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What is behind ASML's order miss
Bargaining power of the No 1 customer has gone up
Oct 16
•
Moore & Morris
9
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What is behind ASML's order miss
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September 2024
TSMC's CoWoS capacity
Why it matters once again
Sep 29
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Moore & Morris
5
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TSMC's CoWoS capacity
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August 2024
Evaluating Intel's latest strategy
Morris Chang's 3 KPIs and another 3 KPIs
Aug 4
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Moore & Morris
6
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Evaluating Intel's latest strategy
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July 2024
TSMC Q2 results - Foundry 2.0
This has been a long time coming
Jul 19
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Moore & Morris
4
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TSMC Q2 results - Foundry 2.0
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Update on memory
Why should Micron be worth more than SK Hynix?
Jul 1
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Moore & Morris
3
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Update on memory
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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
Jun 14
•
Moore & Morris
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Vanguard to build a 12-inch fab in Singapore
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May 2024
Commentary on Nvidia Q1 FY 25
10-to-1 stock split with no air pocket in sight
May 23
•
Moore & Morris
2
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Commentary on Nvidia Q1 FY 25
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Moore's Law is a business model
Why the industry always gets bigger over time
May 19
•
Moore & Morris
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Moore's Law is a business model
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Q1 Results: Qualcomm and Mediatek
Small unit shipment recovery and better mix to drive content growth
May 5
•
Moore & Morris
1
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Q1 Results: Qualcomm and Mediatek
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April 2024
TSMC A16, Hynix results (new fab, custom HBM, hybrid bonding)
A16 is SUPERior to 18A, WFE is getting better visibility
Apr 28
•
Moore & Morris
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TSMC A16, Hynix results (new fab, custom HBM, hybrid bonding)
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Results: ASML and TSMC
When the leaders play game of chicken
Apr 20
•
Moore & Morris
3
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Results: ASML and TSMC
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This week in semi (14th Apr) - Hybrid Bonder, Alchip
Hanmi Semiconductor wins 22.6 billion won order from Micron.
Apr 14
•
Moore & Morris
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This week in semi (14th Apr) - Hybrid Bonder, Alchip
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