Episode 57: One Decision a Year To Outperform The S&P
Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...
89 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
483 Views
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
1.7k Views
With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q
With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q, margin contraction, and rising months of inventory. We see...
759 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...
2.1k Views