Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Rising
William Keating
Semiconductor & Technology Specialist
•
Ingenuity
Message
Follow
Location:
Hong Kong
Joined:
11 August 2017
367
Insights
142.5k
Views
329
Followers
Information Technology
•
Equities
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Thematic (Sector/Industry)
•
24 Mar 2024 16:48
Siltronic To Exit Small Diameter Wafer Market by 2025
Ferrotec's 150mm capacity in China >6x since 2019. Siltronic's 150mm & smaller wafers no longer profitable.China likely now self-sufficient in...
William Keating
329 Views
Share
bearish
•
Intel Corp
•
22 Mar 2024 23:18
Intel. CHIPS Act Funding Ceremony Overshadowed By Reports Of New Fab Delays
Intel gets $8.5 billion from CHIPS Act, ITCs of 25% on ~ $100 billion & federal loans up to $11 billion. Awkward having reports of 2 year delays in...
William Keating
397 Views
Share
bullish
•
Micron Technology
•
21 Mar 2024 22:09
Micron. Back In The Black & No Going Back
Q224 revenues $5.8 billion, +23% QoQ & +58% YoY. Net income turned positive & amounted to $476 million. Q324 revenues of $6.6 billion & gross...
William Keating
275 Views
Share
bullish
•
Thematic (Sector/Industry)
•
18 Mar 2024 17:48
Generative AI. Innovation Turns To Litigation, Licensing & Regulation
EU has launched the World's first AI Act. OpenAI claims the NYT hacked ChatGPT in order to prove they used their archive material during its...
William Keating
211 Views
Share
bullish
•
Thematic (Sector/Industry)
•
12 Mar 2024 17:05
Semiconductor 2023 Key Indicators In Review, 2024 Forecasts
PC & Smartphone unit shipments will increase 5% YoY on the back on "AI Enablement". Server shipments fell ~20% in 2023 but overall revenues...
William Keating
237 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.28.3
x