Teradyne, Backlogs, and Barriers to EntryIt's hard to enter the market during a capacity crisis
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The Rising Tide of Semiconductor CostIt Isn't Transistory
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ON, NXPI, AlChip, ONTO, and NVMIThe last week of earnings coverage - and an idea
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Facebook's Spending Spree, Semicap Supply Issues, and EarningsEarnings season is upon us. Some companies are having more fun than others.
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Intel’s Turnaround Plan, Lam Research, ASML, and SoitecIntel’s turnaround turned around the stock
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Earnings Roundup: TSMC, Nanya, and VAT GroupA gentle reminder that things are still fine in semiconductors right now
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Marvell, Infineon and Other NewsA week of investor days and silicon dreams
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Global Foundries S-1 BreakdownA tale of two Global Foundries
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R2: What it Means to be 1 Less Than S3In the battle of bandwidth and compute, Cloudflare has a strong hand. A dive into networking infrastructure.
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Micron and Memory Woes, ASML and the Bright Decade AheadShort term and long term trends collide in this newsletter
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Reflections on the Continental Divide TrailWriting about some thoughts that have been bouncing in my head
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Intel's Foundry Ambitions and Updating the WFE PlaybookJust a quick update on WFE 🔥🔥🔥
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