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...
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TSMC Sees Continued Weakness, and EUV's Quandary (ASML)
TSMC sees further inventory correction, I see earnings disappointments. ASML has a quandary if the entire ecosystem is trying to use EUV.
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Is China's Boycott of Germanium Gallium to the US Meaningful?
Although China has threatened to boycott shipments of germanium and gallium to the US, the impact of such a move is likely to be very small. This...
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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...
292 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...
398 Views