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William Keating
Semiconductor & Technology Specialist
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Ingenuity
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Location:
Hong Kong
Joined:
11 August 2017
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bearish
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NVIDIA Corp
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02 Jul 2024 13:54
NVIDIA's Conundrum...
When Intel dominated the data centre and minted tens of billions annually, its customers benefited even more, minting hundreds of billions. Will it...
William Keating
270 Views
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bullish
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Thematic (Sector/Industry)
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24 Jun 2024 17:28
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
William Keating
177 Views
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bullish
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Thematic (Sector/Industry)
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21 Jun 2024 14:23
Samsung, Nanya, Winbond. Watch This Space...
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...
William Keating
448 Views
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bullish
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Micron Technology
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18 Jun 2024 15:37
Micron's HBM. Multiple Billions Incoming..
Micron's HBM revenue on track to jump from a few hundred million in 2024 to "multiple" billions in 2025, making it a record revenue year for the...
William Keating
171 Views
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bearish
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Intel Corp
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14 Jun 2024 16:48
Intel Warns That Its Foundry Strategy Is "Highly Risky" & Its Success Is "Highly Uncertain"
In its 2023 10K, Intel labels its foundry plan as "Highly Risky" and rates its chances of success as "Highly Uncertain". The company also admits to...
William Keating
262 Views
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