Market

Themes

en

Rachel Kim
Tech & AI Reporter

Semiconductor supply chains, AI infrastructure buildouts, and the cloud arms race. Former engineer at a fabless chip company — still reads earnings calls for fun.

Latest

Google Research released TurboQuant, a technology for faster AI inference, causing a market sell-off of Micron and associated memory semiconductor stocks on or around April 1, 2026.

Micron Stock Slides 5% as Google AI Tech Sparks Memory Demand Fears

Google Research released TurboQuant, a technology for faster AI inference, causing a market sell-off of Micron and associated memory semiconductor stocks on or around April 1, 2026.

On April 1, 2026, Aether Holdings, Inc. (Nasdaq: ATHR) and OORTech Inc. (OORT) announced the formation of a joint venture, Aether DataHub, LLC, to build data infrastructure for financial AI.

Aether and OORT form joint venture for financial AI on April 1

On April 1, 2026, Aether Holdings, Inc. (Nasdaq: ATHR) and OORTech Inc. (OORT) announced the formation of a joint venture, Aether DataHub, LLC, to build data infrastructure for financial AI.

An IDC report reveals Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market in 2025, significantly eroding Nvidia's previously dominant position and signaling a major shift in the global semiconductor landscape.

Chinese chipmakers seize 41% of home market, challenging Nvidia's AI dominance

An IDC report reveals Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market in 2025, significantly eroding Nvidia's previously dominant position and signaling a major shift in the global semiconductor landscape.

Billionaire Ken Griffin has purchased shares in Nvidia and Amazon to gain exposure to the robotaxi market, which is described as a potential trillion-dollar opportunity in the U.S.

Ken Griffin buys 2 AI stocks for $1 trillion robotaxi market

Billionaire Ken Griffin has purchased shares in Nvidia and Amazon to gain exposure to the robotaxi market, which is described as a potential trillion-dollar opportunity in the U.S.

Samsung is discontinuing its Galaxy Z TriFold smartphone, a $2,899 device with a 10-inch screen, after the initial production run of 30,000 units sells out due to high costs and low profitability.

Samsung Ends Production of Its $2,899 10-Inch TriFold Phone

Samsung is discontinuing its Galaxy Z TriFold smartphone, a $2,899 device with a 10-inch screen, after the initial production run of 30,000 units sells out due to high costs and low profitability.

Nvidia's stock recorded two consecutive quarterly losses for the first time in several years as of April 1, 2026, leading to a significant valuation reset that has erased its long-held premium to the S&P 500.

Nvidia stock valuation flashes a 13-year warning signal

Nvidia's stock recorded two consecutive quarterly losses for the first time in several years as of April 1, 2026, leading to a significant valuation reset that has erased its long-held premium to the S&P 500.

SMIC has established a wholly-owned subsidiary, Shanghai Xin Sanwei Semiconductor, with a registered capital of $432 million USD, to focus on the manufacturing and sales of integrated circuits and chips.

SMIC Invests $432 Million to Launch New Shanghai-Based Semiconductor Firm

SMIC has established a wholly-owned subsidiary, Shanghai Xin Sanwei Semiconductor, with a registered capital of $432 million USD, to focus on the manufacturing and sales of integrated circuits and chips.

Oracle has initiated a plan to lay off thousands of employees globally, affecting departments such as Oracle Health and cloud services, to generate an estimated $8-10 billion in annual free cash flow to fund its AI infrastructure investments.

Oracle to cut up to 30,000 jobs to fund AI data center surge

Oracle has initiated a plan to lay off thousands of employees globally, affecting departments such as Oracle Health and cloud services, to generate an estimated $8-10 billion in annual free cash flow to fund its AI infrastructure investments.

Vertiv announced a $50 million investment to expand its Ohio manufacturing facilities, aiming to increase production of thermal management technologies for AI data centers by 45%.

Vertiv Invests $50 Million to Expand Ohio AI Cooling Production by 45%

Vertiv announced a $50 million investment to expand its Ohio manufacturing facilities, aiming to increase production of thermal management technologies for AI data centers by 45%.

Foreign investors sold 64 trillion KRW of Korean memory stocks in Q1 2026 as Google's new AI algorithm sparked demand fears, but analysts see a valuation disconnect ahead of three key market tests.

Memory Stocks See 64 Trillion KRW Foreign Flight on AI Fears

Foreign investors sold 64 trillion KRW of Korean memory stocks in Q1 2026 as Google's new AI algorithm sparked demand fears, but analysts see a valuation disconnect ahead of three key market tests.

TSMC plans to launch mass production of 3-nanometre wafers in 2028 at its second factory in Japan, according to a Taiwanese government filing.

TSMC to launch 3-nanometre chip production in Japan by 2028

TSMC plans to launch mass production of 3-nanometre wafers in 2028 at its second factory in Japan, according to a Taiwanese government filing.

A top Korean scientist predicts a major shift in AI hardware, with new High Bandwidth Flash (HBF) memory set to replace the current GPU-dominated architecture, sparking a new race between Samsung and SK Hynix.

HBM father predicts memory-centric AI to replace GPUs by 2028

A top Korean scientist predicts a major shift in AI hardware, with new High Bandwidth Flash (HBF) memory set to replace the current GPU-dominated architecture, sparking a new race between Samsung and SK Hynix.

Lenovo Group announced its 2025/26 fiscal year was its best on record, kicking off a new decade focused on artificial intelligence.

Lenovo targets record revenue in fiscal 2026 with AI focus

Lenovo Group announced its 2025/26 fiscal year was its best on record, kicking off a new decade focused on artificial intelligence.

On March 30, China Post Securities published a teardown report on Unitree Robotics' G1 humanoid robot, revealing a Bill of Materials (BOM) cost of 41,600 RMB on a retail price of 85,000 RMB, yielding a 40.7% gross margin. The analysis identified that the robot uses commercially available hardware from suppliers like Intel, DJI, and Rockchip, concluding that Unitree's core competitive advantage lies in its proprietary motion control algorithms.

Unitree G1 Robot Teardown Reveals 41% Margin From Off-the-Shelf Parts

On March 30, China Post Securities published a teardown report on Unitree Robotics' G1 humanoid robot, revealing a Bill of Materials (BOM) cost of 41,600 RMB on a retail price of 85,000 RMB, yielding a 40.7% gross margin. The analysis identified that the robot uses commercially available hardware from suppliers like Intel, DJI, and Rockchip, concluding that Unitree's core competitive advantage lies in its proprietary motion control algorithms.

Lens Technology and Wuzhou New Spring signed a strategic cooperation agreement on March 31 to jointly develop next-generation robots, focusing on core components and supply chain integration.

Lens Technology, Wuzhou New Spring Ink March 31 Robot Deal

Lens Technology and Wuzhou New Spring signed a strategic cooperation agreement on March 31 to jointly develop next-generation robots, focusing on core components and supply chain integration.

Cloud and software giant Oracle has started to lay off thousands of employees as of March 31, 2026, in a move seen as a response to slowing growth and intense competition in the cloud computing sector.

Oracle begins cutting thousands of jobs to boost profitability

Cloud and software giant Oracle has started to lay off thousands of employees as of March 31, 2026, in a move seen as a response to slowing growth and intense competition in the cloud computing sector.

Bitcoin miner Bitfarms plans to sell its $161 million in Bitcoin holdings to fund a strategic pivot into the AI infrastructure sector.

Bitfarms to sell $161M in Bitcoin for pivot to AI infrastructure

Bitcoin miner Bitfarms plans to sell its $161 million in Bitcoin holdings to fund a strategic pivot into the AI infrastructure sector.

On its 50th anniversary (April 1, 2026), Apple faces investor pressure regarding its AI strategy and future growth, as its stock has dropped 13% from a December 2, 2025 high. The company's revenue in 2025 was $416.2 billion, with the iPhone accounting for $209.6 billion.

Apple at 50 faces pressure to find growth beyond the $210B iPhone

On its 50th anniversary (April 1, 2026), Apple faces investor pressure regarding its AI strategy and future growth, as its stock has dropped 13% from a December 2, 2025 high. The company's revenue in 2025 was $416.2 billion, with the iPhone accounting for $209.6 billion.

Woan Robotics announced a strategic investment totaling RMB 241 million to acquire a 21% stake in Huiling Technology (Shenzhen), an embodied intelligence firm.

Woan Robotics Bets ¥241 Million on AI Firm for 21% Stake

Woan Robotics announced a strategic investment totaling RMB 241 million to acquire a 21% stake in Huiling Technology (Shenzhen), an embodied intelligence firm.

Super Micro Computer derives 90% of its revenues from AI GPU platforms, driven by booming AI infrastructure demand, while facing risks including customer concentration and scrutiny.

Super Micro Revenue Hits 90% AI-Driven Amid Concentration Risks

Super Micro Computer derives 90% of its revenues from AI GPU platforms, driven by booming AI infrastructure demand, while facing risks including customer concentration and scrutiny.

GetStock Picks
that actually win