The supply chain is whispering while accelerated computing continues dominating the Semiconductor industry after Nvidia's release. The Hybrid Semiconductor companies dependent on the Industrial, Automotive and Communications markets guided Q4 revenue down collectively. But now

Despite responding to the market downturn by cutting CapEx investments, semiconductor foundries had to fight over fewer orders while more capacity came online. The capacity is growing at 8%, similar to the current average global semiconductor market growth. The problem is the

There is no company name-dropping in most investor calls in the Semiconductor industry except for competitor names. Information about suppliers and customers can be sensitive, and in general, it is not shared. However, a graphics gaming company changed that right before becoming

If you think it is irrelevant to be mentioned on an investor call, you should talk to Samsung. They were not mentioned in the Nvidia Investor Call, while their two main competitors, SK Hynix and Micron, were. Jensen was immediately confronted with the omission: "Nvidia is

The semiconductor industry simmers and bubbles. The demand is shifting rapidly to data centre CapEx while the supply chain is trying to catch up. From one semiconductor cycle to many. From a complex supply chain to an even more complex supply chain. I will present my analysis at

The first stage of Nvidia's impressive growth journey has been fuelled by the AI training needs of Cloud companies and AI Natives like OpenAI. While the AI investment commitments from the cloud companies remain strong, Nvidia is looking to develop more income streams. Given the

The AI revolution has made the semiconductor industry's demand equation less dependent on consumer sentiment. This can dramatically change the semiconductor's four-year boom-and-bust cycle, during which we collectively make the same mistakes as the last cycle, laying the

The sniper rifle has been put away. As of the end of this month, the US government is significantly tightening the control of advanced computing and semiconductor manufacturing technology. High bandwidth memory features prominently, as does the advanced packaging of HBM and