INSIGHT PROVIDER
Top Quartile
William Keating

William Keating
Semiconductor & Technology Specialist
Ingenuity

387
Insights
151.9k
Views
356
Followers
Information Technology Equities Thematic (Sector/Industry)
Refresh
bullishQualcomm Inc
27 May 2024 20:05

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

Share
22 May 2024 14:44

AMAT. No Beat, No Raise, No Slump. But Why?

Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...

Share
20 May 2024 16:52

Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk

Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...

Share
16 May 2024 16:10

Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases

Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...

Share
bearishIntel Corp
14 May 2024 14:27

Intel's Foundry Chief Runs For The Hills

Intel foundry gets a new chief, its third in as many years. The speed of the transition suggests that this was not a long & carefully planned out...

Share
x