➀ Rapidus, the Japanese startup aiming for 2nm manufacturing capability, faces a $7 billion funding gap. Three Japanese banks are investing $35 million each, with the Development Bank of Japan adding $70 million. ➁ Rapidus originally estimated a $14 billion cost for its 2nm pilot line and $7 billion for volume production. Now, the company forecasts another $7 billion is needed to establish the pilot line, with the total estimated at $35 billion. ➂ Rapidus is seeking additional investment from corporate backers and government support for its expansion plans.

➀ Broadcom, Charter Communications, and Comcast have announced a joint development of Unified DOCSIS chipsets; ➁ The chipsets enable both FDX and ESD versions of the DOCSIS 4.0 specification; ➂ The collaboration aims to enhance network speeds and operator software integration into next-generation products.

1. I reiterate my buy rating for Alibaba due to its bullish momentum and completion of the 3-year regulatory rectification process. 2. Alibaba International Digital Commerce Group is a long-term growth catalyst, leveraging AI and expanding global e-commerce, driving significant revenue growth. 3. Technical analysis confirms a strong bullish trend with price targets around $119, supported by increasing trading volume and MACD indicators.

1. Dell Technologies has returned to the S&P 500 Index after a significant dip post-Q1 FY2025 earnings miss; 2. Recent Q2 FY2025 results exceeded expectations with $25 billion revenue and $1.89 EPS; 3. Dell's ISG growth is expected to increase due to a higher revenue share, indicating rapid earnings growth and a reasonable price for investors to buy DELL stock.

1. Alphabet's core Search business faces increasing competition from Microsoft but has managed to maintain an 80%+ market share. 2. YouTube is leading in streaming time in the US and new paying account subscriptions are at record highs. 3. Google Cloud has reached a 10% EBIT margin and could become a new revenue driver. The company is limiting OPEX growth, which allows for operating leverage. My DCF analysis indicates a 30% upside, and recent results highlight a solid margin expansion based on cost optimization. The recent stock correction presents a good buying opportunity.

➀ Wales Tech Week is scheduled to return in November 2025, featuring a technology summit from 24-26 November. The event will highlight the Welsh technology ecosystem and its global applications.➁ Organizers have outlined three key themes: Tech for People, Tech for Performance, and Tech for the Planet.➂ The 10th Annual Wales Technology Awards will also be held during the event.

1. Intel's shares may surge due to Qualcomm's interest in a potential acquisition; 2. Intel's low valuation and strategic fit with Qualcomm's product portfolio make it an attractive target; 3. A merger would be transformative for Intel, but regulatory hurdles and the risk of no deal remain significant concerns.

1. Intel faces technological and financial struggles, leading to layoffs and a halt in factory projects. 2. Reports suggest Qualcomm is considering a potential takeover, while Apollo Global Management has offered to invest $5B. 3. The article also discusses the nuclear energy industry's financing, the ban on Chinese software and hardware in connected vehicles, and a short-term spending bill in Congress.

➀ Sony has unveiled the PlayStation 5 Pro with enhanced gaming experience; ➁ Microsoft has no response to the PS5 Pro with its current offerings; ➂ Microsoft is focusing on the next-generation Xbox, expected around 2026.

➀ Apple has been 'a little disingenuous with its marketing' for AI features on iPhone 16; ➁ Some features are missing until 2025, and some are 'nowhere near as capable' as rival AI; ➂ Analyst Mark Gurman points out Apple's marketing tactics.

➀ Researchers have successfully laser-inscribed the human genome onto a '5D' memory crystal; ➁ The technology could potentially preserve humanity for a far-off future; ➂ The '5D' designation refers to the use of birefringence in existing 3D optical storage technologies.

➀ Apple's iPhone 18 in 2026 will use TSMC's 2nm chips; ➁ Some iPhone 18 models might have 3nm chips; ➂ iPhone 17 models will use 3nm chips in 2025.

➀ Hands-on with Huawei's China-exclusive Mate XT Ultimate Design; ➁ Triple folding capabilities and different screen sizes; ➂ Huawei's engineering and display quality; ➃ Price and availability in China

1. TSMC's first European fab in Germany, co-owned with Bosch, Infineon, and NXP, will focus on automotive and industrial chips, with production starting in 2027. 2. Partnerships with Samsung and SK Hynix aim to leverage TSMC's expertise, enhancing faster processing speeds. 3. TSMC's strategic investments and collaborations underscore its commitment to innovation and leadership in the semiconductor market.

1. Meta Platforms' stock has risen over 50% YTD due to the potential ban of TikTok in the US and the momentum in its FoA segment. 2. Meta has seen its DAU's and ARPU grow 6.5% and 14% YoY respectively, driven by audience overlap and strategic AI initiatives. 3. Despite the Reality Labs segment dragging down profitability, Meta's operating margins have increased by 900 basis points YoY.

➀ Shipments of AR/VR headsets in Q2 2024 fell 28.1% year-on-year to 1.1 million units, with IDC forecasting a 1.5% decrease in full-year shipments. ➁ Next year, sales are expected to rise 41.4% due to new technology and more affordable devices. ➂ Mixed reality (MR) headsets are predicted to grow, driven by advancements in technology and consumer-friendly designs.

➀ Introducing the diyPresso One, a customizable espresso machine kit; ➁ The device is priced at €1,250 and features adjustable settings for pressure, temperature, and extraction time; ➂ The machine uses an Arduino MKR WiFi 1010 board for control and offers the ability to save personalized profiles for the perfect espresso.

1. Credo Technology Group is given a 'buy' rating with robust 1Q25 earnings; 2. Revenue increased by 70% y/y and significant margin improvements; 3. Strong long-term growth outlook driven by increasing demand for faster data transmission and CRDO's dominant market position in active electrical cables.

➀ U-blox introduces the ANN-MB2, a new external GNSS antenna designed for centimeter-level accuracy in applications like industrial automation and autonomous vehicles; ➁ The antenna supports multiple satellite constellations and frequency bands; ➂ It is a high-performance, all-band solution for mass-market applications.

➀ Siemens and Merck announce a strategic partnership to develop smart manufacturing technology; ➁ The collaboration aims to bring new products to market faster, more cost-effectively, and with a focus on sustainability; ➂ The partnership includes a centralized governance structure and a contractual framework to streamline decision-making and reduce time to market.