Some classic (non-aggregation) monopolization!
How a gaming chat platform is secretly connecting the internet, and defining the future of work
The shortages are the first chapter in the Automotive Semiconductor story
What would the shift from cyclical to secular look like?
Someone is off sides - advertising revenue in the time of COVID
2022 will be the year datacenter takes front and center at TSMC
The most important semiconductor company in the world shocks everyone
It Isn't Transistory
Semis are not that crowded & I take a crack at valuing Intel (model attached)
Something New is in the Works! Link Below!
TLDR: Moore’s law is dead and we are on the cusp of a new paradigm, Heterogeneous compute. Some are calling it a Renaissance, and through specialization…
Just a quick update on WFE 🔥🔥🔥