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!

Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game: A conversation about Intel and AMD and missing platform shifts.

Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO: plus a lot of smaller blurbs this earnings season.

Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD: Lightning round for earnings.

MARKETS AND SEMICONDUCTORS: All caps for the circuit break in Korea. What is happening in markets, and how does that impact Semiconductors?

The ROI of AI (It's a Dollar Auction): The hardest question in the world is starting to impact share prices. What exactly is the ROI of AI?