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Nvidia's Crypto Issues, Cisco's Supply Chain issues
Nvidia's results are a tale of two segments, Cisco says Chinese supply chain bumps ahead.
Doug (mule)
23 hr ago
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Nvidia's Crypto Issues, Cisco's Supply Chain issues
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Micron and STMicroelectronics Investor Day
Secular growth opportunities but is it enough to justify a DCF?
Doug (mule)
May 21
18
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Micron and STMicroelectronics Investor Day
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Microchip, Siltronic & Sumco, Infineon, Ichor Holdings, Global Foundries, and TSMC Monthly Revenue Results
Another week of earnings, and even more cross currents
Doug (mule)
May 14
4
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Microchip, Siltronic & Sumco, Infineon, Ichor Holdings, Global Foundries, and TSMC Monthly Revenue Results
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On Semi, AMD, KLIC, Rambus and More!
Doug (mule)
May 9
6
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On Semi, AMD, KLIC, Rambus and More!
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Entegris, Teradyne, KLAC, Intel, MaxLinear, Texas Instruments, and Much More!
Earnings season - Semicap equipment is losing on a relative basis and Semis are winning right now
Doug (mule)
May 2
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Entegris, Teradyne, KLAC, Intel, MaxLinear, Texas Instruments, and Much More!
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ASML, Lam Research, ASM International and ASM Pacific
"I'm a believer but..." sums up sentiment in the space.
Doug (mule)
Apr 26
7
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ASML, Lam Research, ASM International and ASM Pacific
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TSMC Earnings - Boring Execution, VAT Group has an Air Gap in Orders
TSMC reported great results, the market faded it. Welcome to good news is bad news.
Doug (mule)
Apr 18
6
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TSMC Earnings - Boring Execution, VAT Group has an Air Gap in Orders
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Earnings Preview: Cross Currents
This is one of the most confusing periods of times in terms of headlines.
Doug (mule)
Apr 12
9
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Earnings Preview: Cross Currents
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NVLink/Switch and Platform Wars, Micron and Datacenter
Nvidia's new Grace and Hopper chips is beginning to open the datacenter, may the best silicon win.
Doug (mule)
Mar 30
7
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NVLink/Switch and Platform Wars, Micron and Datacenter
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Chinese OSATs: Some Concerns
Rising COVID and Economic Weakness makes for some concern in certain stocks
Doug (mule)
Mar 28
4
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Chinese OSATs: Some Concerns
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Lessons from History: The 1980s Semiconductor Cycle(s)
Japan and overcapacity. A new series on cycles to gain insight into today's semiconductor market.
Doug (mule)
Mar 22
15
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Lessons from History: The 1980s Semiconductor Cycle(s)
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Weekly Update 3/15/2022
Update on Rambus, a Chinese delisting, and the most I've ever talked about Macro.
Doug (mule)
Mar 15
6
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Weekly Update 3/15/2022
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