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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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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Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
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