After observing NVIDIA’s series of announcements at GTC 2025, I felt an undeniable sense of awe. As someone who has long studied the economic ecosystem of artificial intelligence, I believe I am witnessing a “revolution of AI infrastructure,” where technology and capital are merging into a new industrial foundation. NVIDIA’s projected $500 billion in sales … Continue reading NVIDIA’s Rise in the Era of AI Infrastructure
My first impression after reading this report is that TSMC is using AI to redefine the entire semiconductor cycle. With revenue up 40.8% year over year, EPS at NT$17.44, and a 59.5% gross margin, this isn’t just a cyclical recovery, it’s the result of a structural transformation. Advanced process nodes accounted for 74% of wafer … Continue reading How I See TSMC’s Q3
1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook
The other day, I came across a news headline saying Apple CEO Tim Cook had given US President Donald Trump a “24K gold iPhone.” My first reaction was to raise an eyebrow surely that’s a bit over the top? But I quickly realized that media headlines love to exaggerate. After digging deeper, I found the … Continue reading From a 24K iPhone to $600 Billion
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