TSMC. Betting Big Is Nothing New
Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34...
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Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
March revenue numbers from the Taiwan semi ecosystem are surprisingly good. The sequential decline in Q1 2023 PC unit shipments was at the low end...
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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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Intel's Data Center & AI Investor Webinar Key Takeaways
Intel has lost its competitive edge to AMD on the server side. Regaining that leadership will require home runs on both Granite Rapids and Intel 3...
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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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