Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM...)
Another week in earnings, the big theme I can point out is the continued and persistent weakness in the Industrial market.
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
314 Views
Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
242 Views
Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means...
264 Views
Is China's Boycott of Germanium Gallium to the US Meaningful?
Although China has threatened to boycott shipments of germanium and gallium to the US, the impact of such a move is likely to be very small. This...
466 Views