Podcast EP294: An Overview of the Momentum and Breadth of the RISC-V Movement with Andrea Gallo
The new CEO of RISC-V continues the roadmap set by the previous CEO, focusing on commercialization in various industries and prioritizing...
295 Views
Commodity Comeback
S&P 5700 year-end target remains intact after breakout, copper and silver rally expected as dollar falls, semis leading tech with software to follow.
468 Views
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
396 Views
Keep a Close Watch on Global Manufacturing Figures and the BoE Meeting
Technically, the SET Index is expected to move downward, with the support at 1,352/1,340 points and the resistance at 1,376 points (10-day...
87 Views
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
480 Views