Archive | Chokepoints

SUSS MicroTec

SUSS MicroTec

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Jul 27, 2026

Powertech

AI cloud

+6

Powertech

Chokepoints AI

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Jul 22, 2026

AI cloud

+5

TOWA

Chokepoints AI

•

Jul 21, 2026

Micron

Micron

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Jul 8, 2026

Everyone's right about SK Hynix. That's the problem.

SK Hynix

+4

Everyone's right about SK Hynix. That's the problem.

Chokepoints AI

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Jun 24, 2026

AI cloud

+3

Nebius: the AI cloud build-out, priced as if it already works

Chokepoints AI

•

Jun 24, 2026

Welcome to Chokepoints

AI compute stack

+2

Welcome to Chokepoints

Chokepoints AI

•

Jun 24, 2026

TE Connectivity: the cheaper half of the AI-connector duopoly

TE Connectivity

+3

TE Connectivity: the cheaper half of the AI-connector duopoly

Chokepoints AI

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Jun 24, 2026