did not know how to message you here, so commenting here :).
Would love to hear your take on the MU earnings and the impact to Lahm Research. Also, if you think Lahm is more exposed to NAND and less to DRAM?
Another one, which you have talked about but is there a piece you can reference too which gives overview of the "custom silicon" trend and who are the major players and your projected winners in that?
Hey! I will write an update piece about MU / WFE in a bit - I don't think it was really super shocking so I didn't feel the rush. Working pushing something else right now.
LAM is a bit more exposed to NAND - and that's partially part of the reasoning behind a Needham downgrade today. I don't think it really matters in the longer term.
Also for the custom silicon trend - the short answer is the people doing the customization themselves FANMG or TSMC. There are other examples of winners like MRVL - but they are not quite yet to custom silicon merchant yet. Broadcom for example is heavily involved with TPUs I believe.
Anyways - thanks for chatting! One way to reach me is if you have a twitter account! But this works as well!
Thanks for replying! I will look forward for the updates.
On the custom silicon side I was looking at two companies which sound interesting to me, Andes Technology (it is sad they are not listed in US, let me know if you know of a way to invest in taiwan stock exchange) and second is Allegro. Not sure if you have reviewed them or read about.
I've heard of Andes but I need a Taiwan brokerage as well. Alchip is rumored to be working with AWS.
Allergo is new to me - they seem to be a fresh IPO? I'll get around to that *eventually*. There's so much news amid everything and now that earnings is coming up I am going to squeeze out 1 more piece and then just focus on that for a while. Anyway thanks for the conversation - I really appreciate the dialogue!
This may be the best $20/month I've spent.
Sweet! Happy you feel this way - I'm just trying to do the best for my customers (you!)
did not know how to message you here, so commenting here :).
Would love to hear your take on the MU earnings and the impact to Lahm Research. Also, if you think Lahm is more exposed to NAND and less to DRAM?
Another one, which you have talked about but is there a piece you can reference too which gives overview of the "custom silicon" trend and who are the major players and your projected winners in that?
Hey! I will write an update piece about MU / WFE in a bit - I don't think it was really super shocking so I didn't feel the rush. Working pushing something else right now.
LAM is a bit more exposed to NAND - and that's partially part of the reasoning behind a Needham downgrade today. I don't think it really matters in the longer term.
Also for the custom silicon trend - the short answer is the people doing the customization themselves FANMG or TSMC. There are other examples of winners like MRVL - but they are not quite yet to custom silicon merchant yet. Broadcom for example is heavily involved with TPUs I believe.
Anyways - thanks for chatting! One way to reach me is if you have a twitter account! But this works as well!
Thanks for replying! I will look forward for the updates.
On the custom silicon side I was looking at two companies which sound interesting to me, Andes Technology (it is sad they are not listed in US, let me know if you know of a way to invest in taiwan stock exchange) and second is Allegro. Not sure if you have reviewed them or read about.
I've heard of Andes but I need a Taiwan brokerage as well. Alchip is rumored to be working with AWS.
Allergo is new to me - they seem to be a fresh IPO? I'll get around to that *eventually*. There's so much news amid everything and now that earnings is coming up I am going to squeeze out 1 more piece and then just focus on that for a while. Anyway thanks for the conversation - I really appreciate the dialogue!
Yeah, they IPOed recently but have been around in bay for a while. They specialize in Video Transcoding IPs. Good luck with your write up!
Enjoy the conversation as well :)