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Analysis
FuriosaAI is marked at $735M (July 2025); Rebellions at $2.34B (March 2026). This deep dive decomposes the 3.2× valuation gap: stale pricing, investor composition, sovereign backing and IPO distance — against RNGD's post-price traction.
Analysis
d-Matrix closed a $275M Series C in November 2025 at a $2B valuation. Its Corsair accelerator computes inside SRAM at 150 TB/s per card. This deep-dive unpacks the physics, the SRAM economics, the Raptor 3DIMC roadmap, and what must be true for $2B to hold.
Analysis
Tensordyne's Napier chip bets on LNS math to remake inference costs. Its $176M raised checks out, but the ~$1B valuation rests on a secondary-market estimate and the company's own number — and every performance figure is still simulation.
Analysis
Etched raised $700M in August 2026 at a $21B valuation for Sohu, a chip that hardwires the transformer into silicon. With $1B+ in signed contracts and a first rack delivered to Jane Street, we dissect what must be true for that price to hold.
Analysis
SambaNova closed a $1B Series F first close at an $11B post-money valuation in July 2026. A deep dive into its RDU dataflow architecture, the SambaStack rack business, JPMorganChase and SoftBank traction — and what must be true for the price to hold.
Analysis
Laptop OLED shipments are expected to reach 4.9 million units in Q3 2026, more than double a year earlier, with OLED crossing 10% of laptop panels. One supplier holds over 70% — VLSI explains the concentration risk.
Analysis
Goldman Sachs prime desk data show hedge funds net sold AI stocks for five straight sessions, reversing all net buying since 2025, while memory stocks lost over $700B. Yet Goldman kept Buy ratings on Samsung and SK hynix.
Analysis
The SOX fell 8 straight sessions and the KOSPI lost over 20%, yet TSMC raised its outlook and KOSPI forward EPS was revised up. Why prices and earnings diverged — and the five signals that would turn this credit repricing into a real downcycle.
Analysis
TSMC net profit rose 68.7% to a sixth straight record, yet the KOSPI fell 7.57% with a circuit breaker on October 15, 2026. The market now prices financing sustainability, not AI demand.
Analysis
The SOX fell 11.41% in a week after eight straight down days, yet SMH constituents' earnings roughly doubled in a year and the trailing P/E fell from 38x to 32x. TSMC and ASML already answered with record prints. Four reports — Lam on Oct 21 to Intel on Oct 29 — now settle the debate.
Analysis
Oct 17, 2026 channel checks report Broadcom, Google, Microsoft and Nvidia wins for Intel 14A, with Apple and others evaluating. None is Intel-confirmed. PowerDirect, hedge economics, and the Oct 29 test.
Analysis
Samsung will reportedly build NVHBM base dies on TSMC 3nm. But the requirement applies to all three memory makers, and turnkey survives in standard HBM. The real shift is who owns the standard.
VLSI Korea