Earnings: TSMC, ASML, AEHR, Telecom
I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and...
134 Views
Nuclear Zeitgeist Part 1: A Reactor Primer
Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular...
229 Views
The Cerebras IPO Stucture Sucks
I’m not going to write about the technical side at all, as I expect Dylan Patel’s team at SemiAnalysis to do a much better job than I can do...
333 Views
Micron and WFE
Just two weeks ago, I wrote about how I thought this was a mid-memory cycle. I mainly supported the memory companies if you didn’t read between...
270 Views
Lattice Semiconductor
It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO. Mine is personally Ford Tamer, who drove...
251 Views