Design Win and Incentives

Earnings: Optics(COHR, FN, LITE), Soitec, IFX, SWKS, ONTO, ENTG

Vibe Check: Google and Amazon. Earnings: IoT(SMTC, NOD, SLAB,PI), RMBS, AMD

Vibe Check: MSFT & META Earnings: LRCX, MXL, WOLF, ASML, CLS, STM, ALGM, INTC

DeepSeek: Is this Jevon's Cope?

TSM - It's Good to Be the King: 1 Trillion Incoming

Capital Cycles and AI

2025 AI & Semiconductor Outlook

Scaling Laws Meet Economics, but Adoption is still Accelerating

The Death of Intel: When Boards Fail

Happy Thanksgiving Semicap & Semiconductors

NVIDIA: Waiting on Blackwell, and the Networking Question

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

The Rise of Amazon's Trainium 2

Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC

Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI

Idea in Smartphones

Earnings: TSMC, ASML, AEHR, Telecom

Nuclear Zeitgeist Part 1: A Reactor Primer

The Cerebras IPO Stucture Sucks : Nothing about the technical understanding of Cerebras, just the structure of the IPO.

Micron and WFE: The uncertainty of the good, versus the knowable bad. WFE is going to be fine folks.

Lattice Semiconductor: Ford Tamer is back in the saddle! What does his compensation say about his plans?

ChatGPT o1 (Strawberry) and Memory: This is going to be a two part piece. I'm going to do a long bit on memory, and a brief bit on strawberry.

Hotchips Conference Sparknotes: Didn't attend Hotchips? Here's everything you need to know.

Earnings Preview (Nvidia and Marvell): Marvell and Nvidia previews. Watch out for Nvidia margins!