$SpaceX (SPCX.US)$$SpaceX (SPCX.US)$$NVIDIA (NVDA.US)$$Intel (INTC.US)$$Micron Technology (MU.US)$$Moderna (MRNA.US)$ - Moomoo

Recent developments involving companies such as SpaceX, NVIDIA, Intel, Micron Technology, and Moderna highlight a growing trend of collaboration within the semiconductor industry across multiple cutti... Read original →

SpaceX’s demand for radiation-hardened, low-power AI and memory chips for LEO satellites is accelerating NVIDIA’s and Micron’s edge-compute roadmaps, creating a ground-to-orbit compute continuum. Intel risks irrelevance in aerospace and AI inference if its 18A node misses the 2027 window. U.S. CHIPS Act ‘guardrails’ have inflated cross-border collaboration costs, pushing firms to shift advanced packaging to the U.S. or Vietnam—yet mature-node reliance on Taiwan, China and mainland China persists, introducing supply volatility. TSMC and Samsung will counter Intel’s IDM 2.0 with CoWoS and HBM4 dominance. Within 18 months, mRNA drug discovery’s exascale computing needs will drive AI accelerators into biotech, redefining semiconductors as foundational infrastructure beyond traditional tech domains.