TSMC Q225. Surfing The AI Tidal Wave With Style

ASML Q225 Earnings. Solid Results, Forecasting 15% Growth In 2025, Down 7% In Pre Market. But Why?

Intel Layoffs Finally Kick Off With A Chaotic Start In Oregon

TSMC June Revenue Down 17.7% Mom. What Gives?

Cerabyte. Forever Data Storage At A Fraction Of Current Costs?

Meta Superintelligence Labs. Genius Move Or Desperate Gamble?

Micron Q325 Earnings. NAND's Surprising Rebound While HBM Already Reaches $6 Billion Annual Run Rate.

Coatue Doubles Down On An AI Supercycle @ EMW 2025

Apple Intelligence. What's Another Year?

AMD Advancing AI 2025: Key Takeaways

Alphawave Ditches WiseWave Before Embracing Qualcomm Bid. But Why?

AMD Ups The Ante With A Flurry Of Smaller Acquisitions

Intel @ BofA Securities 2025 Global Technology Conference

Semiconductor Memory Q125 Review, Tariff & Tech Transition Impacts, HBM Outlook Etc.

Latest US Restrictions On EDA Sales To China Tanks CDNS, SNPS

NVIDIA Q126. China Restrictions Bring QoQ Growth Screeching To A Halt

NVIDIA's China Dilema Is Worse Than You Think...

Semiconductor Tariffs. No Thanks, But If You Insist...

AMD. Adding $6 Billion Buyback & Authorizing 78% Increase In Share Count. But Why?

US Middle East AI Splurge. A Bold Move But Also A Curious Affair

Intel. From Copy Exactly To Copy TSMC?

Key Indicator Updates: Semi Sales, WFE Forecast, Latest Taiwan Monthlies & A Blow Out April For TSMC

AMD Q1 2025 Earnings Review. Firing On All Cylinders

Intel Foundry Direct Connect. Lowering 18A Expectations, Moving Away From Copy Exactly? What's Going On?

Intel Q125 Earnings. Outlook Disappoints As LBT Shows Senior Executives The Door