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Woke up this morning, March 28th, to see headlines about Sony halting memory card sales because of an SSD shortage. My first thought? Who cares about Sony. My second thought: where's the real trade? While analysts like Sarah Chen are probably deep in Sony's earnings reports, I go straight to the charts of the component makers. That's where the vola...

Last time we saw this kind of saber-rattling was back during the Pelosi visit in 2022. The market puked for a few days, headlines screamed about WW3, and then... nothing. The dip got bought, and the market ripped higher. Now, with Chinese Foreign Minister Wang Yi calling Taiwan a 'red line' this weekend, the fear machine is cranking up again. While...

Samsung Electronics has started shipments of its next-generation HBM4 (High Bandwidth Memory) chips designed for AI accelerators and data center workloads.