Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
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Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
This week will be a lightning-fast one. I need to cover a lot, so I’ll give high-level summaries instead of going deep unless necessary. I will be...
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Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
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Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.
Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.
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AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
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