8+ hour, 41+ min ago   (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...

1+ week, 13+ hour ago   (267+ words) My Vulture Fund for buying distressed AI assets is growing nicely, Ed confides to his diary. My assumptions are that, in an AI bust, pure-play AI companies like OpenAI and Anthropic will get snapped up by Microsoft and Elon and…...

1+ week, 3+ day ago   (303+ words) Midas Displays, the display specialist based in Great Yarmouth, is partnering with CLAF Guangzhou Science and Technology, for the latter’s range of power supply systems. “We’re excited to add CLAF’s power solutions to the Midas line up. Power supplies naturally…...

1+ week, 5+ day ago   (195+ words) Next week (on Sept 9) Arm shareholders will vote on the pay package of CEO Rene Haas (pictured) which was announced last May. Although shareholder advisory groups are advising Arm shareholders to vote against, it is a futile exercise as SoftBank…...

2+ week, 2+ day ago   (285+ words) Novaspace, the space consulting and market intelligence firm, has released the 19th edition of its Earth Observation Satellite Systems report. This covers Earth observation (EO) satellite supply and demand, and the satellite manufacturing and launch markets. As well as government and…...

2+ week, 5+ day ago   (259+ words) BYD regained the lead in global BEV sales in 2Q26 although sales were below last year’s, reports TrendForce. Tesla dropped to second place despite achieving 25% YoY growth in global sales. Q2 sales of EVs — BEVs, PHEVs, and fuel cell vehicles — reached 5.37 million…...

2+ week, 6+ day ago   (232+ words) Gartner sees semiconductor revenue reaching $1.6 trillion in 2026, increasing 92% from 2025 revenue of $809 billion. In 2027, it is forecast to total $1.9 trillion.. “The AI data center ecosystem is expected to grow from 36.5% of the semiconductor revenue in 2026 to more than 53% by 2030, underscoring a…...

3+ week, 5+ day ago   (93+ words) The Q2 revenues of the top five NAND producers rose 76% QoQ to $68.7 billion, reported TrendForce. Suppliers are generally prioritising capex on DRAM and HBM, limiting new NAND Flash capacity. ASPs are therefore expected to follow overall industry revenue growth in Q3. Samsung’s…...

3+ week, 6+ day ago   (176+ words) Kiwimoore, the Chinese chiplet packaging specialist, is reported by Reuters to be following the example of last month’s IPO of foundry company Nexchip with a 2027 listing on the Hong Kong stock exchange Five year-old Kiwimoore is said to be looking…...

3+ week, 6+ day ago   (194+ words) Tomorrow, shares in Unitree, the maker of China’s dancing humanoid robots, will start trading on the Shanghai stock exchange after raising $905 million at its 8000x over-subscribed IPO last week. Ahead of Wednesday’s market opening, derivatives trading suggests Unitree could open around…...