May 2021 – SemiAnalysis

Nvidia is Raking in the Money, but are Earnings Inflated?

May 27, 2021August 3, 2021 Dylan Patel 0 Comments AI, CMP, Crypto Currency, Crypto Mining, Datacenter, Gaming, GPU, LHR, Mining, Nvidia

Nvidia has beat earnings expectations yet again on the backs of datacenter and gaming lines. They crushed investors expectations with healthy growth in every sector, but a deeper look reveals some potential concerns.

Mobile Qualcomm

Semi Supply Chain Cutting Expectations as Phone Sales Plummet

May 11, 2021August 3, 2021 Dylan Patel 0 Comments Apple, India, mobile, Oppo, OSAT, Realme, Samsung, semiconductor, Taiwan, Vivo, Xiaomi

SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.