Nomad Semi

Deep Dive on Memory (Primer)

70 Years History, Competitive landscape, 4F2, 3D DRAM

Sep 30, 2025 • Moore Morris

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June 2025

Taiwan's High Yield ETF

Inside the retail yield chase that’s reshaping Taiwan’s equity market

Jun 12, 2025 • Moore Morris

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3

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Deep Dive on HBM

HBM Decoded: Bonding Technologies, Hynix's Leadership and China’s Threat

Jun 3, 2025 • Moore Morris and Ray Wang

208

10

29

May 2025

Inside Xiaomi’s Silicon Empire

A 10 Year Journey in Chipmaking: From Surge to XRing

May 22, 2025 • Moore Morris

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MediaTek Deep Dive

Underrated Asian Fabless in Partnership with NVIDIA to Take on the Future of AI, Auto and PC

May 14, 2025 • Moore Morris

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Intel Foundry Direct Connect 2025

Intel's foundry endeavor is starting to fall in place. A comparison with TSMC

May 8, 2025 • Moore Morris

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4

TSMC 2025 Technology Symposium

A look at semiconductor long-term demand and TSMC's technology roadmap

May 2, 2025 • Moore Morris

29

4

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April 2025

Earnings Decoder: Advantest, Intel and SK Hynix

Signs of pull forward demand

Apr 27, 2025 • Moore Morris

10

4

State of the Semiconductor Cycle

Dark cloud is looming

Apr 21, 2025 • Moore Morris

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11

BYD Semiconductor Deep Dive

Unpacking the bear thesis on power semis and TSMC’s footnote in the story

Apr 16, 2025 • Moore Morris

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17

March 2025

What SiCarrier’s President Said at SEMICON China

Full transcript below. Find out more about who SiCarrier is

Mar 31, 2025 • Moore Morris

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Tokyo Electron Deep Dive - Part 2

Share Gainer in Cryogenic Etching and Bonder

Mar 27, 2025 • Moore Morris

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