ChipsDecoded

Semiconductor news, explained plainly. Not an advice of any type

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@unusual_whales The biggest problem of the world right now. That’s what real leaders should be doing

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The U.S. is preparing tariffs on imported memory chips to spur domestic production — even as the country has just one commercial memory fab and a shortage execs say could last years. $MU $SOX $QQQ $SPY (via WSJ) #semiconductors #chips #tech

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@Muse 🧐

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@elonmusk 😱

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@unusual_whales With 7.5% mortgage rates, not surprising at all…

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@unusual_whales Uh oh

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@thedailymemes_ It’s true though, soon a $sbux coffee will be $20

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Synopsys and TSMC announced new joint work to speed up AI and high-performance chip design — including A14-certified design flows, agentic AI workflows, and IP for TSMC's latest process nodes. $SNPS $TSM $SOX $QQQ $SPY (via HPCwire) #semiconductors #chips #tech

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BNP Paribas upgraded Synopsys to Neutral and raised its price target to $420, calling the Sept. 30 Investor Day a potential catalyst and saying AI-disruption fears are overblown. $SNPS $SOX $QQQ $SPY (via Barchart) #semiconductors #chips #tech

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@Mr_Derivatives It is it. Ai in your hand. And it actually works for u

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Google's Project Suncatcher: a refrigerator-sized satellite called MVP launching Oct 1 on a SpaceX Falcon 9. It carries 4 TPUs (~1 server's worth of compute) on ~1kW of solar. Just a stress test for radiation/cooling — real orbital data centers are decades out. $GOOGL $SPCX

[The New York Times @nytimes]

Breaking News: Google is planning to launch an experimental satellite into orbit in Big Tech’s first move toward A.I. data centers in space. https://t.co/FmOTGyYdb6

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@nytimes Google's Project Suncatcher: a refrigerator-sized satellite called MVP launching Oct 1 on a SpaceX Falcon 9. It carries 4 TPUs (~1 server's worth of compute) on ~1kW of solar. Just a stress test for radiation/cooling — real orbital data centers are decades out.

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@nytimes This is interesting

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@Mr_Derivatives Meta’s last month run is astounding 😱

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@thedailymemes_ Indeed 🤣

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@NASA @Space_Station Godspeed!

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@TrendSpider Is it all because of Muse? 😱

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The US International Trade Commission has opened an investigation into whether $MU memory products should be banned from import over four Netlist patents — $SMCI, $HPE and Lenovo are also named. $SOX $QQQ $SPY (via PR Newswire) #semiconductors #chips #tech

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Oracle sent a 'force majeure' notice on its Project Jupiter AI data center in New Mexico, seeking to delay payments if the 2028 target slips. Shares fell 4%; Oracle says the schedule holds. $ORCL $BE $SOX $QQQ $SPY (via IBD) #semiconductors #chips #tech

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House lawmakers introduced the GAIN AI Act to limit US exports of advanced AI chips to China, hours after Trump said he discussed Nvidia processor access with Xi. $NVDA $AMD $TSM $SOX $QQQ $SPY (via Bloomberg Law) #semiconductors #chips #tech