Primer: Analog Devices (ADI US) - Aug 2026
Analog Devices is a premier supplier of high-performance analog and mixed-signal semiconductors, possessing a wide economic moat built on deep...
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Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
​Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
477 Views
Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...
628 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...
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Top Foundries See Cut in Automotive Industry Wafer Sales, Implications
Top foundries see worse than expected automotive wafer sales, implying more automotive supply chain members are going to miss earnings expectation...
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