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  • GlobalFoundries Stuffing Customers With High Inventory – Underweight $GFS
    August 12, 2022

    GlobalFoundries Stuffing Customers With High Inventory – Underweight $GFS

    We are bearish on GlobalFoundries.

    By

    Dylan Patel

  • 2022 NAND – Process Technology Comparison, China’s YMTC Shipping Densest NAND, Chips 4 Alliance, Long-term Financial Outlook
    August 12, 2022

    2022 NAND – Process Technology Comparison, China’s YMTC Shipping Densest NAND, Chips 4 Alliance, Long-term Financial Outlook

    By

    Dylan Patel

  • The History And Timeline Of Flash Memory
    August 5, 2022

    The History And Timeline Of Flash Memory

    By

    Dylan Patel

  • Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More
    August 4, 2022

    Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More

    Video encoding ASICs are critical to ad-tech, cloud gaming, video conferencing, and VDI

    By

    Dylan Patel

  • Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends
    July 29, 2022

    Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends

    First Net Loss In Over 30 Years, Cutting Fab Buildouts, But “Committed To Growing The Dividend”

    By

    Dylan Patel

  • Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capex
    July 28, 2022

    Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capex

    Lowers inspection and metrology spend with higher yields, demonstrated in high volume fabs

    By

    Dylan Patel

  • The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation
    July 24, 2022

    The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation

    By

    Dylan Patel

  • China’s SMIC Is Shipping 7nm Foundry ASICs
    July 20, 2022

    China’s SMIC Is Shipping 7nm Foundry ASICs

    The Most Advanced Foundry In The World After TSMC And Samsung

    By

    Dylan Patel

  • DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing
    July 19, 2022

    DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing

    Unique and differentiated company culture for an exceptional semicap firm

    By

    Dylan Patel

  • Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
    July 18, 2022

    Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia

    By

    Dylan Patel

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