Primer: Alphawave IP Group (AWE LN) - May 2026
Alphawave is a pure-play provider of high-speed connectivity intellectual property (IP) and custom silicon solutions, strategically positioned...
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TechChain Insights Q&A: Inside TSMC, Intel and SMIC's Advanced-Node Pipeline - M31 (6643 TT)
Advanced-node platform demand on the rise, with sub-8nm licenses dominating 1Q26. Tier-1 US foundry engagement could be confirmed 2Q26, signaling...
299 Views
Semiconductor Outlook 2024: AI's Adolescence
Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...
949 Views
Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Welcome to the Halloween Earnings Edition. It's a spooky time in markets. So far, there’s been a lot of volatility this earnings season,...
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TSMC, ASML, VAT Group, and Alphawave Earnings
It’s time for the main event: earnings are upon us. As is customary, let’s start with TSMC, move to ASML and Alphawave, and then discuss VAT Group.
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