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James Tan
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Joined May 2025
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Samsung Electro-Mechanics Q1 Revenue Tops 3 Trillion Won, Profit Jumps 40%
AI and automotive demand boost MLCC and FC-BGA shipments across divisions
Published 2026.05.03 22:07
https://www.thelec.net/news/articleView.html?idxno=10137
16 hours
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Nvidia’s push into physical AI sparks rally in Asian partners:
https://theedgemalaysia.com/node/802118
3 days
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https://www.cnbc.com/2026/04/23/texas-instruments-stock-soars-on-q1-earnings-as-ai-demand-jumps.html
1 week
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Samsung Electro-Mechanics surges on Korea earnings outlook and MLCC price hikes.
Published 2026.04.17. 09:58
https://biz.chosun.com/en/en-finance/2026/04/17/DUEVPCYUYNDUZBLU7KHR6EPNFM/
2 weeks
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Google Courts Marvell for Custom AI Chips. Date: April 19, 2026 at 9:29 PM
https://startupfortune.com/google-courts-marvell-for-custom-ai-chips-challenging-broadcoms-silicon-grip/
2 weeks
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James Tan
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https://longtermcapital.substack.com/p/the-ai-proxy-on-bursa
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