Intel Offloads Altera Majority Stake At Steep Discount

TSMC Q125 Earnings Preview

Intel's Annual Shareholder Meeting Proxy Statement Has A Few Interesting Gems

Intel Vision: Lip Bu Tan's First Keynote As Intel CEO

Silicon Box. A Sad Development & Still A Black Box

Micron. HBM Gets Even Better, NAND Gets Even Worse

SemiconAlpha Does Not Provide Investment Advice

Intel. Mr. Tan's Biggest Challenge Is Not Process Or Foundry Leadership. It's Something Far Bigger

Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts

Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Silicon Wafers. Is It Time To Invest?

TSMC To Invest A Further $100 Billion In Arizona

Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

Intel Former Board Members Warn Against Rumoured TSMC Takeover Of Intel Foundry

NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?

Microsoft CEO On AI CapEx: Show Me The Money!

Intel. What's Really Going On?

Semiconductor WFE Revenues Increase ~7% YoY In 2024. 2025 Looks Much The Same. So, Where's The AI Effect?

Global Semiconductor Sales Hit Record High Of $627.6 billion in 2024. Where To Now?

Qualcomm Q125. Firing On All Cylinders & An Ace Up Their Sleeve...

AMD Q424. Share Price Sinks As Data Center GPU Growth Stalls In H125

Intel Q424. It's A Journey, Not A Destination

ASML. Strong Finish For 24, Robust Outlook For 25 With AI As Key Growth Driver

DeepSeek R1. Ahem, This Is Awkward..

Stargate. It's Not All About You Microsoft. Or You Either Elon