How Important Are China Gallium, Germanium, and Antimony Bans to the US?
Is China's Gallium, Germanium, and Antimony boycott to the US important? For semiconductor production we anticipate minimal impact due to low...
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Understanding Kioxia, A Worthwhile IPO?
With Kioxia's upcoming IPO prospective stockholders need to consider the challenges of the volatile NAND flash market, Kioxia's competition, and...
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2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
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Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
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Current Semi Surge Still Strong
The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.
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