What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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Jensen's World: Compressing Reality
Nvidia is pursuing a strategy of broadening its software distribution on one of the largest installed bases in the world.
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First Run of Global Semis' Guidances to Tell Early Signs of Recovery
After the first Run of global semis' guidance, it tells early signs of recovery in PC and smartphone but weaknesses in automotive and industrial,...
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Apple (AAPL US): Synthetic Expert Call Transcript (25 Aug 2026)
App Store Margin Resilience: Apple’s recent transition to a modular EU App Store fee structure—retiring the Core Technology Fee for a flat 5.00%...
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Apple Inc.’s iPhone 17 Breakout — Can 22% Growth Unlock Another Upgrade Cycle?
Apple Inc. reported a June quarter revenue of $109.4 billion, marking a 16% year-over-year increase and setting a June quarter record despite...
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