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What is behind ASML's order miss
Bargaining power of the No 1 customer has gone up
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Moore & Morris

September 2024

TSMC's CoWoS capacity
Why it matters once again
 • 
Moore & Morris

August 2024

Evaluating Intel's latest strategy
Morris Chang's 3 KPIs and another 3 KPIs
 • 
Moore & Morris
3

July 2024

TSMC Q2 results - Foundry 2.0
This has been a long time coming
 • 
Moore & Morris
Update on memory
Why should Micron be worth more than SK Hynix?
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Moore & Morris
2

June 2024

Vanguard to build a 12-inch fab in Singapore
TI should slow down its capacity expansion, but mature node pricing might hold up better than expected
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Moore & Morris

May 2024

Commentary on Nvidia Q1 FY 25
10-to-1 stock split with no air pocket in sight
 • 
Moore & Morris
Moore's Law is a business model
Why the industry always gets bigger over time
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Moore & Morris
Q1 Results: Qualcomm and Mediatek
Small unit shipment recovery and better mix to drive content growth
 • 
Moore & Morris

April 2024

TSMC A16, Hynix results (new fab, custom HBM, hybrid bonding)
A16 is SUPERior to 18A, WFE is getting better visibility
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Moore & Morris
Results: ASML and TSMC
When the leaders play game of chicken
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Moore & Morris
This week in semi (14th Apr) - Hybrid Bonder, Alchip
Hanmi Semiconductor wins 22.6 billion won order from Micron.
 • 
Moore & Morris
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