Semicon Alpha
Subscribe
Sign in
Home
Notes
Meetings
Archive
About
Latest
Top
Discussions
Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke
out of the frying pan, into the fire....
Aug 11
•
William Martin Keating
Share this post
Semicon Alpha
Intel CEO Heads To DC To Save His Job As Former CEO Calls His Leading Edge Strategy A Joke
Copy link
Facebook
Email
Notes
More
Apple. A Master Class On How To Win Friends & Influence People
Intel, are you paying attention?
Aug 10
•
William Martin Keating
Share this post
Semicon Alpha
Apple. A Master Class On How To Win Friends & Influence People
Copy link
Facebook
Email
Notes
More
Intel. Crisis Mode All Over Again
when is Intel ever going to catch a break?
Aug 9
•
William Martin Keating
Share this post
Semicon Alpha
Intel. Crisis Mode All Over Again
Copy link
Facebook
Email
Notes
More
Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?
Tesla & Samsung just inked an eight year, $16.5 billion foundry deal
Aug 5
•
William Martin Keating
Share this post
Semicon Alpha
Intel. Was Tesla's Deal With Samsung The Death Knell For IFS?
Copy link
Facebook
Email
Notes
More
3
LRCX FY 25Q4. Record Quarter, Record Year But Beware Tariff Threats & China Exposure
LRCX reported FY 25Q4 revenues of $5.17 billion, up 10% QoQ, up 33% YoY and up $170 million from the guided midpoint.
Aug 3
•
William Martin Keating
Share this post
Semicon Alpha
LRCX FY 25Q4. Record Quarter, Record Year But Beware Tariff Threats & China Exposure
Copy link
Facebook
Email
Notes
More
Microsoft FYQ425. Who Says Elephants Can't Dance?
contracted backlog grew by $53 billion QoQ to reach $368 billion. Wow!
Aug 1
•
William Martin Keating
Share this post
Semicon Alpha
Microsoft FYQ425. Who Says Elephants Can't Dance?
Copy link
Facebook
Email
Notes
More
July 2025
Intel Q225. GM Obfuscation, Red Flags & 14A Now Officially A Risk Factor
plus the CEO will now personally review each product design prior to tape out
Jul 27
•
William Martin Keating
Share this post
Semicon Alpha
Intel Q225. GM Obfuscation, Red Flags & 14A Now Officially A Risk Factor
Copy link
Facebook
Email
Notes
More
3
Semiconductor Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good
PC Unit Shipments
Jul 23
•
William Martin Keating
Share this post
Semicon Alpha
Semiconductor Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good
Copy link
Facebook
Email
Notes
More
TSMC Q225. Surfing The AI Tidal Wave With Style
2025 YoY revenue growth now pegged to 30%
Jul 18
•
William Martin Keating
Share this post
Semicon Alpha
TSMC Q225. Surfing The AI Tidal Wave With Style
Copy link
Facebook
Email
Notes
More
ASML Q225 Earnings. Solid Results, Forecasting 15% Growth In 2025, Down 7% In Pre Market. But Why?
ASML today reported second quarter revenues of €7.7 billion, bang at the top of the guided range, flat QoQ and up 23% YoY.
Jul 16
•
William Martin Keating
Share this post
Semicon Alpha
ASML Q225 Earnings. Solid Results, Forecasting 15% Growth In 2025, Down 7% In Pre Market. But Why?
Copy link
Facebook
Email
Notes
More
2
Intel Layoffs Finally Kick Off With A Chaotic Start In Oregon
technical staff are bearing the brunt of the cuts, not managers
Jul 14
•
William Martin Keating
Share this post
Semicon Alpha
Intel Layoffs Finally Kick Off With A Chaotic Start In Oregon
Copy link
Facebook
Email
Notes
More
TSMC June Revenue Down 17.7% Mom. What Gives?
that makes it two consecutive months of sequential decline
Jul 10
•
William Martin Keating
Share this post
Semicon Alpha
TSMC June Revenue Down 17.7% Mom. What Gives?
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
