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#semiconductor

semiconductor related articles

Nexchip’s HK IPO: A $890M Bet on China’s Semiconductor Autarky – And What It Means for Crypto Mining’s Supply Chain

Nexchip’s HK IPO: A $890M Bet on China’s Semiconductor Autarky – And What It Means for Crypto Mining’s Supply Chain

Stop believing that the semiconductor shortage is easing. Look at the capital...

Macro • CryptoWhale • 2026-07-10

The Silicon Tremors: How a Semiconductor Sell-Off Exposes Crypto's Hidden Dependency

The Silicon Tremors: How a Semiconductor Sell-Off Exposes Crypto's Hidden Dependency

Before the storm breaks, the air changes. This week, the air in the...

Macro • Credtoshi • 2026-07-08

Goldman Sachs Chases the Ghost of AI: AMD at $640 and the Crypto Infrastructure Mirage

Goldman Sachs Chases the Ghost of AI: AMD at $640 and the Crypto Infrastructure Mirage

Goldman Sachs raised AMD’s target price to $640, and the market barely blinke...

Culture • CryptoTiger • 2026-07-07

HBM and CPO: The Hidden Bottlenecks Reshaping AI Infrastructure – And What It Means for Crypto

HBM and CPO: The Hidden Bottlenecks Reshaping AI Infrastructure – And What It Means for Crypto

Hook Yields were too good to be true, so we didn’t buy the hype. The same log...

AI • CryptoRover • 2026-07-06