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4DS Memory
4DS Memory (ASX: 4DS): A Second Life at 60nm in India
We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…
Weebit Nano in 2026
Weebit Nano In 2026: Gearing up for the royalty gold rush
Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…
SKS Technologies
SKS Technologies (ASX:SKS) Hits Record High on Contract Win and CBA Boost: Buy the Breakout or Wait for a Pullback?
SKS Technologies Hits Record High on Contract Win SKS Technologies (ASX: SKS) hit a fresh record high on Friday, touching A$8.20 intraday before closing at A$8.04, up 6.5%. The move wasn't driven by one announcement but two: a A$22 million Buildcorp contract for a major retailer's new Melbourne Docklands headquarters and approval from Commonwealth Bank…
amplia
Is the AI Boom a Bubble? The Case For and Against
Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…

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