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Semiconductor Analysis & Research

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bullishQualcomm Inc
27 May 2024 20:05

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

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22 May 2024 14:44

AMAT. No Beat, No Raise, No Slump. But Why?

Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...

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20 May 2024 16:52

Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk

Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...

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16 May 2024 16:10

Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases

Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...

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bearishIntel Corp
14 May 2024 14:27

Intel's Foundry Chief Runs For The Hills

Intel foundry gets a new chief, its third in as many years. The speed of the transition suggests that this was not a long & carefully planned out...

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