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Content

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UMC. Now I'm Interested...

Jan. 22, 2025, 9:19 a.m.

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TSMC. The Juggernaut Accelerates!

Jan. 19, 2025, 9:43 a.m.

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TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead

Jan. 15, 2025, 8:59 a.m.

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Is Quantum Computing An Existential Threat To NVIDIA?

Jan. 13, 2025, 9:55 a.m.

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NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Jan. 10, 2025, 3:24 a.m.

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Intel @ CES 2025. Doubling Down On The AIPC & Other Fantastical Tales

Jan. 7, 2025, 9:33 a.m.

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Quantum Computing Part 1. Christmas Miracles & Multiverse Musings

Dec. 29, 2024, 9:14 a.m.

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Micron. So Long Legacy & Hello There HBM, Data Center & Leading Edge

Dec. 25, 2024, 7:17 a.m.

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General Motors Abruptly Pulls The Plug On Cruise

Dec. 18, 2024, 7:36 a.m.

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Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates

Dec. 15, 2024, 7:23 a.m.

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AMD's Lisa Su Named Time CEO Of The Year

Dec. 11, 2024, 9:18 a.m.

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Intel Ex-CEO Calls For 24 Hours Of Prayer & Fasting For Intel's 100k Employees

Dec. 9, 2024, 9:55 a.m.

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Intel CFO @ UBS Global Technology Conference "Core Strategy Remains Intact"

Dec. 5, 2024, 9:37 a.m.

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Intel's Next CEO Will Have To Deal With An Unholy Mess. But Who Will It Be?

Dec. 4, 2024, 9:06 a.m.

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ASML. Class Action Lawsuit Looms As Share Price Declines 37% From Peak

Dec. 3, 2024, 3:30 a.m.

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Intel CEO Shock "Retirement". What's Going On?

Dec. 2, 2024, 3:32 p.m.

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Intel Finalises US CHIPS Funding But With Some Rather Unusual T&C's

Nov. 28, 2024, 9:32 a.m.

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NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In Jensen's GenAI Vision

Nov. 22, 2024, 6:44 a.m.

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For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again

Nov. 20, 2024, 4:30 a.m.

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SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...

Nov. 18, 2024, 4:24 a.m.

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Silicon Wafers Q324 Area Shipments, Revenue, EBIT, Outlook & More

Nov. 17, 2024, 5:41 a.m.

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Semiconductor Memory Q324 Revenue Close To Historic Highs Even As Decoupling Intensifies

Nov. 10, 2024, 5:12 a.m.

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Intel Former CEO Craig Barrett Says Splitting Intel In Two Is A Bad Idea & Backs Gelsinger

Nov. 7, 2024, 4:57 a.m.

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Intel Q324. Restructuring & Impairment Charges Tank Gross Margin

Nov. 1, 2024, 5:39 a.m.

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KLAC Q324. Heavy Emphasis On Leading Edge For Growth In 2025

Oct. 31, 2024, 8:50 a.m.

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