Leads The Information's Asia coverage, interviews reporters on major Chinese tech trends.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
ASML leverages its sole-supplier position in EUV lithography to raise prices on machines costing hundreds of millions each, driven by explosive AI-driven demand for advanced chip capacity; major customer TSMC is pushing back on increases.
DeepSeek achieves software-like gross margins on AI inference through efficiency breakthroughs, enabling rapid revenue scaling on V4 model; raising $7.4B at escalating valuations and preparing for Shanghai IPO as early as 2025.