Sitemap - 2022 - Fabricated Knowledge
Semiconductor Outlook 2023: Green Shoots
The Old Testament: Q1 2023 Micron Earnings
AMAT, KLIC, ADI, and ASML Investor Day
AMD's Genoa, Buffett Buys TSMC, Micron's Further Adjustments, Nvidia, and Lam's Acquisition
Is Q1 the Bottom? Examining Troughs (Revised for Error)
China's Revenge: The Tower Semiconductor Deal is in a Tough Place
Earnings: Wolfspeed Analyst day, INTC, SITM, RMBS, QCOM, QRVO, ENTG, AMD, LSCC, CRUS, and More
Hyper Scalers and Energy Costs
Cadence, SK Hynix, MaxLinear, Teradyne and KLA
ASML and Export Restrictions, Lam Research, and BESI
US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC
It's High Time to look at SiTime
Micron Earnings, China Weakening, ASML's CTO, and Apple Order Cuts
What Time is It? A Timing Market Primer and Overview
Are We in 1995? Rich Templeton's of Texas Instruments Thinks So
China and End Market Comp Sheet
Nvidia, IIVI, Marvell, and STX
Wolfspeed, IIVI and Marvell, Applied Materials
Industry Structure: Fabs are in Favor - LTAs are the Tell
Nvidia's Pre-Announce and Earnings Overview (QRVO, AMD, SITM, MCHP, ENTG, KLIC)
Earnings (LRCX, TER, FORM, KLAC, ON, STM, NXPI, RMBS)
Intel - They are Who We Thought They Were (Share Donors)
Earnings (TSMC, ASML, STX, BESI)
Lessons from History: The 1990s Semiconductor Cycle(s)
CXL: Protocol for Heterogenous Datacenters
Micron Earnings: Demand Guide Down
Activist at WDC, and KLAC's Long Term Model at Investor Day
GPU Gluts, Estimate Cuts Coming, and AMD Valuation
Backside Power Delivery and Bold Bets at Intel
The Golden Screw: Inventory, Orders and Semiconductors
Nvidia's Crypto Issues, Cisco's Supply Chain issues
Micron and STMicroelectronics Investor Day
On Semi, AMD, KLIC, Rambus and More!
Entegris, Teradyne, KLAC, Intel, MaxLinear, Texas Instruments, and Much More!
ASML, Lam Research, ASM International and ASM Pacific
TSMC Earnings - Boring Execution, VAT Group has an Air Gap in Orders
Earnings Preview: Cross Currents
NVLink/Switch and Platform Wars, Micron and Datacenter
Lessons from History: The 1980s Semiconductor Cycle(s)
Ethereum 2.0 and GPUs & TSMC Monthly Revenue
Intel's Investor Day - Nothing New
Quick Earnings Round Up 2/18/2022
Tower Semi Buyout Tips Intel's Hand
A Pure Play on Datacenter Memory and CXL
Earnings Roundup Week of 2/4/2022: Part 2
Earnings Roundup for the Week of 1/31 - Part 1
Earnings: Texas Instruments, KLA, Lam Research and More
How France's Largest Semiconductor Company Got Nationalized in Plain Sight
TSMC Earnings - The Handoff from Mobile to HPC
TSMC and ASE December Results, ASML Fires, and Semicap Estimates Are Too Low