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...
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TSMC, ASML, VAT Group, and Alphawave Earnings
It’s time for the main event: earnings are upon us. As is customary, let’s start with TSMC, move to ASML and Alphawave, and then discuss VAT Group.
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Beaten Down Semiconductor Could be AI Play
Maxlinear has probably been among this semiconductor cycle's worst companies, if not the worst. I think that it might be time to give them a fresh...
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The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Copper, Cooling, and Compute Density: The Pillars of Nvidia's Data Center Vision. Nvidia CEO Jensen Huang has repeatedly emphasized that the data...
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Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
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