// OVERVIEW
Major US semiconductor company specializing in memory and storage chips, seen as a key infrastructure layer for AI compute.
Discussed in
- Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
- VC’s alchemists of AI
- Silicon slump puts IPOs on ice
- 💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More
- 🇨🇳 Kimi K3 Khaos
- 🤖 Jalapeño chips
- Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)
- 💭 AI's messy middle
// RECENT MENTIONS
// SIGNALS
20 SIGNALS
01
mention·Invest like the best·AUGUST 4, 2026
“I'm sure our friends at Blackstone and Apollo are suggesting some variant of this to the memory companies.”
Source→02
mention·Invest like the best·AUGUST 4, 2026
“Let's just say Google breaks an LTA. There's an oversupply... they break their LTAs. Well, if they're breaking their LTAs, it probably means oversupply, prices are coming down. And then, you know, capacity naturally contracts. Well, what do you think is going to happen to Google's allocations?”
Source→03
AI-extracted from podcast / newsletter / paper summaries. May contain errors.