Capacity
5 pieces tagged Capacity.
Pieces
A Record $403 Billion Quarter — And Nobody Made More Chips
On 6 August the Semiconductor Industry Association reported the biggest quarter the chip business has ever had: $403.3 billion in Q2 2026, up 35.1% on Q1, with June alone at $134.5 billion — 123.6% above June last year. The part that got almost no coverage is what did *not* happen.
Intel's $11 Billion Mirage
Intel just posted an $11B loss — and the stock jumped ~12%.
Is the AI Chip Bubble Bursting? Watch the Fab, Not the Ticker
A Chinese AI model (Kimi K3) helped wipe a trillion dollars off chip stocks this week — the worst week for semiconductors since 2025 — and the internet is screaming "AI bubble." But here's what nobody's telling you: that's a stock story, not a factory story, and they're pointing in opposite directions. In this video…
America's 157,000-Worker Chip Shortage
America just spent ~$500B building chip factories — and it's short 157,000 workers to run them. The fix isn't hiring 157,000 people.
The Real AI Shortage Is Memory, Not GPUs
Your next laptop just got about 20% more expensive. The reason is HBM, and HBM is a yield problem.