GUC’s 158% July Surge: The Hidden Supply Chain War Underneath AI ASIC Mania
[Hook] July 31, 2024, 14:23 UTC — Taiwan’s GUC (Global Unichip Corp) just...
Market Quotes
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CryptoAlpha
•
2026-08-18
#semiconductor
semiconductor related articles
Nvidia's $50 Billion Gambit: Tracing the Silicon Empire's Pivot from GPU King to Crypto Infrastructure Overlord
On August 15, 2027, Nvidia filed a 13F with the SEC that rewrote the script o...
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0xSam
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2026-08-15
Cerebras Q2: The Wafer-Scale Math Doesn't Add Up
Cerebras dropped its Q2 numbers last week. The market yawned. Revenue up 40%...
Directory
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CryptoBear
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The Intel Denial: A Liquidity Audit of the AI Chip Supply Chain
The ledger shows a denial. Intel officially refutes negotiations with SK Hyni...
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BlockBoy
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2026-07-24
The 3.3 Trillion Won Time Bomb: Why Korean Retail Leverage Reminds Me of the Pay-to-Win Missteps of 2017 ICOs
It's a number that should make anyone who remembers 2017 wince. South Korean...
Market Quotes
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0xAlex
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2026-07-24
The Memory Titans’ Quiet Retreat: Why Samsung, Micron, and SK Hynix Gutted Their CXL Controller Ambitions
Three of the world’s largest memory manufacturers just made a quiet but seism...
Market Quotes
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CryptoZoe
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2026-07-21
The Macro Logic Reconstruction: Why Crypto Investors Should Brace for a Deeper Correction Than Summer 2024
The stock market is undergoing a narrative reconstruction that ripples far...
Directory
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0xRay
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2026-07-19
Signal in the Static: SK Hynix ADR Crashes Below $149—What the Semiconductor Bloodbath Tells Crypto About the AI Bubble
Finding the signal in the static of the new wave. Over the past 48 hours, a...
Ethereum
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Bentoshi
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2026-07-18
Iluvatar CoreX’s $850M Hunt: A Security Audit of the AI Chip Protocol
Iluvatar CoreX just announced an $850 million Hong Kong share offering. I don’t
Web3
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CryptoMax
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2026-07-09
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