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Intel. Just Check Back In Again In 2026
Intel reported Q124 revenue was $12.7 billion, down 17.5% QoQ but up 9% YoY. In a break with what had become a standard practice of large earnings beats…
Apr 26
•
William Martin Keating
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Intel. Just Check Back In Again In 2026
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Q124 Tesla & Meta. Compare & Contrast
one told the truth and the markets recoiled, the other told a fairy tale & the markets rejoiced
Apr 25
•
William Martin Keating
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Q124 Tesla & Meta. Compare & Contrast
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TSMC. How To Turn Chicken Salad Into Chicken Sh*t
TSMC's shares have corrected ~8% despite beats, raises & unchanged FY24 outlook. Why?
Apr 20
•
William Martin Keating
1
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TSMC. How To Turn Chicken Salad Into Chicken Sh*t
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ASML. Maintaining Guidance Despite New Bookings Sharp Decline
New bookings fell precipitously in the first quarter
Apr 19
•
William Martin Keating
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ASML. Maintaining Guidance Despite New Bookings Sharp Decline
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
From PC sales to smartphone shipments to memory, the stars are aligning for a scorching season
Apr 16
•
William Martin Keating
2
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
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Nanya. Tailwinds Mount Albeit Profits Still Elude
The earthquake in Taiwan could further constrain supply in the coming months
Apr 13
•
William Martin Keating
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Nanya. Tailwinds Mount Albeit Profits Still Elude
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TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
TSMC now planning a third fab in Arizona
Apr 10
•
William Martin Keating
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TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
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Intel's New Segment Reporting. Transparency Or Obfuscation?
If it was launched a day earlier we could have written it off as an April Fool's joke...
Apr 5
•
William Martin Keating
2
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Intel's New Segment Reporting. Transparency Or Obfuscation?
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March 2024
SemiconAlpha Real Time Indicators Update
Adding a YoY comparison table to our Taiwan companies' monthly revenues
Mar 31
•
William Martin Keating
1
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SemiconAlpha Real Time Indicators Update
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Missed The AI Mania Surge? Here's A Few Options Still Worth Considering
Taiwan has a surprising number companies critical to the AI hardware supply chain
Mar 29
•
William Martin Keating
1
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Missed The AI Mania Surge? Here's A Few Options Still Worth Considering
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Siltronic To Exit Small Diameter Wafer Market by 2025
China likely now self-sufficient in the supply of 150mm and smaller diameter silicon wafers
Mar 24
•
William Martin Keating
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Siltronic To Exit Small Diameter Wafer Market by 2025
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Intel. CHIPS Act Funding Ceremony Overshadowed By Reports Of New Fab Delays
The timing couldn't have been more awkward..
Mar 22
•
William Martin Keating
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Intel. CHIPS Act Funding Ceremony Overshadowed By Reports Of New Fab Delays
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