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December 24, 2018

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What we know · the intelligence behind this page

Live from the substrate

What we're seeing

AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist

AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.

Our read on the data ›

Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

ING Group

Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.

We flag conflicts openly ›

Recently verified

✓ Checked against the original source

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facts traced to their source — and we flag the ones that don't hold up.

101 entities tracked4,981 facts checked against source5,280 source documents archived

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