TSMC (2330.TT; TSM.US): N2 Technology Is Scheduled in 2025F.
TSMC's N2 technology is currently undergoing verification for a 256Mb SRAM. TSMC N3 technology capacity was 65kwpm in 3Q23. The current version is...
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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...
420 Views
IRDM: QCOM Partnership Terminated
The market was already pricing IRDM without the QCOM relationship after IRDM's third quarter earnings call, so we do not think this is much of a...
521 Views
Qualcomm Sees No Threat From Huawei-Developed Chips, CEO Says
Qualcomm Inc. ’s handset chip business in China will not be affected by Huawei’s push for semiconductor self-sufficiency, said chief executive...
513 Views
Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM...)
Another week in earnings, the big theme I can point out is the continued and persistent weakness in the Industrial market.
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