Memory Serves: DRAM Break Out Watch Summary DRAM gave back 35% of its gains before spending the last two months rangebound. It’s... Read More →
MLCCs: The 60-Year-Old Component AI Can't Scale Without The first multilayer ceramic capacitor (MLCC) became commercially available in 1965.1 While they’ve... Read More →
Meet CCML: An ETF for Precise MLCC Exposure Multilayer ceramic capacitors (MLCCs) and electrical components are capturing a growing share of... Read More →
MAGS is Back MAGS is Back MAGS broke $70 on 9/3 and is on the verge of new 52-week highs as it closes its... Read More →
Blinded by the LYTE Newer generations of large language models have gotten more efficient, but also more intensive with... Read More →
On Neocloud Nine Due to increasingly power intensive generative AI workloads, the world is short on compute. Yet... Read More →
Everybody's Buying AI. Now What? According to Ramp AI Index data, the share of U.S. businesses with paid subscriptions to AI models,... Read More →
Don't Fear the Memory Rally The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660... Read More →
Houston, We Have Liftoff In 1957, there were three orbital launch attempts. In 2025, there were 329, a 25% increase over... Read More →