Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
639 Views
Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs
A news filled week in semiconductors. Let's discuss. First, let’s talk about Huawei. I want to highlight how lackadaisically the export...
428 Views
Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI
SK Hynix was ahead of peers developing HBM DRAM needed for AI. However, Micron could now convince the market it can catch up by focusing on the...
466 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
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.
482 Views