Japan’s First 3-Nanometer Line Comes With a Capacity Caveat
The approval that mattered arrived on October 16, from a ministry rather than a customer. Japan’s Ministry of Economy, Trade and Industry signed off on a revised plan for the…
The Order Book Outruns the Assembly Line at ABB
The orders came to $12.05 billion in the three months through September, 40 percent more than a year earlier and the largest quarterly intake in the company’s history. The revenue…
Anthropic Buys the Company That Kept Data Encrypted While It Was Used
The company being acquired announced the deal first. Opaque Systems, a confidential computing startup spun out of a Berkeley research lab, posted a farewell note on its website on October…
The Paper Fortune Inside Eric Schmidt’s Anthropic Stake
One percent of a company sounds like a rounding error until the company is Anthropic and the number attached to it is two trillion dollars. At that valuation the stake…
JPMorgan Puts a Number on the Banks’ CoreWeave Problem
The 2031 notes yield close to 16 percent, the shares fell 25 percent last week, and the question circulating on credit desks was the one nobody had answered with a…
SpaceX’s Second Earnings Report and the $13 Billion Question
SpaceX was scheduled to report third-quarter results after the close of trading on Tuesday, and as of Tuesday afternoon in New York the company had published nothing. What the market…
A $26 Billion Bid for a $900 Million Anchor Book
The anchor book for Jio Platforms was 8,110 crore rupees, about 920 million dollars, and by the time it closed on Monday evening it had drawn bids of more than…
Samsung Has Already Sold Most of What It Will Make in 2027
Eighty percent of the memory chips Samsung Electronics plans to make in 2027 has already been claimed by buyers, and most of those commitments were signed before the company finished…
Elice Falls 32% in Seoul, and the AI Trade Meets the Kosdaq
The offer price was 90,500 won. Elice opened lower, kept falling, and closed its first session on the Kosdaq at 61,500 won, down 32 percent, after touching 61,400 earlier in…
Micron’s Taiwan Workers Set a One-Day Strike Over Profit Sharing
The vote was 1,994 in favor and 14 against, which is not the margin of a union testing its strength. Members of the Micron Technology union at the company’s Taoyuan…
