US Restriction on Semi Export to China Negative for All Equipment Makers, Naura, AMEC, ASML, TEL
New restrictions on equipment sales and Entity List additions impact semiconductor industry players, with mostly negative implications as SPE...
235 Views
Tech News This Week: Samsung Re-Org, QCOM Gives up on Intel, TSMC Increase CoWoS, Apple Delays 2nm
Samsung re-orgs, Qualcomm backs off from Intel purchase, Xiaomi enters chip market, Intel introduces PC GPU, Apple delays 2nm for M5, TSMC boosts...
933 Views
Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)
Kioxia's underinvestment in Capex and R&D due to low Free Cash Flow, which also makes repaying debt impossible. Significant valuations discount...
306 Views
What Is Kioxia? And Should You Bother? Part 1: Why NAND Is so Hard (And Not Attractive)
Tier-2 NAND memory supplier Kioxia faces challenges with high Capex and R&D costs, low Free Cash Flows, and lagging behind technology leader SK...
400 Views
Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung
Smartphone demand remains slow. Nvidia and Qualcomm AI PC chips launched mid 2025. Nvidia allocation of TSMC CoWoS remains at 60% in 2025, capacity...
939 Views