Intel 18A is in Sight, Does it Matter?
Intel is now in the valley again. Also thoughts on AMD and LSCC and FPGAs. Intel reported earnings last week. Intel was one of my favorite stocks...
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TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
Its the first week of earnings, and it's already a busy one. TSMC started this season’s earnings with a strong result. Shares rallied immensely on...
253 Views
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
962 Views
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
2k Views
AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
274 Views