Sitemap - 2023 - Fabricated Knowledge

Nvidia's Historic Earnings, Jensen is the King of AI

Earnings: ENTG, GFS, Alchip, CAMT, Sumco and WAF, AMAT and Tokyo Electron

Alphawave's Filings Mishaps

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

The Optics Aren't Good

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

Ride the Wave: Alphawave

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

Data Center Woes and China's Vibe Shift