Dolphin Research insights
AI Portal War 2.0: Tencent, BABA or ByteDance — who is the hidden champion in AI productivity?Semis sentiment cools, memory leads declines; META unveils Muse Wonder, racing ahead in AI apps | Daily News Recap$Amazon(AMZN.US) PCIe was built to connect peripherals to CPUs; single lanes are slow and lane counts are limited. With …AWS paired its in-house AI chip Trainium (Trn) with a proprietary interconnect protocol called NeuronLink, positioned ag…AWS builds its net by buying: who are Trn3's pick-and-shovel suppliers?AWS opts for simplicity: can modular, plug-and-play networking deliver?Cerebras: Wafer-scale 'monster' chip—can it challenge NVDA?SK hynix: Can LTAs smooth the cycle? How far can valuation go?OpenAI's 20bn revenue gap sparks uproar; real impact looks limited — a sentiment false alarm.How the memory race ultimately ends comes down to one question: will AI be more constrained by capacity or by bandwidth?…$NVIDIA(NVDA.US) can raise memory capacity via two parallel paths: push process limits to make each stack denser, or avo…SK hynix: How Long Can the AI-led Memory Supercycle Last?On Oct. 7, Anthropic launched Claude Haiku 5.5. This is a Agent-focused lightweight model for repetitive micro-tasks suc…Overseas LLM price war hits China AI names; NVDA RTX Spark opens pre-orders | Daily News Recap$Taiwan Semiconductor(TSM.US) TSMC does not produce a single DRAM chip, yet it is becoming central to high‑performance H…$SK Hynix(SKHY.US) Stacking over a dozen memory dies and then bonding them, SK hynix can finish the job in one shot. Sam…HBM is pricey and supply-constrained. The memory 'dies' themselves are not fundamentally different from standard DDR; th…Alibaba shared a preliminary preview for next quarter with the market this morning. Overall looks solid: cloud is tracki…MRVL (Trans): Data center capex to exceed RMB 3 tn; the company has secured 5-year capacity.On Oct 2 and Oct 6, SpaceX rallied 7.4% and 7.6% in single sessions.It broke through $155 and $170, rebounding nearly 60…