2022 will be the year datacenter takes front and center at TSMC
A quick update and a lesson in acceleration and deceleration of revenue
What would the shift from cyclical to secular look like?
Something New is in the Works! Link Below!
Semis are not that crowded & I take a crack at valuing Intel (model attached)
Some high level observations from Semicon West
Final Reminder about the price raise
It's hard to enter the market during a capacity crisis
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