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Infinera Bid, Silicon Lab's Convertible, SIMO, and Nvidia GTC
Thought I'd put a quick note out
Doug O'Laughlin
Mar 26
5
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Infinera Bid, Silicon Lab's Convertible, SIMO, and Nvidia GTC
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Moore's Law Changed Our Lives Forever: Rest in Peace Gordon Moore
Remembering the man who coined the law, and examining what really made Moore's law a law after all.
Doug O'Laughlin
Mar 25
37
1
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Moore's Law Changed Our Lives Forever: Rest in Peace Gordon Moore
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SiTime and Apple's Modem, Inventory Depletion, and Silicon Valley Bank Exposure, ASMPT Buyout
Whose exposed to SIVB? It's a short list that doesn't seem to have much exposure.
Doug O'Laughlin
Mar 13
7
5
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SiTime and Apple's Modem, Inventory Depletion, and Silicon Valley Bank Exposure, ASMPT Buyout
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Linear Drive: Potentially Huge Share Shifts in the Transceiver Market
Is Linear Drive as big of a deal as Arista Networks making it out to be?
Doug O'Laughlin
Mar 8
13
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Linear Drive: Potentially Huge Share Shifts in the Transceiver Market
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Ride the Wave: Alphawave
The Price Leaves a Lot of Room for Error
Doug O'Laughlin
Mar 6
13
6
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Ride the Wave: Alphawave
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SiC as a Dog: Tesla Investor Day
A quick note about Silicon Carbide, and who wins and loses.
Doug O'Laughlin
Mar 2
10
2
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SiC as a Dog: Tesla Investor Day
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February 2023
Ready for Takeoff: Macau Casinos, Travel Retail, and Widebody Planes
I'm launching a second substack. It's sector agnostic stock dives. More ideas, less industry coverage.
Doug O'Laughlin
Feb 27
7
6
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Ready for Takeoff: Macau Casinos, Travel Retail, and Widebody Planes
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Intel's Dividend Cut, Nvidia's Earnings, and Besi
Intel's Dividend cut is the first step in the right direction, Nvidia is an AI service company, and BESI talks about their hybrid bonding potential
Doug O'Laughlin
Feb 26
18
2
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Intel's Dividend Cut, Nvidia's Earnings, and Besi
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From Draw Down to Bounce Back: A Guide to the Q1 Inventory Bottom
Certain parts of the semiconductor industry look better positioned than others
Doug O'Laughlin
Feb 21
10
2
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From Draw Down to Bounce Back: A Guide to the Q1 Inventory Bottom
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Earnings Roundup: Applied Materials, ICHR, Renesas, Tokyo Electron, ACLS, ONTO, GFS, ENTG
Applied and Axcelis put out gravity defying results. The average Semiconductor company is holding up better than I would have thought
Doug O'Laughlin
Feb 19
10
5
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Earnings Roundup: Applied Materials, ICHR, Renesas, Tokyo Electron, ACLS, ONTO, GFS, ENTG
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An Interview with Rajesh Vashist, CEO of SiTime
Listen now (46 min) | The story and opportunity of SiTime, the premier semiconductor timing company.
Feb 14
16
1
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An Interview with Rajesh Vashist, CEO of SiTime
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Earnings Overview: QCOM, SWKS, MediaTek, MXL, KLIC, MCHP, ON, POWI, RMBS, AOSL and Nordic Semi
China and the Q1 Inventory Bottom, Microchip's Q1 Revenue Guidance and the Soft Landing of Microcontrollers, Rambus Q4 Results: A DDR4 to DDR5…
Doug O'Laughlin
Feb 13
5
2
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Earnings Overview: QCOM, SWKS, MediaTek, MXL, KLIC, MCHP, ON, POWI, RMBS, AOSL and Nordic Semi
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