Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
Like last week, I will do a meta-level overview summary. That’s why I read these calls; to understand the whole, you must understand the parts....
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Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
286 Views
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
231 Views
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
312 Views
SiC as a Dog (Part 2)
The sickness in Silicon Carbide started at On semi. Let’s look through the results and see the drivers, the big deal, and what we should do about...
463 Views