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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Japanese Semiconductor Stocks and AI "Winners" that Ain't So
Another BSPDN name and some ABF ideas. Not every AI semiconductor stock is actually winning. This edition just so happens to be Japan focused
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PC Partner: Difficult 1H23 with Improvement in 2H23 as Nvidia Ramps up RTX Series
Pc Partner is facing a rough outlook in FY23 as FY21-FY22 margins revert lower to levels seen between FY17-FY19. The net cash buffer has declined...
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Nvidia: Don't Let Narratives Fool You (Again)
Nvidia's stock-based compensation also highlights some problems related to inventory levels and the amount of stock- based compensation.
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