Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
1k Views
Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO
Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise! I wrote about this in...
319 Views
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
291 Views
Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and V Icor
Micron's earnings are boring. And a Vicor signal boost. Micron said we bottomed, wrung their hands a ton about gross margins and comparability...
396 Views
Semiconductors H2 Rebound? Curb Your Enthusiasm!
The H2'23 recovery will likely be muted. Downgraded our FY'23 outlook for Foundry, PC, Smartphone and Silicon Wafer segments. While most semis are...
448 Views