Finding the Sweet Spot: Nvidia's Goldilocks Quarter
Not too hot, not too cold: Nvidia is threading the needle with a clean result. Nvidia’s earnings are akin to my Super Bowl. There is no more...
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Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
562 Views
Intel 18A is in Sight, Does it Matter?
Intel is now in the valley again. Also thoughts on AMD and LSCC and FPGAs. Intel reported earnings last week. Intel was one of my favorite stocks...
534 Views
TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
Its the first week of earnings, and it's already a busy one. TSMC started this season’s earnings with a strong result. Shares rallied immensely on...
441 Views
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
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