Earnings Preview (Nvidia and Marvell)
It’s about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
465 Views
Nvidia's China Dominance in AI Accelerator Has Serious Deficiencies
Nvidia's success in China may be short-lived due to the increasing number of failure points as model compute scales. Meanwhile, Huawei's Ascend...
402 Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
1.9k Views
Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
1.2k Views
The First Semi-Micron to Guide 2Q24; All Good News Except MOI
The First Semi-Micron to Guide 2Q24; All Good News Except MOI; AI server, PC, and smartphone driving DRAM bit demand and HBM3e/HBM4 and 1-gamma EUV...
843 Views