Dr. Robert Castellano has over 40 years of experience analyzing the high-tech industries. He is president of The Information Network (www.theinformationnet.com). He earned a PhD degree in Chemistry from Oxford University (UK). His PhD thesis advisor, John Goodenough, won the Nobel Prize in Chemistry in 2019 for the invention of the Lithium Ion Battery. He writes with George Gilder, novelist, futurist, and economist, and his team for Eagle Financial Publishing.
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going…
