Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
The final week of earnings other than Nvidia. Subsystems did the results you should expect, and MKSI did a questionable (and understandable)...
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Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
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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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An Update with Rajesh Vashist of SiTime
This week, Rajesh Vashist of SiTime came to talk about SiTime’s new product launch, Epoch. SiTime is still the least understood story in...
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