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A post on ZOL, authored on the 12th of April, 2024, references a promotion of Super Micro Computer's stock of H100 chips.

Taking on the top AI chipmaker will be hard—but maybe not impossible | Business

It’s one thing to make circuits smaller than the US will sell you; it’s another to do it at scale.

A brief history of the chip industry’s unbeatable “three-headed hydra” and its CEO, Jensen Huang

Netherlands-based ASML Holding NV has become a target of industrial espionage for China.As chips become for geopolitics in the 21st century what oil was in the last one, ASML’s success has thrust it squarely in the crosshairs of the intensifying tensions between the US and China.

If you want to watch the video, it is below: I just released this video a week ago but I already have something that I want to add to it. Previous early signs of bad semiconductor business cycles have come through rising inventories in downstream industries like computer makers and automobiles. We will need to reconcile this, however, against a new general move away from Just in Time after the pandemic.

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