Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul>
<li>Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000 attendees came to Semicon this year, and that’s the best sign that semiconductor manufacturing in the US is back!</li>
<li>Amid Applied Material’s new tool Vistara, Lam Research talking about their simulation platform, and Tokyo Electron talking about a new etch tool, there was a flurry of news and product announcements.</li>
<li>The most exciting piece of news is Tokyo Electron’s cryogenic etch product. Their new product is a big deal.</li>
</ul>


Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000 attendees came to Semicon this year, and that’s the best sign that semiconductor manufacturing in the US is back!
Amid Applied Material’s new tool Vistara, Lam Research talking about their simulation platform, and Tokyo Electron talking about a new etch tool, there was a flurry of news and product announcements.
The most exciting piece of news is Tokyo Electron’s cryogenic etch product. Their new product is a big deal.


Semicon West: Big Shifts in the NAND Market

<ul>
<li>Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.</li>
<li>Today it’s one of the best places to present cutting-edge research in circuit technology.</li>
<li>The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.</li>
</ul>


Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.
Today it’s one of the best places to present cutting-edge research in circuit technology.
The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.


VLSI Japan : It’s Better on the Backside

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

<ul>
<li>Nvidia's results and guidance sparked a massive rally in the shares, marking one of the largest single-day increases in market cap in U.S. stock market history.</li>
<li>The company sees a multi-year growth cycle of data center upgrades ahead. Key supply chain partners TSMC and ASML are rising as well.</li>
<li>Wiwynn in Taiwan should be a key winner. We also highlight a potential wildcard smallcap AI play that we will investigate further.</li>
</ul>


Nvidia's results and guidance sparked a massive rally in the shares, marking one of the largest single-day increases in market cap in U.S. stock market history.
The company sees a multi-year growth cycle of data center upgrades ahead. Key supply chain partners TSMC and ASML are rising as well.
Wiwynn in Taiwan should be a key winner. We also highlight a potential wildcard smallcap AI play that we will investigate further.


Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Applied Materials delivered an all-around beat in the most recent quarterly result.</li><li>Applied Materials's strategic focus on the IoT AI era yielded substantial growth and innovation within the semiconductor industry.</li><li>This transition aligns with Applied's strengths in materials engineering and allows the company to offer comprehensive solutions to manage complexity.</li></ul>

Applied Materials delivered an all-around beat in the most recent quarterly result.Applied Materials's strategic focus on the IoT AI era yielded substantial growth and innovation within the semiconductor industry.This transition aligns with Applied's strengths in materials engineering and allows the company to offer comprehensive solutions to manage complexity.

Applied Materials Inc.: Is The Recent Uptick In Financials Enough To Warrant A 'Buy' Rating? - Major Drivers

<ul><li>Applied Materials managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Despite weaknesses in consumer electronics, the company sees robust demand driven by technology inflections and regional supply chain investments.</li><li>Applied Materials noted that leading-edge foundry logic customers have adjusted their spending plans but remain committed to their long-term roadmaps.</li></ul>

Applied Materials managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.Despite weaknesses in consumer electronics, the company sees robust demand driven by technology inflections and regional supply chain investments.Applied Materials noted that leading-edge foundry logic customers have adjusted their spending plans but remain committed to their long-term roadmaps.

Applied Materials Inc.: Launch of New R&D Facility & Other Drivers

United States

Applied Materials, Inc. develops, manufactures, markets, and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry.  The Company's customers include semiconductor wafer and integrated circuit manufacturers, flat panel liquid crystal displays, solar photovoltaic cells and modules and other electronic devices manufacturers.

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Applied Materials (AMAT US)

Semicon West: Big Shifts in the NAND Market

Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000...

Fabricated Knowledge

VLSI Japan : It’s Better on the Backside

If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...

Fabricated Knowledge

Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play

The company sees US$1 trillion of data center upgrades ahead. Our AI Leaders Basket constituents TSMC and ASML are rising as well.

Vincent Fernando, CFA

Applied Materials Inc.: Is The Recent Uptick In Financials Enough To Warrant A 'Buy' Rating? - Major Drivers

Applied Materials delivered an all-around beat in the most recent quarterly result. Applied Materials's strategic focus on the IoT AI era yielded...

Baptista Research

Applied Materials Inc.: Launch of New R&D Facility & Other Drivers

Applied Materials managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. Despite weaknesses in consumer...

Baptista Research

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