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Friday, 14 August 2026

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How AI started turning memory into a structural bottleneck

The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…

Memory chip shortage: How crazy could it get?

Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…

The road to SpaceX’s juggernaut IPO

On Monday morning, the AI juggernaut announced it had turned in its first IPO proposal to the U.S. Securities and Exchange Commission. It's a major step in the rush toward a public listing, as Anthropic and rival OpenAI…

Online spending accelerates to 13% growth in May - BofA

Investing.com -- Online spending grew 13% year-over-year in May, accelerating 2 percentage points from April, according to Bank of America aggregated credit and debit card data analyzed by analyst Justin Post.