Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC...
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Intel: A Graphic Novel Of A Train Wreck
Everything that could go wrong did go wrong: losing market share to AMD, no success for GPU or Gaudi, financial deterioration, and finally CFO...
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US Restriction on Semi Export to China Negative for All Equipment Makers, Naura, AMEC, ASML, TEL
New restrictions on equipment sales and Entity List additions impact semiconductor industry players, with mostly negative implications as SPE...
393 Views
Tech News This Week: Samsung Re-Org, QCOM Gives up on Intel, TSMC Increase CoWoS, Apple Delays 2nm
Samsung re-orgs, Qualcomm backs off from Intel purchase, Xiaomi enters chip market, Intel introduces PC GPU, Apple delays 2nm for M5, TSMC boosts...
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Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)
Kioxia's underinvestment in Capex and R&D due to low Free Cash Flow, which also makes repaying debt impossible. Significant valuations discount...
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