNLF
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Fall of the Architect and the Rise of the National Champion: Inside Intel’s Post-Gelsinger Resurrection
Via TokenRing AI
Topics Artificial Intelligence World Trade
Tickers AAPL AMD AMZN CDNS INTC MSFT
Exposures Artificial Intelligence Tariff
News headline image
The Silicon Thirst: Can the AI Revolution Survive Its Own Environmental Footprint?
Via TokenRing AI
Topics Artificial Intelligence Economy Emissions
Tickers AMD AMZN ASML GOOGL INTC MSFT
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Silicon Sovereignty: The State of the US CHIPS Act at the Dawn of 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD INTC NVDA SSNLF TSLA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Silicon Sovereignty: How the NPU Arms Race Turned the AI PC Into a Personal Supercomputer
Via TokenRing AI
Topics Artificial Intelligence Credit Cards Malware
Tickers AAPL INTC MSFT NVDA QCOM TSM
Exposures Artificial Intelligence Information Security Interest Rates
News headline image
The Great Architecture Pivot: How RISC-V Became the Global Hedge Against Geopolitical Volatility and Licensing Wars
Via TokenRing AI
Topics Artificial Intelligence Economy Lawsuit
Tickers ARM BABA GOOGL INTC META NVDA
Exposures Artificial Intelligence Financial Legal
News headline image
The Efficiency Frontier: How AI-Driven Silicon Carbide and Gallium Nitride are Redefining the Electric Vehicle
Via TokenRing AI
Topics Artificial Intelligence Supply Chain
Tickers NVDA ON STM TM TSLA WOLF
Exposures Artificial Intelligence Supply Chain
News headline image
The Packaging Paradigm Shift: Why Advanced Interconnects Have Replaced Silicon as AI’s Ultimate Bottleneck
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD INTC NVDA SSNLF TSLA TSM
Exposures Artificial Intelligence Supply Chain
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