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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 4 of 4
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 4 of 4
*Samsung could become the most profitable company in the world in 2027, and yet its market cap is still under $1 trillion! - [Jukan](https://x.com/jukan05/status/2026593942180143489/photo/1)*
***Elon Musk**: **“We’ve got two choices: hit the chip wall or make a fab,”** he [said](https://www.bloomberg.com/news/articles/2026-01-28/musk-says-tesla-needs-to-build-terafab-to-manufacture-chips) in late January.* > Bloomberg: “We stand at the cusp of something that is bigger than anything we’ve faced before,” Tim Archer, chief executive officer of chip equipment supplier [Lam Research…
Samsung could become the most profitable company in the world in 2027, and yet its market cap is still under $1 trillion! - Jukan
Elon Musk: “We’ve got two choices: hit the chip wall or make a fab,” he said in late January.
Bloomberg: “We stand at the cusp of something that is bigger than anything we’ve faced before,” Tim Archer, chief executive officer of chip equipment supplier [Lam Research…
Memory ‘Supercycle’
Concerns over demand and earnings are weighing on the corporate landscape, compounded by worries that massive AI infrastructure spending by US hyperscalers will further exacerbate memory-chip shortages. The massive build‑out of AI infrastructure led by the likes of Amazon.com Inc. has shifted production capacity toward high-bandwidth memory and away from traditional DRAM.
This…
Source : SemiAnalysis > The risks inherent in “memory economics” are high. A highly commoditized product with elastic demand versus a capex-heavy, long-timeline, inelastic supply produces a challenging, cyclical market.
During the Windows PC supercycle of the early to mid-1990s, there were approximately 20…
