Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle Bottom 2Q23E for Leaders
TSMC and ASML both expect their historically high margins to persist and have both shown a major decline in inventory levels.
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No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
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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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