UMC. Now I'm Interested...
Share price at a 4 year low and the outlook is still tepid, but almost $6 billion CapEx invested during the downturn years will pay dividends in...
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TSMC. The Juggernaut Accelerates!
AI related demand ~15% of revenue in 2024, i.e. ~$13.5 billion. This is set to double to $27 billion in 2025. 5 year growth CAGR 20%, >$100 billion...
356 Views
TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead
We expect 2025 to be another growth year for TSMC, likely in the mid to high teens range. Expect Q125 to be down ~5% QoQ based on normal seasonality.
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Is Quantum Computing An Existential Threat To NVIDIA?
In the wake of Jensen's comments on QC last week, an analyst covering IonQ claimed that QC is an "existential threat" to NVIDIA, and that's why he...
575 Views
NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!
Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...
439 Views