Analog Devices: The Less Attention It Gets The Better
Analog Devices has become one of the best-performing semiconductors stocks.The company's strategy has certain weaknesses, but ADI remains among my...
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Weekly Stock Bullfinder - Week of 3/27
Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...
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Anatomy Of A Semiconductor Downturn
The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms. We...
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Smartkarma Originals
Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips
Established in 2020, Rebellions is a leading AI based fabless startup in Korea. In February 2023, Rebellions launched a new artificial intelligence...
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Intel's GPU Guru Departs. Very Abruptly.
Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?
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