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William Keating

William Keating
Semiconductor & Technology Specialist
Ingenuity

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11 Jul 2024 15:47

TSMC's June Revenue Declined 9.5% MoM. Should We Be Worried?

Q224 revenue of US$20.9 billion, $457 million above the high end, up 10.5% QoQ and up 33.7% YoY. It was also TSMC's highest revenue quarter ever

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07 Jul 2024 12:48

Apple Intelligence, Powered By ChatGPT. Genius Move Or Desperate Gamble?

The extraordinary valuations of Microsoft & Apple were driven by association with ChatGPT. Revenue growth to justify those valuations now also...

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bearishNVIDIA Corp
02 Jul 2024 13:54

NVIDIA's Conundrum...

When Intel dominated the data centre and minted tens of billions annually, its customers benefited even more, minting hundreds of billions. Will it...

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24 Jun 2024 17:28

Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?

Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...

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21 Jun 2024 14:23

Samsung, Nanya, Winbond. Watch This Space...

Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...

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