KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
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MARKETS AND SEMICONDUCTORS
Hello! I went on a short hike this weekend, which always seems to cause something to change. What changed was that we are seeing a very large...
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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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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...
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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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