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ken doesn't know how to calculate the value of the warrants. He must be scratching his head and wondering why KGB is red but the warrants are green today
customers here referring to the big semiconductors companies like SMIC, infineon, TSMC etc. Semiconductors are exempted in the current "reciprocal tariffs". the 104% or 125% tariffs have nothing to do with semiconductors. Chip tariffs will be announced in the future, still KGB don't export to the US. please do some research
so you think the world will use less semiconductors because of the tariffs? Use your common sense instead of your emotion. The semiconductor companies are the one that need to pay the tariffs. KGB is gonna pay tariffs to who?
why? I thought KGB customers are mainly in China. If China is prepared for an AI arms race. It's incredibly good news for KGB. Please understand the deepseek claim. What worries the investors is that they claimed that they didn't need the large amount of high end GPUs to produce the result. KGB doesn't manufacture GPU