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...
291 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...
396 Views
Semiconductors H2 Rebound? Curb Your Enthusiasm!
The H2'23 recovery will likely be muted. Downgraded our FY'23 outlook for Foundry, PC, Smartphone and Silicon Wafer segments. While most semis are...
448 Views
NVIDIA. Yikes! Have We Missed The Boat?
Q1’23 revenues of $7.19 billion, -13% YoY but up +19% QoQ. Q2'23 outlook @ $11 billion, a ~55% QoQ increase. NVIDIA may be the gold rush, but picks...
624 Views
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
656 Views