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Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Logic Nvidia 

Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem

Dylan Patel 5
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
DRAM Lam Logic 

LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business

Dylan Patel 0
YMTC Fab
NAND 

The Impending Chinese NAND Apocalypse

Dylan Patel 0
Mediatek Stands to Gain the Most from the New Cold War
Logic Mobile 

Mediatek Stands to Gain the Most from the New Cold War

Dylan Patel 0
Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Logic Nvidia 

Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem

Dylan Patel 5
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
DRAM Lam Logic 

LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business

Dylan Patel 0
YMTC Fab
NAND 

The Impending Chinese NAND Apocalypse

Dylan Patel 0
Mediatek Stands to Gain the Most from the New Cold War
Logic Mobile 

Mediatek Stands to Gain the Most from the New Cold War

Dylan Patel 0

DRAM

DRAM Lam Logic 

LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business

Dylan Patel 0

The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.

Moore’s Law is Dead for DRAM and that is Great for SemiCap

Dylan Patel 0

NAND

YMTC Fab

The Impending Chinese NAND Apocalypse

Dylan Patel 0

SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.