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December 11, 2022

Marvell’s Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS

Transforming into the leader in infrastructure silicon & EPS estimates

By
Dylan Patel
December 8, 2022

Samsung Backstabs The DRAM Cartel – Capital Expenditure Cuts, 130 Manufacturing Projects, 60 Companies Report

Samsung swims against the tide as the industry cuts capital expenditures and delays manufacturing ramps

By
Dylan Patel
and
Afzal Ahmad
December 5, 2022

Marvell’s Next $1B Business Is Security – Hardware Security Modules HSMs

Cloud based LiquidSecurity HSMs will eat the world

By
Dylan Patel
December 1, 2022

GPT Model Training Competition Heats Up – Nvidia Has A Legitimate Challenger

Cerebras Is Now Cost Competitive For Training GPT-like Large Language Models

By
Dylan Patel
November 30, 2022

Lithography Intensity And Long-Term Wafer Demand

ASML’s long-term model is highly questionable

By
Dylan Patel
and
Afzal Ahmad
November 22, 2022

ASML & The Semiconductor Market In 2025 & 2030

A critical look at ASML's long term projections and assumptions

By
Dylan Patel
November 17, 2022

Q3 Earnings Ends With A Bang – $NVDA $MU $KLIC

Micron, Nvidia, and K&S Join Forces For The Most Negative News Day Of The Cycle

By
Dylan Patel
November 16, 2022

Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds

Arm denies allegations of changing its business model

By
Dylan Patel
November 10, 2022

AMD Genoa Detailed – Architecture Makes Xeon Look Like A Dinosaur

Twice the CPU without twice the power

By
Dylan Patel
November 3, 2022

Q3 Semiconductor Roundup – $ENTG $AMD $CRUS $MPWR $POWI $ON $AMKR $ASX $GFS $QCOM $QRVO $SWKS $MKSI $ICHR $COHR $MXL $KLA $NVMI $ONTO

Smartphones and RFFE expectations bottoming, but there's reasons to get bullish here

By
Dylan Patel

1 … 12 13 14 15 16 … 26

With a SemiAnalysis subscription you get full access to all articles, article discussions, and further insight into deep dives.

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Industry Models & Research

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Tokenomics
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