EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
Marvell's detailed presentations showcased their technical advancements, revenue growth predictions, and challenges in the custom business with...
199 Views
HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That
TSMC and SK Hynix expect AI/HBM revenues to double by 2025. Investors overlook HBM's potential due to misconceptions about its cyclical nature.
835 Views
Marvell Expects Hyper-Growth in Data Center Custom Chips (ASIC) With a Higher Earnings Risk
​Marvell's AI event highlights Data Center/Accelerators roadmap with potential 50% CAGR to 2028, but faces challenges in margins and scalability...
525 Views
Semiconductors and Technology Leading the Way; IWM Holding Above $209; Still Firmly Bullish
Semiconductors and Technology Leading the Way; IWM Holding Above $209; Still Firmly Bullish and Risk-On. $SMH $SOXX $TSM $NVDA $ARM $MU $KLAC $LRCX...
227 Views
Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
560 Views