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Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs
A news filled week in semiconductors. Let's discuss.
 • 
Doug O'Laughlin
ARM IPO Breakdown
The Long Awaited Softbank IPO looks expensive. Here's my thoughts,
 • 
Doug O'Laughlin
Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel
A few quick takes before SEMICON. I'll have an ARM IPO piece coming.
 • 
Doug O'Laughlin
8
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The Tech Monopolies Go Vertical
 • Doug O'Laughlin
12
The Coming Wave of AI, and How Nvidia Dominates
 • Doug O'Laughlin
7
ARM IPO Breakdown
 • Doug O'Laughlin
Nvidia: Better than Dreamed
 • Doug O'Laughlin
10
VLSI Japan: It’s Better on the Backside
 • Doug O'Laughlin
5
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Nvidia: Better than Dreamed
Think about how good Nvidia's earnings are. It's even better than that. Think about it again. It's better still. It's that good. Jokes aside, here's my…
 • 
Doug O'Laughlin
10
Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through
 • 
Doug O'Laughlin
5
Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means China…
 • 
Doug O'Laughlin
3
Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO
Intel's rare beat, AMD MI300X ramp looks to be El Capitan, and Qorvo gained share.
 • 
Doug O'Laughlin
3
Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about?
 • 
Doug O'Laughlin
10
Auto Semiconductor Earnings (STM, NXPI, MBLY, TXN), Testing (Advantest and TER), Semicap (LRCX, ASM, BESI and KLAC)
A partial earnings recap of companies so far this week: grouped by categories
 • 
Doug O'Laughlin
1
Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
If they build it, will customers come? A discussion of vendors
 • 
Doug O'Laughlin
12
Fabricated Knowledge
Fabricated Knowledge
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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