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  • Nvidia is Raking in the Money, but are Earnings Inflated?
    May 27, 2021

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

    By

    Dylan Patel

  • Semi Supply Chain Cutting Expectations as Phone Sales Plummet
    May 11, 2021

    Semi Supply Chain Cutting Expectations as Phone Sales Plummet

    By

    Dylan Patel

  • Trailing Edge is Going Gangbusters ($KLIC)
    April 29, 2021

    Trailing Edge is Going Gangbusters ($KLIC)

    By

    Dylan Patel

  • Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
    April 6, 2021

    Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company

    By

    Dylan Patel

  • Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
    April 6, 2021

    Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

    By

    Dylan Patel

  • Mediatek Stands to Gain the Most from the New Cold War
    April 5, 2021

    Mediatek Stands to Gain the Most from the New Cold War

    By

    Dylan Patel

  • LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
    April 5, 2021

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

    By

    Dylan Patel

  • Moore’s Law is Dead for DRAM and that is Great for SemiCap
    April 5, 2021

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

    By

    Dylan Patel

  • Bridging the gap between business and the worlds most important industry.
    April 5, 2021

    Bridging the gap between business and the worlds most important industry.

    By

    Dylan Patel

  • Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
    August 21, 2020

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

    By

    Dylan Patel

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