Beaten Down Semiconductor Could be AI Play
Maxlinear has probably been among this semiconductor cycle's worst companies, if not the worst. I think that it might be time to give them a fresh...
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Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...
351 Views
Marvell Earnings
Results look fine, the market is not digging it. I think a closer look makes sense. The market didn’t like this, but I thought, looking through the...
274 Views
Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
371 Views
Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Welcome to the Halloween Earnings Edition. It's a spooky time in markets. So far, there’s been a lot of volatility this earnings season,...
145 Views