Technology / Semiconductor / Internet Research

Nicolas Baratte

Nicolas Baratte has been a financial analyst since 2000, covering the Semiconductor sector and Global Technology. Nicolas has worked on the sell-side for JPMorgan, CLSA. On the buy-side for a Tiger fund and Prudential. Nicolas has covered semiconductors, Asian hardware and components, and the Global Tech supply chain. Nicolas lives mostly in Taiwan, sometimes in France and is in New York regularly.

Semiconductor Production Equipment (SPE): All Big Firms Have Increased Revenue Forecasts

Nvidia: It’s Very Simple. 90% YoY Growth Trading at ~24x This Year EPS. Consensus Is Too Low.

TSMC Q1 2026. TeraFab? There Are No Shortcuts!

AMAT Q2 FY26. Raising WFE Guidance From 20% YoY Growth To 30%. Yikes!

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Huawei has announced to have a new design methodology that is, in effect, a workaround EUV machines that can't be sold to China. </li>
<li>That could be equivalent to 1.4 nm process by 2031, as per Huawei. Huawei didn't now produce any supporting document, design principle, benchmark, etc </li>
<li>What Huawei meant to say is: they got an EUV workaround. But for now, it's an announcement. See you in 2031. </li>
</ul>


Huawei has announced to have a new design methodology that is, in effect, a workaround EUV machines that can't be sold to China. 
That could be equivalent to 1.4 nm process by 2031, as per Huawei. Huawei didn't now produce any supporting document, design principle, benchmark, etc 
What Huawei meant to say is: they got an EUV workaround. But for now, it's an announcement. See you in 2031. 


Huawei Is Going to Make 1.4nm Chips! Huawei Didn’t Say That