Plutux

Semiconductors

Chips, from the fab floor to the income statement

Foundry capacity, HBM supply, packaging bottlenecks and export rules — traced through to the companies whose quarters they decide.

What Big Funds Own22 fundsWhat Berkshire, Bridgewater and other big funds reported holding last quarter.What Analysts Expect16 stocksRatings and price targets from the big institutions, each with its public source.

2026-06-22

Abstract memory supply chain graphic connecting Micron and Anthropic
AI Infrastructure
MU•9 min read

Micron Anthropic Pact

Micron's new strategic agreement with Anthropic turns memory and storage into a front-line AI infrastructure input. The deal ties HBM, DRAM, and SSD supply to one of the most capital-intensive frontier labs while Micron also takes an equity stake in Anthropic's latest funding round.

Memory scope: HBM / DRAM / SSDAnthropic valuation: $965B
Read article
Physical AI safety stack, robotics sensors, and industrial deployment graphic
AI / Robotics
NVDA · AMZN•10 min read

NVIDIA Halos for Robotics Turns Physical AI Safety Into a Platform

NVIDIA says Halos for Robotics is the industry's first full-stack safety system for robotics and physical AI, built on 18,600+ engineering years of autonomous-vehicle safety work and already adopted first by Agility Robotics. The market implication is that the next leg of physical AI will be decided less by raw model skill than by who can package compute, sensors, inspection, and certification into one deployable platform.

Engineering base: 18,600+ yrsFirst adopter: Agility
Read article

2026-06-16

Intel foundry process node, risk production, and power-performance graphic
Semiconductors / Foundry
INTC•10 min read

Intel 18A-P Risk Production Makes Foundry Execution the Real Test

Intel says 18A-P is now in risk production with 9% better performance, 18% lower power, and improved thermal and via resistance versus 18A, while remaining design-rule compatible. The market read-through is simple: Intel is trying to turn foundry credibility into a real customer win, but the equity case still depends on whether it can execute faster than the AI demand curve moves.

Performance: +9%Power: -18%
Read article

2026-06-08

AI compute, sovereign infrastructure, and university research graphic
Semiconductors / AI
10 min read

AMD's £2 Billion UK AI Push Turns Compute Into Industrial Policy

AMD says it will invest up to £2 billion over five years in the United Kingdom, pairing sovereign AI infrastructure with university partnerships and photonic networking research. The market implication is bigger than one country: compute is becoming a geopolitical asset, and the companies that can sell the full stack get more leverage than the ones selling chips alone.

Investment: £2bnResearch partners: 2+
Read article

What to expect

Evidence-first notes with a visible point of view.

This section collects sharp takes on earnings, shareholder meetings, and market structure. Each new piece should make the thesis, the facts, and the implications obvious within the first few screens.

Expect direct analysis, not generic commentary.

Expect the data to be explicit and the argument to be easy to follow.

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

© Plutux Technology Limited 2026