Sitemap - 2023 - Fabricated Knowledge
Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
OpenAI Boardroom Battle: Safety First
Semiconductor Cycles: Industrial and EVs
Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Weekly Earnings (ASML, LRCX, TSMC, Nanya)
October Restrictions Implications
Lessons from History: The Rise and Fall of the Telecom Bubble
October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin
An Update with Rajesh Vashist of SiTime
Chinese Semiconductor Beneficiary
Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs
Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel
Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Chinese EV's and the Lagging Edge Price War
Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO
Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
Alphawave, TSMC and Lam Research Follow-up, DISCO and Lasertec
TSMC Sees Continued Weakness, and EUV's Quandary (ASML)
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
Semicon West: Big Shifts in the NAND Market
An Interview with Tony Pialis, CEO and Founder of Alphawave
Micron, Oracle Database Spending, GPU restrictions, MLPerf, Amkor, and Vicor
Japanese Semiconductor Stocks and AI "Winners" that Ain't So
VLSI Japan: It’s Better on the Backside
The Coming Wave of AI, and How Nvidia Dominates
Nvidia's Historic Earnings, Jensen is the King of AI
Earnings: ENTG, GFS, Alchip, CAMT, Sumco and WAF, AMAT and Tokyo Electron
Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM
Automotive Semiconductors (STM, WOLF, MBLY, ON), Intel and AMD, and RMBS
JNPR, SLAB, TXN, SK Hynix and Samsung, BESI, KLAC, MXL, ASMI,
ASML, Lam Research, STX, Nordic Semi, and SMCI
TSMC Earnings, CDW says IT Spending is Weak, and Further Networking Weakness
Samsung Cuts Capacity and TSMC Monthly Revenue
AI Foundations Part 1: Transformers, Pre-Training and Fine-Tuning, and Scaling
Micron's Earnings, Intel's DCAI Day, AEHR, and Semiconductor Stocks
Infinera Bid, Silicon Lab's Convertible, SIMO, and Nvidia GTC
Moore's Law Changed Our Lives Forever: Rest in Peace Gordon Moore
SiTime and Apple's Modem, Inventory Depletion, and Silicon Valley Bank Exposure, ASMPT Buyout
Linear Drive: Potentially Huge Share Shifts in the Transceiver Market
SiC as a Dog: Tesla Investor Day
Ready for Takeoff: Macau Casinos, Travel Retail, and Widebody Planes
Intel's Dividend Cut, Nvidia's Earnings, and Besi
From Draw Down to Bounce Back: A Guide to the Q1 Inventory Bottom
Earnings Roundup: Applied Materials, ICHR, Renesas, Tokyo Electron, ACLS, ONTO, GFS, ENTG
An Interview with Rajesh Vashist, CEO of SiTime
Earnings Overview: QCOM, SWKS, MediaTek, MXL, KLIC, MCHP, ON, POWI, RMBS, AOSL and Nordic Semi
Earnings Overview: AMD, Memory Woes (Samsung, SK Hynix, WDC) NXPI, SLAB, QRVO, SITM
Earnings Overview: ASML, TXN, LRCX, STX, WOLF, STM, KLAC
Intel is the Antithesis of "Smart Capital"
Executive Transitions (AMD & TXN), UMC Earnings, and SMCI
TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts