Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025. The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...
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Intel Touts 3D Logic Scaling, Chiplets & Hybrid Design To Extend Moore's Law
During an invitation-only Architecture Day held on December 11'th 2018, Intel revealed three key strategies aimed at extending Moore's Law. The...
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The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018
The semiconductor WFE segment experienced a record year in 2017, one which finally saw it eclipse the $48 billion spending achieved seventeen years...
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AMD - An EPYC Battle Plan Unfolds
Advanced Micro Devices CEO Lisa Su presented at the annual JP Morgan Global TMT conference on May 15'th. The fireside chat format lends itself to a...
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