CXMT 4F² DRAM: Can China’s New Memory Tech Really Threaten Samsung and SK Hynix?
CXMT says it will ship 4F² server DDR5 this year. The smaller cell could cut costs, but without EUV tools, yield is the open question for Samsung, SK hynix and Micron.
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Anthropic’s Q3 Revenue Hit $16.8 Billion. Why AI Bubble Fears Are Growing Anyway
Anthropic’s Q3 2026 revenue reportedly reached $16.8 billion with an adjusted profit. Slowing growth and $518 billion in compute commitments explain why the AI bubble debate isn’t going away.
