https://sevenlights.org/tags/semiconductors/ Recent content in Semiconductors on Seven Lights Hugo en-us Wed, 28 Oct 2026 04:45:00 -0400 https://sevenlights.org/2026/10/28/anthropic-ipo-asia-proxy-bets/ Wed, 28 Oct 2026 04:45:00 -0400 https://sevenlights.org/2026/10/28/anthropic-ipo-asia-proxy-bets/ Anthropic’s S-1 filing for what could become the largest stock listing ever, at a valuation near $1.5 trillion, is driving Asian investors into proxy bets, while its multi-chip compute strategy raises questions about Nvidia’s pricing power.