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Earnings Overview: AMD, Memory Woes (Samsung, SK Hynix, WDC) NXPI, SLAB, QRVO, SITM
Earnings blitz, near term China headwinds, capacity cuts and under utilization charges
Doug O'Laughlin
Feb 5
7
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Earnings Overview: AMD, Memory Woes (Samsung, SK Hynix, WDC) NXPI, SLAB, QRVO, SITM
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January 2023
Earnings Overview: ASML, TXN, LRCX, STX, WOLF, STM, KLAC
Doug O'Laughlin
Jan 29
7
2
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Earnings Overview: ASML, TXN, LRCX, STX, WOLF, STM, KLAC
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Intel is the Antithesis of "Smart Capital"
Intel defends the dividend. The balance sheet is in shambles. Additional thoughts on positioning.
Doug O'Laughlin
Jan 27
37
14
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Intel is the Antithesis of "Smart Capital"
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Executive Transitions (AMD & TXN), UMC Earnings, and SMCI
Earnings dodges and data center smoke
Doug O'Laughlin
Jan 22
6
2
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Executive Transitions (AMD & TXN), UMC Earnings, and SMCI
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TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts
I think the first half is the bottom. That's good for semiconductors. Nvidia GPUs have cleared the channel.
Jan 12
11
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TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts
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Data Center Woes and China's Vibe Shift
Data center misses are palpable. TSM on Thursday. It's also time to look towards China's reopening.
Jan 8
9
3
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Data Center Woes and China's Vibe Shift
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December 2022
Semiconductor Outlook 2023: Green Shoots
It's the long Winter. Will Spring ever come?
Doug O'Laughlin
Dec 31, 2022
37
3
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Semiconductor Outlook 2023: Green Shoots
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The Old Testament: Q1 2023 Micron Earnings
We are seeing the ugly side of Semiconductor History. It's like the Old Testament.
Doug O'Laughlin
Dec 22, 2022
26
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The Old Testament: Q1 2023 Micron Earnings
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Marvell Industry Analyst Day
Marvell has the right game plan and players for the future: Can they win?
Doug O'Laughlin
Dec 18, 2022
23
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Marvell Industry Analyst Day
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IEDM: DTCO & More than Moore
IEDM is showing how DTCO will overcome the end of Moore's Law.
Doug O'Laughlin
Dec 10, 2022
21
5
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IEDM: DTCO & More than Moore
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November 2022
Trend Watch - Edition #1
I love trends - I want to write about them more often.
Doug O'Laughlin
Nov 27, 2022
25
20
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Trend Watch - Edition #1
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AMAT, KLIC, ADI, and ASML Investor Day
ASML looks to be a "fair" price on a DCF
Doug O'Laughlin
Nov 25, 2022
10
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AMAT, KLIC, ADI, and ASML Investor Day
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