From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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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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Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs
Intel's Meteor Lake chip family will enable mass adoption of AI PCs and the company could become widely admired by the market again. This also...
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Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...
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Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...
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