Some classic (non-aggregation) monopolization!
11
It's the long Winter. Will Spring ever come?
3
Long Term agreements, particularly the NCNR order is a relative newcomer this cycle. Let's see how they are holding up. The Industry Structure is…
3
A power struggle was actually China encroaching on France's Largest Company. France decided to nationalize instead.
3
The shortages are the first chapter in the Automotive Semiconductor story
3
Headline Blitz: Semiconductor Edition
It Isn't Transistory
1
The Price Leaves a Lot of Room for Error
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I can't help ask: Why now? It does look priced to pop.
2
Architecture bets that Intel and TSMC are making
2
We are seeing the ugly side of Semiconductor History. It's like the Old Testament.
The 1990s was the birth of the modern world order